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
- 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
- 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
- ...dedicated to empowering independent financial professionals—including traditional... ...businesses and deliver exceptional client service. We combine advanced business... ...Purpose, partner with Impact. The Onboarding Operations Specialist reports to the Onboarding Supervisor...Suggested
$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$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...SuggestedLong 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 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...
$70.58k
...Accounting Operations Specialist Are you tired of accounting jobs where you’re one invisible cog in a giant AP queue, closing books you’... ...is the premier DEXA operator in the country, and accurate financial operations are how we scale it responsibly. First-year Accounting...Hourly payWork at officeFlexible hours$120 - $125 per hour
...Job Description Job Description Role: AI Operations Solutions Specialist (AI Forward Deployed Engineer) Employment: Contract, 90-day Location: Preferred Hybrid in Austin, TX The Opportunity: Efinity Mortgage is a growing mortgage lending operation preparing...Hourly payContract work$25 - $28 per hour
...and streamlined payment and operations. Our platform has led to more... .... The Product Operations Specialist, Risk is responsible for the... ...accurately and within established service‑level timelines Operations... ..., ideally in fintech or financial services Hands‑on experience...Hourly pay$33.18 - $36.87 per hour
...or Austin, TX and will be onsite 4 days a week **Make a significant impact on talent acquisition strategies for a leading financial services institution!** In this position, you will play a pivotal role in shaping the future workforce of an organization dedicated to...Hourly payTemporary workWork at office$65k - $75k
Release-Recovery in Austin, TX is seeking a Billing Specialist to manage the billing cycle and support revenue operations. The ideal candidate will have 1-2 years of AR experience, strong organizational and communication skills, and proficiency in QuickBooks and Excel....Full time- 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...
- Latham & Watkins LLP is seeking a Specialist for their Global Finance team in Austin, Texas. You will be responsible for coordinating billing processes, preparing invoices, and ensuring compliance with regulations. The role requires in-office presence initially, followed...Work at office
- Live Nation Entertainment is seeking an AP/AR Specialist located in Austin, Texas. This role involves a blend of transactional and entry-level accounting tasks. The ideal candidate should be a self-motivated individual with exceptional attention to detail, capable of multitasking...
$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$65k - $75k
Latham & Watkins in Austin is seeking a Specialist to join their Global Finance team. This role involves coordinating billing activities and ensuring compliance with regulations. Candidates should have strong communication and technology skills, and a bachelor's degree...$87k - $113k
...Logitech Benefits Operations Specialist Logitech is hiring a Benefits Operations Specialist to manage the operations and administration of benefits... ...benefits programs by creating and updating Employee Self‑Service support and the P&C knowledge base Keep up to date...Local areaImmediate startFlexible hours$20.91 - $24.47 per hour
...ASM Research, An Accenture Federal Services Company is looking for a Customer Support & Billing Operations Specialist in Austin, Texas. The role requires managing billing related email requests, performing database research, assisting with environment testing, and providing...Hourly pay- 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...
- Lvcollective in Austin, Texas is looking for an Accounting Operations Analyst responsible for managing the transactional accounting functions that support efficient operations. This key role involves credit card expense processing, employee reimbursements, and accounts...
- ...Revenue Operations Analyst / Deal Desk Specialist (Contract-to-Hire) ConSol Partners is partnering with a high-growth technology company to identify a Deal Desk Specialist for a 6-month contract opportunity with strong potential for permanent conversion. This role is ideal...Permanent employmentContract work
- ...Restream is looking for a driven and ambitious Revenue Operations Specialist to join our Global Sales team based in Austin, Texas. As the #1 multi-streaming solution, Restream enables organizations to communicate live with their customers across 20+ channels (YouTube,...Contract workWorldwide
$90k - $110k
...equitable and progressive democracy. Revenue Operations Specialist will own Accounts Payable, Accounts... ...as customers to be given excellent service. This is a hands‑on role, as we prefer... ...management, and other areas of financial operations. You’ll partner with our high...Full timeTemporary workWork at officeLocal areaRemote workFlexible 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
- ...a hybrid role that combines full-cycle recruiting with talent operations and recruiting coordination responsibilities. You will play a... ...Compensation, Finance, and Payroll to support hiring operations and onboarding processes Data & Reporting Analyze recruiting metrics...Temporary workInternshipLocal area
- ...connecting top talent with significant job opportunities and aiding client workforce growth. This role blends relationship-building and onboarding coordination within a supportive team environment. Ideal candidates will be friendly, detail-oriented, and proactive, with a...
$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$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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Onboarding & Operations Specialist. Be the first to apply!
- financial clearance specialist Austin, TX
- finance specialist Austin, TX
- financial crimes specialist Austin, TX
- financial management specialist Austin, TX
- service advisor automotive Austin, TX
- service consultant Austin, TX
- service delivery associate Austin, TX
- support services specialist Austin, TX
- public service officer Austin, TX
- service worker Austin, TX


