Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Experience & Onboarding Specialist

Fartherfinance

Fartherfinance in Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service. The ideal candidate will have a Bachelor's degree, over 6 years of client-facing experience, and a robust understanding of financial platforms. This is an opportunity to contribute to a fast-scaling startup with a collaborative culture. #J-18808-Ljbffr Fartherfinance

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Experience & Onboarding Specialist in Dallas, TX vacancy
  •  ...development and process of customized onboarding plans and timelines for complex client relationships, ensuring full...  ...agreed go-live date. Serve as a senior-level subject matter expert on Treasury...  ...of equivalent relevant work experience and high school diploma, GED, or... 
    Senior
    Work experience placement
    Work at office

    Jobtailor

    Dallas, TX
    4 days ago
  • Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders. The role elevates how we measure and improve the end-to-end client journey, connecting data, feedback, and operations to drive retention and... 
    Senior

    Scorpion

    Dallas, TX
    2 days ago
  •  ...Dallas to serve as the primary liaison for Farther advisors and clients, delivering timely responses via email, phone, and other...  ...proactively, and identify opportunities to improve the client experience function in a fast-paced environment, collaborating with a team... 
    Senior

    Jobtailor

    Dallas, TX
    2 days ago
  • Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders, elevating how we measure, understand, and improve the end-to-end client journey. This role connects data, feedback, and signals to uncover risks... 
    Senior

    Scorpion

    Dallas, TX
    5 hours ago
  • Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders. You will connect data, client feedback, and operational signals to uncover systemic risks, prioritize improvements, and influence enterprise... 
    Senior

    Scorpion Enterprises, LLC

    Addison, TX
    1 day ago
  • Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and... 
    Senior

    Cardata

    Dallas, TX
    5 hours ago
  • Fartherfinance in Dallas, Texas, is seeking a Senior Manager of Client Experience to lead a team focused on delivering an exceptional wealth management...  ...The role involves overseeing financial operations for onboarding and ongoing support while collaborating with Product... 
    Senior

    Fartherfinance

    Dallas, TX
    2 days ago
  •  ...Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email...  ...as they arise Identify opportunities to improve the client experience function Requirements Bachelor’s degree or equivalent work experience... 
    Senior
    Work experience placement

    Jobtailor

    Dallas, TX
    2 days ago
  •  ...JOB POSTING #2081 TITLE: Senior HR Generalist/HR Generalist (level depends on experience) INDUSTRY: Technology LOCATION: South of Dallas, TX (hybrid role...  ...review your resume and if your background matches our client’s requirements, we will get back to you right... 
    Senior
    Full time
    Local area
    Relocation

    Hr Search Pros, Inc.

    Dallas, TX
    15 hours ago
  • $27 per hour

    A dedicated immigration law firm in Dallas is seeking a Sr. Intake Specialist to provide elevated support to clients and teams. The role involves training team members, improving client experiences, and monitoring consultations. Ideal candidates will possess analytical... 
    Senior

    Lisinski Law Firm

    Dallas, TX
    5 hours ago
  • The Role As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for...  ...execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs... 
    Senior

    Fartherfinance

    Dallas, TX
    1 day ago
  •  ..., tailored wealth management experience. Farther’s founders are leaders...  ...about helping their clients and our teammates achieve more...  ...management with you. The Role As a Senior Client Experience Associate,...  ...required for advisor onboarding, client onboarding, ongoing requests... 
    Senior
    Work experience placement

    Fartherfinance

    Dallas, TX
    2 days ago
  • $110k

     ...their marketing, and deliver experiences their customers will love. We...  ...whatever it takes to help our clients reach their goals. Our...  ...every stage of the journey.The Senior Client Experience Analyst is...  ...renewals, support interactions, onboarding metrics, and account health.... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Scorpion

    Dallas, TX
    5 hours ago
  •  ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls.... 

    Citigroup Inc.

    Dallas, TX
    4 days ago
  • Madison-Davis, LLC seeks an SVP to lead Deposit Operations & Commercial Client Services, owning client onboarding, deposit back-office, compliance, and technology integration. The role requires 10+ years in banking operations, a hands-on leadership style, and a proven ability... 
    Senior

    Madison-Davis, LLC

    Dallas, TX
    4 days ago
  •  ...delivering tailored solutions that help clients in sustainable industries unlock the full...  ...We're currently hiring for experienced Senior Consultants, Managing Consultants or Principal...  ...over 40 years of combined industry experience, offering hands-on guidance and... 
    Senior
    Full time
    Currently hiring
    Work at office

    Amoria Group

    Dallas, TX
    15 hours ago
  •  ...Senior Recruiter Plutus Health Inc. is a leading provider of Revenue Cycle Management...  ...service and innovative solutions to our clients. As a result, Plutus Health Inc. has...  ...hiring requirements Manage candidate experience from initial outreach through offer acceptance... 
    Senior

