Client Onboarding & Front Desk Specialist
100 Raymond James & Associates, Inc.
100 Raymond James & Associates, Inc. is seeking a qualified candidate to process money movements of client funds while providing administrative support to branch management. The ideal candidate should possess a High School Diploma or equivalent and have at least one year of experience in the securities industry. This role involves handling client inquiries, managing mail distribution, and assisting with client onboarding. Candidates can expect a competitive benefits package, including health insurance and paid time off. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
- ...Associate, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20%...SuggestedWork experience placementWorldwideFlexible hours
- ...Job Description Specialist, Client Processing II - Loans Enablement At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we...SuggestedWork experience placementWorldwideFlexible hours
- ...Specialist - Client Processing I We're seeking a future team member for the role of Specialist - Client Processing I to join our Loans Enablement Platform - Client Processing team. This role is located in Houston, Texas. In this role, you'll make an impact in the...SuggestedWork experience placementLocal area
- DLA Piper seeks a Treasury Specialist to support the firm's treasury operations in a hybrid role spanning Accounts Receivable and Client Trust. The role processes cash receipts for the operating account and handles Client Trust receipts/disbursements, collaborating with...Suggested
- BNY is seeking a Senior Specialist for CLO Client Reporting based in Houston, Texas. In this role, you will manage portfolio compliance and collaborate with clients and the analytics team to ensure accurate reporting. The ideal candidate has a Bachelor's degree, 5-7 years...Suggested
- BNY Mellon is seeking a Senior Specialist in CLO Client Reporting based in Houston, Texas. This role is crucial in delivering accurate reporting on Collateralized Loan Obligations for clients and internal stakeholders. The ideal candidate will possess a Bachelor’s degree...
- ...Specialist, Client Processing I - Loans Enablement At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20%...Work experience placementWorldwideFlexible hours
- BNY Mellon is seeking a Senior Specialist, Client Operations - CLO Reporting to join the Structured Debt Client Platform team in Houston, TX. This role will involve delivering accurate reporting on Collateralized Loan Obligations and engaging with various stakeholders...
- Senior Specialist, CLO Client Reporting Location: Houston, Texas Overview Part of BNY’s Corporate Trust business (Structured Debt Platform); CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for internal...Work experience placement
- We’re seeking a future team member for the role of Specialist, Client Processing 1 to join our Conventional Trust Client Platform team. This role is located in Houston, Texas In this role, you’ll make an impact in the following ways: Performs routine and non-routine...Work experience placementWork at office
- Huntington National Bank is seeking a Treasury Management Specialist Senior in Houston, Texas. In this role, you will foster client relationships, deliver treasury solutions, and support portfolio growth. You'll work closely with Treasury Management Advisors to structure...
- Senior Specialist, CLO Client Reporting We're seeking a future team member for the role of Senior Specialist, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located in Houston, Texas . Overview As part of BNY's Corporate Trust business...Work experience placementFlexible hours
- Team Lead, Client Processing Location: Houston, TX At BNY, our culture encourages growth and success. As a leading global financial services company, we influence nearly 20% of the world’s investible assets. Our teams harness cutting‑edge AI and breakthrough technologies...Flexible hours
- Senior Specialist, CLO Client Reporting Location: Houston, Texas Overview As part of BNY's Corporate Trust business (Structured Debt Platform), the CLO Reporting Analyst Team delivers timely, accurate, and insightful reporting on Collateralized Loan Obligations for...Work experience placement
- Hellmann Worldwide Logistics is seeking an Import/Export Specialist based in Houston, Texas, to support our brokerage department. The role... ...involves managing the entry process, resolving issues with clients and carriers, and ensuring compliance with regulations. A successful...Work at officeWorldwide
- BNY Mellon is seeking a Senior Specialist, CLO Client Reporting to join our Structured Debt Client Platform team in Houston, Texas. The role involves delivering timely and insightful reporting on Collateralized Loan Obligations and requires collaboration across teams....
- ...litigation firm is looking for a Legal Receptionist / Intake Specialist to join their growing team. The ideal candidate must be fluent... ...excellent customer service skills. Responsibilities include greeting clients, answering phones, managing client information, and providing...
- Specialist, Client Processing Location: Houston, TX We’re seeking a future team member to join our Loans Enablement Operations team. In this role, you’ll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions...Work experience placementLocal area
$72k - $80k
A healthcare organization is seeking a Provider Relations Specialist in Houston, responsible for supporting provider networks and ensuring... .... This role requires frequent travel and duties include onboarding and maintaining communication with providers. Candidates should...- ...Legal Receptionist / Intake Specialist Plaintiff's personal injury litigation firm is seeking... ...Meet, greet, and screen new potential clients over the phone or in person Answer... ...documents) for Spanish-speaking clients. Onboard new clients by gathering, processing,...Work at office
- ...Administrative Assistant for the Genitourinary Cancer Center. The role supports leadership and staff, manages HR file maintenance, onboarding, payroll, and travel/expense processes, and coordinates meetings, catering, and minutes. The position emphasizes independent work...
- The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational... ...and review documentation required for client and investment onboarding. Monitor capital calls, subscription activity, and redemption...Temporary workWork at office
- ...responsible for providing exceptional administrative support and hospitality to visitors. Key duties include managing calls, welcoming clients, and ensuring meeting rooms are ready for use. The ideal candidate will have a minimum of 3-4 years of relevant experience, a...
- Gryphon Healthcare in Houston is seeking a Receptionist who will serve as the first point of contact for clients and guests. This role involves traditional front desk duties, customer service, and administrative support within a Revenue Cycle Management environment. The...Work at office
$120k - $130k
...Position Overview SAVI EHS is recruiting on behalf of our client for a direct-hire Safety Specialist III position based in Houston, Texas. This role will... ...substance abuse testing, background verification, and client‑specific onboarding requirements. #J-18808-Ljbffr...Full timeContract workFor contractorsFor subcontractorWork at officeRelocation- ...We are seeking to hire a multi-tasking and customer-focused front desk specialist to join our team. The ideal candidate will be proficient in both front office and call center duties, ensuring the smooth operation of the practice. Previous experience in an OBGYN office...Work at office
- ...Valid8 Financial, Inc. in Houston is looking for a Patient Registrar to maintain the efficient workflow of front desk operations. The role involves greeting patients, documenting information, and performing clerical duties. The ideal candidate should have a high school...
- ...Summit Health Management in Houston is seeking a Patient Reception Specialist to enhance patient experience and trust. You will welcome patients, validate insurance, and manage appointment documentation while ensuring a professional atmosphere. Adept in EMR systems, medical...
- ...The Staffing Specialist will manage the daily fulfillment of client staffing orders, ensuring timely and compliant placement of qualified healthcare professionals... ...company requirements; partner with Compliance and Onboarding teams to address documentation gaps and reduce time...Work at officeLocal areaShift work
- ...is looking for a detail-oriented Booking Support Specialist to assist with reservation coordination and client support. This fully remote role involves handling... ...environment. We offer flexible remote work, structured onboarding, and opportunities for advancement. #J-18808-...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Front Desk Specialist. Be the first to apply!
- part time customer representative Houston, TX
- remote customer service advisor Houston, TX
- client service representative Houston, TX
- bilingual customer service representative spanish english Houston, TX
- technical customer service advisor Houston, TX
- insurance customer service advisor Houston, TX
- bilingual customer support specialist Houston, TX
- online customer service assistant Houston, TX
- client solutions specialist Houston, TX
- customer service associate Houston, TX

