Operations Associate: Client Onboarding & Service
Parallel Advisors, LLC
Parallel Advisors, LLC is seeking an Operations Associate to join our fast-growing Registered Investment Advisor firm in Dallas. The role focuses on onboarding new clients and servicing existing accounts, working closely with financial advisors, clients, vendors, and custodian support teams to ensure seamless operations. The position is based in our Dallas office with a three-day in-office hybrid schedule, requiring strong organizational skills, attention to detail, and effective communication #J-18808-Ljbffr Parallel Advisors, LLC
- ...multiple tasks, helping people, and keeping operations running smoothly sounds like you, we'... .... About the Company: Our client is a full-service SFR (Single-Family Rental) platform... ...for everything utilities, including onboarding, updates, and troubleshooting. Maintain...SuggestedWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
$50k - $72k
Job Description: The Operations Associate will be joining a fast-growing Registered Investment... ...in the implementation of new client accounts and the ongoing servicing of existing clients. As a member... ...needs of our clients during the onboarding process, such as account opening...SuggestedWork experience placementWork at office- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in... ...distributions, transfers) at the direction of the advisor. • Onboard new clients — preparing account paperwork, coordinating...SuggestedWork at office
- ...office to support daily recruiting and business operations. You will liaise between field teams and back office, ensuring smooth onboarding, payroll, and billing processes. The ideal candidate has strong customer service experience, excellent communication, and solid MS...Suggested
- Energy Transfer is seeking a Sr Coordinator - Operations Onboarding to lead end-to-end onboarding from offer to orientation. You will collaborate with Recruiting, Hiring Managers, IT, and Safety to ensure a compliant, smooth experience across multiple locations. Ideal candidates...Suggested
- ...FCS Security Services, Inc. is seeking an HR Administrator to support onboarding, maintain employee records, and manage administrative... ...compliance and smooth operations across the organization. The... ...handling office logistics to support client service delivery and staff...Work at office
- Lennox International is seeking an HR Operations & Recruiting Coordinator in Richardson, TX. You will support hourly recruiting and onboarding, move requisitions, offers, and onboarding activity forward, and provide a welcoming, professional candidate experience from approval...Hourly pay
- ...military spouse-specific virtual hiring event and onboarding program. Wells Fargo is seeking a Systems Operation Associate in Technology. Learn more about our career... ...dispersed users. ~ Deliver exceptional customer service while communicating technical information in a...Work experience placementWork at officeRemote workRelocation package
- ...and reinforce training across residential property management operations and corporate teams. You will facilitate sessions in-person and... ...with business needs and standards. Responsibilities include onboarding, coaching, and collaborating with leaders to achieve consistent...
- ...Capital Bank in Richardson, TX seeks an experienced Client Service Officer to serve as the primary operational contact for commercial banking clients, supporting relationship teams by managing service requests, onboarding and account maintenance, and ensuring timely...
- ...seeking an Account Support in Dallas to provide exceptional client service and administrative support to a large business unit. You will... ...work closely with site teams and finance to optimize costs, onboard vendors, and maintain essential documentation while upholding...Contract work
$77k - $202k
...ApplicableSpecialismCustomerManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Sales Operations Consulting Senior Associate you will support customer sales and service strategies by analyzing client needs, shaping sales effectiveness recommendations, and helping improve...Full timeH1b$99k - $232k
...ServicesSpecialismOperationsManagement LevelManagerJob Description & SummaryThe OpportunityAs a Provider Clinical Operations Consultant, Manager you will lead client service workstreams focused on provider clinical operations, bringing together operations consulting methods,...Full timeH1b$15.5 - $23.3 per hour
...Business Operations AssociateAs a Business Operations Associate, you will be the backbone of our store operations, ensuring smooth and accurate processing of... ...appraisals. This role combines exceptional customer service, attention to detail, and strong organizational...Hourly payFull timeWork at officeNight shift- ...maximizing occupancy, optimizing operations, improving turnover speed,... ...highly organized Operations Associate who wants to be hands‑on... ..., maintenance, and resident services stay aligned with AAM's best... ...teams. Support onboarding workflows for new hires by creating...Full timeContract work
- About the job Fund Operations Specialist Fund Operations Specialist Uptown Dallas, TX (Onsite) Position Overview The Fund Operations... ..., trade processing, transfer agent relationships, and client service activities for alternative investment offerings. This individual...