    Calpion/Plutus Health

    Dallas, TX
    4 days ago
  •  ...content management and sign operation for our clients. Together, we're reshaping the future of customer engagement and experience in the signage industry. About the Role...  ...growth, and we're looking for an experienced Senior Recruiter to help us build the teams that will... 
    Senior
    Work at office
    Monday to Friday
    Flexible hours

    Cirrus Systems

    Dallas, TX
    1 day ago
  •  ...technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the...  ...team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... 
    Full time
    Work at office

    Farther

    Dallas, TX
    15 hours ago
  •  ...Senior Recruiter Company : Loenbro, LLC Location : Irving, TX (Hybrid) FLSA Classification...  ...in simplifying the complex, so that our clients gain clarity and control in construction...  ...Senior Recruiter who has proven experience of filling a wide range of construction... 
    Senior
    Full time
    Work at office
    Local area

    Loenbro

    Dallas, TX
    2 days ago
  •  ...the job poster from Babich & Associates. Senior Human Resources Recruiter – Search...  ...rapidly expanding search practice? Our client, one of the most respected finance, accounting...  ...strategy. What We’re Looking For 3–10 years of experience recruiting senior‑level Human Resources... 
    Senior

    Babich & Associates

    Dallas, TX
    2 days ago
  • $50k - $60k

     ...specializes on cultural and behavior change management. We focus on clients’ existing people, processes and culture to help them achieve...  ...Annual Meeting. Requirements: Previous recruiting or staffing experience. Clear understanding of the beginning to end recruitment... 
    Senior
    Full time
    Temporary work
    Work at office

    A9.com

    Dallas, TX
    5 days ago
  • $20.25 - $25.25 per hour

     ...amazing career at a time. Job Summary The Senior Recruiter, RPO builds positive...  ...and Recruiters in conjunction with the Client Delivery Manager. This role is a temporary...  ...required. Qualifications Education & Years of Experience Associate's Degree plus 2-5 years of... 
    Senior
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Home office
    2 days per week

    AMN Healthcare

    Dallas, TX
    4 days ago
  •  ...Want for My Family?” What You’ll Do The Senior Talent Acquisition Partner is...  ...expand visibility and attract niche talent. Experiment with new sourcing channels, AI tools, and...  ...standard policies and procedures. Treats all clients, visitors, and co‑workers with dignity... 
    Senior
    Full time

    BasePoint Academy

    Dallas, TX
    4 days ago
  • $128k - $192k

    How You’ll Make an Impact As Senior Principal on the Client Success: Marketing Solutions team at Epsilon, you’ll serve as the primary point of contact...  ...grounded in a clear understanding of the customer experience. As a member of the Client Success team, you’ll drive adoption... 
    Senior
    Local area
    Flexible hours

    Epsilon

    Dallas, TX
    5 hours ago
  •  ...Senior Healthcare Recruiter - Elevate Your Career with a Dynamic Platform Introduction...  ..., built on years of trusted industry experience. Our dedicated team merges cutting-edge...  ...while fostering strong partnerships with clients. With some of the most generous commission... 
    Senior
    Permanent employment
    Remote work
    Flexible hours

    MLee Medical Employment

    Irving, TX
    1 day ago
  •  ...through people performance. We work with clients to reimagine work, the workforce, and...  ...better at work. Work You'll Do As a Delivery Senior Consultant for our team, you will be...  ...transformation, maximize the workforce experience, and sustain HR effectiveness and value... 
    Senior
    Work at office
    Local area
    Relocation
    Night shift

    Deloitte

    Dallas, TX
    3 days ago
  •  ...through people performance. We work with clients to reimagine work, the workforce, and...  ...better at work. Work You’ll Do As a Delivery Senior Consultant on the team, you will be...  ...transformation, maximize the workforce experience, and sustain HR effectiveness and value... 
    Senior
    Work at office
    Local area
    Relocation
    Night shift

    Deloitte

    Dallas, TX
    1 day ago
  •  ...leading solution providers and leverage your experience in strategy, process design, technology...  ....Work You’ll DoAs a US Delivery Senior Consultant, Configuration and Integration...  ...Serving federal, state, & local government clients as well as public higher education institutions... 
    Senior
    Work at office
    Local area
    Relocation
    Night shift

    Deloitte

    Dallas, TX
    15 hours ago
  •  ...Recruiter, GEM, and your personal network to engage high-caliber passive talent. Candidate Advocacy: Provide a "white-glove" experience. You’ll ensure every candidate—regardless of the outcome—leaves their interview feeling inspired by Navan. Data-Driven Execution... 
    Senior
    Full time

    Navan

    Dallas, TX
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Experience & Onboarding Specialist. Be the first to apply!