Financial Services Onboarding & Operations Specialist
Kestra PWS
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 procedures. The ideal candidate has over 2 years of experience in brokerage or client support, as well as a high school diploma. The firm offers competitive pay, benefits, and significant opportunities for professional growth. #J-18808-Ljbffr Kestra PWS
- ...the dynamic team at Kestra Financial! Kestra Financial provides... ...provide superior client service. With a culture rich in reinvention... ...SUMMARY: The Sr. Onboarding Support Specialist (Career Band S3) plays a... ..., along with back-office operational processing (35%) during...SuggestedPermanent employmentFull time
- ...dedicated to empowering independent financial professionals—including traditional... ...businesses and deliver exceptional client service. We combine advanced business... ...with Purpose, partner with Impact. The Onboarding Operations Specialist reports to the Onboarding Supervisor...Suggested
- Sr. Onboarding Operations Specialist III Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United... ..., June 3, 2026 at 8:00 AM Kestra Financial is a wealth management platform dedicated... ...and deliver exceptional client service. We combine advanced business management...SuggestedWork at office
- Role Overview Kestra Financial is a wealth management platform dedicated... .... As a Senior Client Service Associate, you will oversee... ...their assistants on complex operational procedures and AdvisorComplete... ...Mentor junior Client Service Specialists and Associates, sharing...SuggestedWork at office
$23 per hour
A reputable financial services company is looking for a Retirement Plan Specialist to work fully remotely. In this entry-level role, you'll assist clients with their 401(k) plans, ensuring accuracy and compliance. Ideal candidates are detail-oriented with strong communication...SuggestedRemote jobHourly pay$90.23k
...Lead Finance Operations Specialist Location: United States – Nationwide (Hybrid Work Options possible) Responsibilities Lead internal financial, planning, and analysis projects including budget,... ...Experience working for a professional services organization. Experience using...$25 - $35 per hour
Get AI-powered advice on this job and more exclusive features. The HT Group has a financial services client in Austin, TX looking for a Liquidation Operations Support Specialist who is detail-oriented, analytical, and technically savvy to support a wide range of administrative...Long term contractContract workWork at office- Kestra Financial in Austin, Texas is hiring a Senior Client Service Associate to oversee complex processing challenges related to client accounts. This role involves... ...candidate should possess 3-7 years in brokerage operations, advanced problem-solving skills, and the ability...
- A financial services company located in Austin, Texas is seeking an experienced Accounting Administrator to manage daily accounting operations, including processing accounts payable and maintaining vendor data. The ideal candidate will have a Bachelor's degree in accounting...
- ...A Texas-based financial services firm is seeking a Commercial Loan Administrator to support loan officers by coordinating loan closings, ensuring compliance with regulations, and managing client communications. Candidates must have a minimum of 5 years of commercial lending...Work at office
- A leading financial services firm located in Austin, Texas, is seeking an Onboarding Operations Specialist to serve as the introductory voice for transitioning clients. The role involves processing new accounts, troubleshooting paperwork issues, and educating representatives...
- ...while accessing a shared operating platform, proactive... ...billing, and compensation services.Position SummaryThe Operations Specialist supports the day-to-day... ...for direction.Advisor Onboarding ExecutionExecute new-advisor... ...PTODisclaimer49 Financial is an equal opportunity...Full timeTemporary work
$50k
...Financial Operations Specialist Huston-Tillotson University - AUSTIN, TX 78702 Salary Range $50,000.00 Salary/year Description POSITION... ...a collaborative finance team. Strong student/customer service orientation. Ability to manage confidential financial...Full timeWork at office- The Texas Public Policy Foundation is seeking a mission-driven Development & Operations Associate to support fundraising and finance functions. This role involves accurate gift processing, donor data management, and clerical accounting support. The ideal candidate will...
$45k - $60k
...Financial Operations Specialist Location: Leander, TX (Hybrid – 4 Days In‑Office / 1 Day Remote) Type: Full-Time | Finance & Operations About TELIN... ...is one of the fastest-growing telecom distributors and service providers across the USA, Canada, and Australia. We help...Full timeWork at officeRemote workShift work- ...LV Collective in Austin, Texas is looking for an Accounting Operations Analyst to manage transactional accounting functions for its development... ...-back invoicing. The ideal candidate will have proficiency in financial systems, particularly NetSuite, and strong organizational...
- The Independent Media Initiative is seeking an Operations & Finance Coordinator in Austin, TX to be the administrative and financial backbone of the organization. You will manage bookkeeping, process invoices, and support financial reporting for grant funders. This role...
- Txdot is seeking a Finance Operations Specialist for their Stassney campus in Austin, Texas. This role involves operational support, recruitment coordination, and process improvement under limited supervision. The ideal candidate will have a Bachelor's degree in business...Work at office
- Cardinal Health is seeking a Finance Operations professional in Austin, Texas. Responsibilities include managing customer rebates and financial processes crucial for organizational success. The ideal candidate should have a Bachelor's degree in Finance or a related field...Flexible hours
- The Texas Department of Transportation is hiring a Finance Operations Specialist for their office in Austin, Texas. This role involves supporting operation activities, assisting in recruiting, and improving processes with Microsoft applications. Candidates must have a Bachelor...Work at office
$88k - $140k
A technology-driven financial services company is seeking a Revenue Operations Analyst to enhance merchant lifecycle processes and drive revenue growth through data-driven insights. Responsibilities include managing cross-functional initiatives, optimizing lead routing...Flexible hours- ...Senior Specialist, Global HR Operations At Quest Software, we build technology that simplifies IT management... ...consistency, and scalable HR service delivery. We are looking for someone... ...across the employee lifecycle, including onboarding, offboarding, job changes, leaves of...Flexible hours
- A leading telemedicine company is seeking a Human Resources & Recruiting Specialist in Austin, TX. This hybrid role involves supporting talent acquisition, coordinating HR operations, and ensuring a smooth candidate experience. Ideal candidates possess strong organizational...Flexible hours
- The Hispanic Alliance for Career Enhancement is seeking a candidate to support financial operations in Austin, Texas. This role includes analysis of revenue information and balancing financial data while collaborating effectively with partners. A qualified candidate will...Hourly payFull timeWork at office
- ...processing, overseeing benefits administration, and administering various leave types. The ideal candidate will possess strong HR Operations experience, particularly in payroll and benefits, along with adeptness in using Rippling HRIS. Candidates should have an...Remote work
- Austin Wealth Management is an independent financial planning firm based in Austin, TX. We... ...impact action in their financial lives. We operate on a foundation of advocacy, education,... ...aimed at improving efficiency and service delivery Maintain institutional relationships...Full time
- A financial planning firm in Austin, TX, is seeking an Investment Operations Associate to support trading and operational excellence. This full-time role offers significant professional development opportunities. The ideal candidate will have a Bachelor’s degree in a relevant...Full time
- Texas Southmost College is seeking a payroll professional responsible for maintaining accurate employee records and preparing reports for retirement and tax funds. The role includes assisting with payroll inquiries, auditing time records, and processing disbursements. The...Weekend workAfternoon shift
$45k - $60k
A telecom distributor is seeking a Financial Operations Specialist to support the Finance & Operations team with financial administration and operational support. The role includes tax filing preparation, accounts payable, and general bookkeeping. The ideal candidate has...- ...responsible for some of the most employee-facing domains in People Operations: payroll, benefits administration, and leave management. You... ...- we love celebrating each other! Commitment to community service with opportunities to give back A Best Places to Work company...Temporary workCurrently hiringWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
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