Waterfall Specialist: Client Onboarding & Calculations
Citco Group of Companies
Citco Group of Companies in Dallas is actively seeking a Waterfall Specialist to join their PE/RE Waterfall and Onboarding Team. This position requires 3-5 years of fund accounting experience with knowledge of US/Canadian GAAP and strong communication skills. Responsibilities include onboarding clients to Citco Waterfall and managing complex waterfall calculations. Citco offers a comprehensive benefits package including medical coverage and a retirement savings plan. The ideal candidate will have expertise in funds accounting and project management, contributing to the company's commitment to excellence. #J-18808-Ljbffr
- The Citco Group Limited is seeking a Waterfall Specialist in Dallas, Texas. This client-facing role requires 3-5 years of fund... ...GAAP. The successful candidate will onboard clients to Citco Waterfall, document distribution calculations, and collaborate with global fund accounting...Suggested
- A leading recruitment agency located in Dallas, Texas, is seeking a Client Intake Specialist to perform conflict searches and manage client information accurately. The ideal candidate should have experience in new business processing, maintain confidentiality, and possess...Suggested
$65k
...Our client’s Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory... ...through innovative technology. We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative investments firm in...SuggestedPermanent employmentContract workWork at office$59.9k
...capabilities to provide personalized service wherever our clients' needs take us. As one of the world's leading law firms, we... ..., innovation, and professional growth. Job Title Specialist, Global Onboarding Location Charlotte, Dallas, Los Angeles, Washington...SuggestedTemporary workWork at officeLocal areaFlexible hours$85k - $105k
...Billee.AI in Dallas, Texas is looking for an Implementations Specialist to manage client onboarding and ensure successful deployment of their utility billing platform. The role requires strong SQL skills and experience in utility billing software implementations. You...Suggested$65k
A leading consulting firm in Dallas is seeking a Senior KYC / Onboarding Lead to oversee the onboarding process for an alternative investments client. Key responsibilities include managing workflows, engaging in client discussions, and ensuring compliance with KYC standards...Contract work- G MASS Consulting is seeking a Senior KYC / Onboarding Lead to support a financial services firm in Dallas, Texas. This role is client-facing and requires expertise in onboarding, strong analytical skills, and high attention to detail while ensuring compliance and quality...
- A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...
- The Goldman Sachs Group is seeking a PWM Client Onboarding Technology Associate in Dallas, Texas. The candidate will facilitate Agile events and coach team members in Agile methodologies. Ideal applicants should have strong communication and facilitation skills, and a Bachelor...
- Citibank (Switzerland) AG is looking for a Client Experience Associate based in Dallas, Texas. This hybrid role involves ensuring effective client onboarding and account openings, managing client relationships while adhering to regulatory guidelines. The ideal candidate...
- Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing a comprehensive onboarding plan for new clients and delivering exceptional customer service, primarily through virtual meetings...Remote jobFlexible hours
- Treasury Management Client Onboarding Specialist PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist in Dallas, Texas. The Treasury Management Client Onboarding Specialist is responsible for the complete onboarding support...Currently hiringWork at office
$69.13k - $96.47k
Citigroup Inc. is seeking a professional for a role focused on client onboarding and account opening within their Banking, Credit, and Investments platform in Dallas, Texas. Candidates should have 2-5 years of relevant experience, with strong analytical and interpersonal...- About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding Specialist partners with new DESTINI customers to execute a pre-packaged onboarding plan and deliver world...Full timeRemote workWork visaFlexible hours
$27 per hour
A dedicated immigration law firm in Dallas is seeking a Sr. Intake Specialist to provide elevated support to clients and teams. The role involves training team members, improving client experiences, and monitoring consultations. Ideal candidates will possess analytical...- ...Summary The Corporate Actions Specialist plays a critical role within... ...introducing broker‑dealer clients. This role requires a... .../OCC processes, entitlement calculation, data validation, reconciliation... ...Manager on new product onboarding and procedural changes. Support...Full time
$70k - $100k
...Operating as trusted partners to our clients, we deliver intelligent solutions... ...journal entries, fee and interest calculations, investor notices, and waterfall models. You'll manage audits, year-end processes, assist with onboarding new team members, and suggest improvements...Local areaWorldwideFlexible hours$50k - $60k
...Client Relationship Coordinator (Full-Time) Job Description Date Modified: January 29, 2026 FLSA Classification: Exempt... ...professional, community, and corporate settings. Support onboarding and transition of new partners into the CWSP model. Other...Full timeImmediate start- ...Associate, Client Service The Associate, Client Service plays a key support and client-facing role within the firm's non-core investment... ...and business development deliverables. Support client onboarding and ongoing service activities, including documentation, data...Work at office
$65k - $95k
...Dallas, Texas, and Hyderabad, India. ( About the Role The Customer Onboarding Associate is an energetic customer facing person who will... ...strategic thinking to ensure mutual success for both Turvo and our clients. This is a remote position based in the US. The successful...Contract workRemote workWork from home$72k
Associate, Private Market Clients - (January 2026 Start) Associate, Private Market Clients - (January 2026 Start) 1 day ago Be among... ...Metroplex $70,000.00-$90,000.00 4 days ago Client Services and Onboarding Support | Associate | Dallas Dallas-Fort Worth Metroplex $90,0...Full timeJanuary startWork at officeRemote workWorldwideFlexible hours- ...Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin... ...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features...Contract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...Remote Client Support Specialist We are seeking a proactive and service-driven Remote Client Support Specialist to assist customers throughout... ...Stands Out: ~100% remote flexibility ~ Structured onboarding and ongoing support ~ Clear systems and tools provided...Remote job
$60k - $65k
WizeHire, Inc is seeking a Client Sales Specialist in Dallas, TX. This role involves conducting initial calls with potential clients and guiding them through their options without offering legal advice. The ideal candidate is someone with sales experience, a positive attitude...$45k - $55k
...seeking a motivated and detail-oriented Remote Destination Specialist to assist clients with researching, coordinating, and organizing travel... ...level opportunity within the travel industry. Structured onboarding and ongoing training are provided. Key Responsibilities...Remote workFlexible hours- ...Una agencia de viajes busca un(a) Representante de Servicio al Cliente en Viajes (Remoto) para apoyar a los clientes durante su experiencia de viaje. El candidato ideal debe tener excelentes habilidades de comunicación, experiencia en servicio al cliente, y un interés...Remote work
$65k
...Job Description Job Description Our client’s Networks group offers best-in-class technology and industry-leading practices to help... ...innovative technology. We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative investments firm in this...Permanent employmentContract workWork at office- ...foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate... ...programs, and application development We Offer: ~2-week onboarding training program, as well as structured mentorship. Continuing...For contractorsWork experience placementInternshipWork at officeLocal areaImmediate startWorldwide
- ...Project Specialist - Client Support - Dallas, TX DISHER is currently partnering with a global service supply chain leader specializing in mission-critical, post-sales solutions for hardware and technology companies. In this role, you will serve as the operational...Work at officeLocal areaRelocationFlexible hoursShift work
- ...Job Description Job Title: Closing Specialist Job Category: Non-Exempt Department... ...that communicates heavily with borrowers, clients, and vendors. The closing department is... ...information to accurately perform calculations. Possess strong written/verbal communication...Temporary workWork at officeRemote work
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