Investor Services Pro — Onboarding & Client Success
Standish Management, LLC
Standish Management, LLC is seeking an Investor Services Specialist to join our Dallas fund administration team. You will support investor onboarding, respond to client requests, and help ensure accurate financial and AML reporting for private equity funds. The role requires a Bachelor’s degree, strong Excel/Outlook skills, excellent communication, and the ability to manage multiple tasks with deadlines. You will collaborate with onboarding and engagement teams and maintain secure data handling #J-18808-Ljbffr Standish Management, LLC
- ...ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking... ...activities associated with onboarding new clients, delivering against client... ...and services.Ability to find success in a dynamic, deadline driven, and...SuggestedWork experience placement
- ...Associate, Investor Relations The Associate, Investor... ...a key support and client-facing role within the... ...s non-core investment services business line. This position... ...Support client onboarding and ongoing service activities... ...to our company's success. ALM First provides...SuggestedWork at office
- ...most prominent institutional investors (LPs) and fund managers (GPs)... ...cutting-edge solutions for our clients. If you are a high... ...Analyst is seeking an Investor Services Lead to join our Private Equity... ...LP Analyst? Comprehensive onboarding and training programs, including...SuggestedFull timeCasual workWork at officeShift work
- Senior Associate, Alternative Investor ServicesProvide fund administration services to domestic and offshore hedge fund and private equity fund clients. These services include processing of investor subscriptions and redemptions, performing anti-money laundering and due...SuggestedOngoing contractWork at officeLocal areaShift work
- ALM First seeks an Associate, Investor Relations in Dallas to support the firm’s non-core investment services and client-facing initiatives. You will coordinate day-to-day account activities, prepare client-ready materials, and partner with sales, investment, analytics...Suggested
- Charles Schwab is seeking a client-focused professional to join our service team in Dallas. You will answer inbound calls, provide financial guidance, and... ...clients across a dynamic, supportive environment. Successful candidates will hold FINRA Series 7 & 63 licenses and...
- ...seeks an Associate for its Advisor Solutions service team to support Registered Investment Advisors, delivering client service and problem solving. You will build relationships... ...and help ensure client satisfaction through onboarding and ongoing support in a fast-paced...
- ...dedication to care for our people, our clients, and the places we call home.... ...and negotiating professional services agreementsAdditional... ...Deltek, Newforma, Adobe Acrobat Pro, Microsoft Office applications... ...% are confident in our future success.Competitive Benefits:Flexible...Full timeContract workWork at officeFlexible hours
- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established... ..., transfers) at the direction of the advisor. • Onboard new clients — preparing account paperwork, coordinating asset...Work at office
- ...combines financial aptitude with investor relations and operational... ...that background every day. Success in this role looks like viewing... ...around them Learn investor onboarding and the systems that support... ...relations, ideally within financial services Bachelor’s degree in...Immediate startShift work
$79k - $125k
...people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business... ...Analysis, including forecasting, budgeting, and preparation of pro-forma financial information Provide technical expertise for...Full timeContract workWork experience placementLocal areaFlexible hours- ...ready to build a career. As a Financial Services Associate, you’ll help individuals and... ...support to help you build your client base. Get paid while you build: An activity... ...Training & Support Comprehensive onboarding program (no prior experience required)...Work experience placementImmediate startFlexible hours
$101k - $203k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...team works alongside lenders, investors, risk and internal audit functions... ..., etc. As such, pay for the successful candidate(s) could fall...Full timeWork experience placementInternshipLocal areaRemote work- Accenture is a leading solutions and services company that helps the world’s leading enterprises... ...reinvention partner of choice for our clients and to be the most client-focused, AI-... ...and human ingenuity, and we measure our success by the 360 value we create for all our...Full timeLive inWork at officeLocal area
$77k - $214k
...career in our State and Local Tax Financial Services practice, within State and Local Tax... ...provide you with the opportunity to help our clients solve their business issues related to... ...the skills we need as individuals to be successful and progress in our careers, now and in...Full timeH1bLocal area$134k - $348.5k
...regulatory compliance and managing risks for clients, providing advice, and solutions. They... ...mitigate risks effectively.In actuarial services at PwC, you will be responsible for... ...commercial mindset are all foundational to our success. You create a healthy working...Full timeTemporary workH1b- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...associates can learn and grow and financial success obtained through growth and sound fiscal...Full timeLocal areaWorldwide
- ...ll DoWe are seeking a hands-on Financial Services Principal Consultant with AI experience... ...Advisor leveraging AI interventions such as - Client Profiling, Client Advisor Mapping,... ...focusing their time on critical alerts.Faster onboarding of clients leveraging AI driven KYC...Full timeTemporary workWork experience placement
- ...essential systems and enable innovation. As a Client Engagement Director, you will be at the... ...crafts tailored solutions, and ensures successful outcomes. You’ll collaborate with... ...strategies and action plans for consulting services and solution offerings that drive sales....For contractorsWork at office
$115k - $141k
...re strategic enablers. Whether helping a client modernize their infrastructure,... ...future where technology works quietly in service of extraordinary outcomes.Job Title: Salesforce... ...stakeholders and technical teams to ensure successful AI adoption Governance, Risk, and...Temporary workLocal area- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...global workforce are directly linked to our success. We are an equal opportunity employer and...
- ...serving financial advisors and our clients. As an Investment Associate/... ...and resolve problems, onboard new accounts, process and maintain... ..., organizational, and client service skills Attention to detail... ...communities, and achieving success that is mutual. A...Full timeFlexible hours
- ...help our Ultra High Net Worth clients achieve their unique... ...Responsibilities Wealth Advisors onboard clients and manage a book of... ...the best chance for investment success by providing financial planning... ...giving, and corporate trust services. They also manage trusts, both...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
- Investor Relations and Marketing Associate Regan Capital is an SEC-Registered Investment Advisor with a successful track record spanning 14 years managing fixed income, credit and structured... ...for its predominantly institutional client base. Regan currently manages in excess...Full time
- ...insurance options. Our representatives help clients understand their choices so they can... ...needs, and present appropriate products and services. What to Expect from This Opportunity... ...state and will be reviewed with candidates during the hiring and onboarding process....Hourly payFull timeContract workFor contractorsLocal areaRemote work
$93k - $189k
...for sponsored entities, including upfront onboarding of new opportunities, due diligence, ongoing... ...professionals focused on creating the best in class client experience, product offerings and streamlined delivery of products, services and features. The scope of clients includes...Work experience placementRemote workWork from homeFlexible hours$168k - $240k
...travel will be required as needed by our clients. Who You’ll Work WithIn today’s world,... ...Understands synergy realization and has a successful track record. * Subject matter expertise... ...ways of working, and new products and services to life. We are trusted by leaders across...Temporary workWork at officeLocal areaImmediate start- ...Dallas is seeking a Private Banker to manage client relationships and provide expert advice... ...in Private Banking or Financial Services, a Bachelor's Degree, and relevant licensing... ...client experience, business acumen, and sales success. Competitive compensation and benefits...
$104.8k - $192.3k
...opportunity EY's Forensics Insurance and Federal Claims Services practice specializes in helping clients achieve their financial recovery goals following... ...presence will be required. Skills And Attributes For Success Take responsibility for high quality execution and delivery...Summer holidayWork at officeLocal areaFlexible hours- ...financial representatives on the complete spectrum of products and services. This job covers institutions aligned to regional structures... ...planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. These...Immediate start
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