Senior Onboarding & Client Operations Specialist
Kestra Financial
Kestra Financial in Austin, Texas is hiring a Senior Client Service Associate to oversee complex processing challenges related to client accounts. This role involves mentoring colleagues, resolving intricate issues, and ensuring exceptional service through advanced phone and Salesforce case management. The ideal candidate should possess 3-7 years in brokerage operations, advanced problem-solving skills, and the ability to influence outcomes. The position offers competitive pay, professional growth opportunities, and a supportive work environment. #J-18808-Ljbffr Kestra Financial
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- ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management... ...their clients. Lead with Purpose, partner with Impact. The Onboarding Operations Specialist reports to the Onboarding Supervisor. You will be a part...Suggested
- ...independent financial professionals. As a Senior Client Service Associate, you will oversee... ...and their assistants on complex operational procedures and AdvisorComplete® functionalities... .... Mentor junior Client Service Specialists and Associates, sharing expertise and...SeniorWork at office
- ...A major financial services firm in Austin is looking for an Onboarding Operations Specialist to manage the operational needs of transitioning clients. Responsibilities include processing new accounts, answering questions about paperwork, and educating staff on operational...Suggested
$3,000 - $4,999 per month
...Career Opportunities: Senior Operations Specialist (17163) Posting ID 17163 -Posted - Dept of State Health Services - Pharmacy Branch - Healthcare Support - Not Eligible for Telework - b. $3000 - $4999 per month DSHS is committed to hiring skilled and dedicated individuals...SeniorFull timeTemporary workPart timeLocal areaRemote workShift work- Pasona N A, Inc. is seeking a highly organized Office Operations Specialist to oversee office administration, logistics coordination, and procurement activities in their Austin, Texas office. This senior-level role requires strong operational leadership and the ability...SeniorFull timeWork at office
- ...bookings globally. Our technology helps operators thrive while delivering unforgettable... ...looking for a Customer Success Operations Specialist to be the operational backbone of our... ...Support smooth handoffs between Sales, Onboarding Specialists, and CSMs so accounts transition...Flexible hours
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- ...leading educational institution in Austin, Texas, is seeking a Senior Administrative Associate to provide advanced administrative... ...role involves managing sensitive academic records, supporting operational tasks, and collaborating with students and faculty. Candidates...SeniorWork at office
- HCL Technologies Limited is seeking a professional in Austin, Texas to provide advanced technical support and ensure positive customer feedback. The role involves troubleshooting, root cause analysis, and adherence to company quality standards. Key responsibilities include...Senior
$55k - $108.5k
Job Description The Campaign Data Operations Senior Associate supports the execution of Crowe’s marketing and business development initiatives... ...responsible for data preparation, list generation, seller onboarding, and event‑related CRM activity tracking support. The senior...SeniorLocal area- A leading recruiting firm is seeking an experienced Pipefitter for a full-time, onsite role in Austin, Texas. The ideal candidate will have 3-5 years of experience in pipefitting, a solid understanding of piping systems, and the ability to work with various tools and techniques...SeniorFull time
- ...-to-market organization. This role involves building sales processes and enabling frameworks to enhance productivity, supporting onboarding, and collaborating with multiple teams. You will work in a remote setting from Austin, Texas, focusing on improving business value...SeniorRemote work
- ThermoFisher Scientific is looking for a Sr Lab Sales Training Specialist in Austin, Texas. This role involves supporting the training of Laboratory Sales personnel and delivering top-notch onboarding experiences. The ideal candidate will have a Bachelor's Degree and over...Senior
- NinjaOne is seeking a detail-oriented Senior HR Generalist to enhance HR processes in Austin, TX. In this hybrid role, you will administer HR functions from onboarding to off-boarding and support employee relations, compliance, and policy development. The ideal candidate...SeniorWork at office
- Kestra PWS is seeking a Senior Onboarding Operations Specialist III in Austin, Texas. In this role, you'll lead complex processing and issue resolution while serving as a key point of contact for client and advisor needs. Your expertise in brokerage operations will contribute...Senior
$87k - $113k
An innovative technology company in Austin, Texas is hiring a Benefits Operations Specialist to manage the administration of employee benefits programs. The role involves handling everyday benefits tasks, conducting audits, and leading projects related to benefits management...Senior- ...Job Details Job Location: Quarry Lake Headquarters - Austin, TX 78759 Position Type: Full Time Job Category: Finance - Senior Loan Operations Specialist Qualifications Six months to one year of experience in a related field required. Proficiency in Excel and analytical...SeniorFull timeLocal areaFlexible hours
- ...seeks a highly experienced Sr Director of Solution Implementation & Delivery in Austin. This pivotal role involves leading customer onboarding and ensuring the successful rollout of Autonomize AI’s platform within a complex healthcare environment. The ideal candidate will...Senior
$70k - $80k
Vestwell is seeking a project manager in Austin to oversee onboarding and integrate new plans into our financial technology platform. The role focuses on coordinating with advisors and sponsors, while managing the entire onboarding process to ensure a seamless experience...Senior- A healthcare technology company is seeking a Senior Full Stack Developer to create a self-service onboarding portal for enterprise clients. This role involves designing intuitive tools that allow healthcare organizations to streamline patient access workflows. Applicants...SeniorRemote job
$78k - $147k
...and technology, we fuel frictionless operations and help enterprises accelerate... ...let's talk! Job Summary: As a Senior HR Operations Specialist at Reltio, you will support the efforts... ...employee lifecycle activities—including onboarding, offboarding, and compliance...SeniorLocal areaFlexible hours- A leading design consultancy is seeking a Senior Instrumentation & Controls Engineer to join its Buildings team in Austin, Texas. The role involves leading the design and implementation of advanced automation systems for various industries, including semiconductor and...SeniorFull time
- ...Join 1 Hotel Austin as a People Operations team member where you'll support administrative and operational duties. You will be crucial in onboarding new hires, maintaining personnel files, and acting as a point of contact for team members' inquiries. The ideal candidate...
- ...or an alternative application process. Operations Specialist (Austin) Austin, TX, US 2 days ago... ...Demonstrate a positive, professional, and client-oriented attitude about the company... ...onsite teams on these changes. Recruit, onboard, and train onsite team members to better...Contract workWork at officeRemote workFlexible hoursWeekend work
- ...Internet Brands, based in Austin, is seeking an Operations Support Representative to manage client relationships and assist in onboarding new clients. You will be responsible for executing tasks essential for setting up client accounts and ensuring effective chat services...Work at officeFlexible hours
$24 per hour
Prosperity Life Group in Austin, Texas is seeking a Client Services Representative III to support inbound inquiries from policyholders and producers. The ideal candidate will showcase strong customer service instincts, adept problem-solving skills, and a solutions-oriented...SeniorHourly pay
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