- ...is a leading personal styling service, delivering curated fashion selections to our clients. We pride ourselves on offering... ...and detail-oriented to join our Operations team. This role is crucial in ensuring... ...and efficiency. The Operations Associate will play a hands-on role in...Full timeMonday to FridayShift work
- ...passionate about helping their clients and our teammates achieve... .... The Role As our 401(k) Operations Associate, you'll be the operational... ...that let Farther's 401(k) services scale as the business grows... ...proposal materials. Support onboarding by tracking Retirement Plan...
- Swiftx Express is seeking a capable operations leader to oversee daily last‑mile tasks and dispatch, ensuring tasks... ...and meetings. The role requires recruiting DSPs, onboarding, and designing training to elevate service quality. You will coordinate with internal teams and...
- Energy Transfer LP in Dallas, TX, seeks a Sr Coordinator - Operations Onboarding to manage end-to-end onboarding for new hires. You will serve as the central liaison among Recruiting, Hiring Managers, Safety, IT, Telecom, Administrative Support, and Operations Leadership...
- Prism Health North Texas seeks a Clinical Operations Learning and Development Manager to lead onboarding, training, and professional growth for clinical staff. You will partner with HR leadership to ensure EMR proficiency and regulatory compliance, while promoting patient...
$99k - $232k
...The Opportunity As a Provider Clinical Operations Consultant, Manager you will lead client service workstreams focused on provider clinical operations, bringing together operations consulting methods, health services knowledge, and process improvement skills to support...H1b- ...linen rental and laundry service specializing in the... ...while managing their clients’ linen inventory for cost... ...currently own and operate the most HLAC-accredited... ...to ensure successful onboarding. Collaborate with CAs... ...equivalent required; Associate degree or higher preferred...Weekly payWork at officeLocal area
- ...offers electrical products and services to contractors. If it helps... ...– you can find it here. We operate throughout the southeast... ...distributor with over 45,000 associates around the globe. Being... ...this role manages customer onboarding, platform support, training,...Full timeTemporary workFor contractorsWork at officeLocal area
- ...Description Job Description The Client Relations Manager – Military Operations is responsible for overseeing all... ...Relations Manager leads program onboarding, manages client-requested changes,... ...growth and profitability. Monitor service performance and address customer...WorldwideShift work
- ...intermodal, air, and ocean—MODE drives operational excellence through technology,... ...transportation operations and ensure exceptional service for our clients. In this role, you'll coordinate... ..., and Accounting teams. Assist with onboarding new customers by ensuring all...Work at officeFlexible hours
$110k
...Job Description G MASS are seeking a senior Private Markets Operations professional to support the lifecycle management of private debt... ...and cash controls Support transaction execution and asset onboarding: asset setup, ticketing, settlement confirmation, and documentation...Contract work- We’re Hiring: Client Operations Associate, Dallas Ready to Elevate Your Career? We are looking for a detail... ...with Wealth Advisors and Client Service Associates but is primarily focused on... ...issues. Account Management & Onboarding Own the operational side of client onboarding...Temporary workWork at office
$99k - $232k
...Payer Back Office Strategy / Technology / Operations Consultant, Manager, you will play a pivotal role in transforming health services operations by leveraging your expertise in... ...Within our Operations practice, you will guide client engagements, focusing on payer...Full timeH1b- Highway App, Inc. in Dallas, TX is seeking an Operations Support Representative to handle customer calls and manage inbound support cases. The role involves representing Highway well in external communications and maintaining a proactive, responsive, and organized approach...Full timeWork at office
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