Senior Associate, Client & Advisor Services — Onboarding & Ops
Focus Financial Partners
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 possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients. #J-18808-Ljbffr Focus Financial Partners
- ...seeking a CyberArk Sr. Build and Support / Ops Lead to oversee operations and support... ...team, manage policies, and ensure seamless onboarding of target systems, including Linux and... ...contribute to the continuous improvement of services while working in a dynamic environment...Senior
- ...we proudly partner with client pharmacies across the... ...team by hiring a Client Ops Admin (Administrative Support... ...to the VP of Client Services and the Directors. This... ...and ensure all onboarding steps are initiated promptly... ...Experience supporting multiple senior leaders simultaneously...SuggestedH1bWork at officeFlexible hours
- A fast-growing wealth management firm is seeking a Senior Trading Associate in Dallas, Texas, to manage and scale trading operations. This role involves overseeing the full trade lifecycle and ensuring compliance with trading policies. Ideal candidates will have a Bachelor...Senior
- ...specialized global commercial real estate loan services provider and partner for lenders and... ...team members who serve a global client base from offices in Atlanta (headquarters... ...every day. Job Summary: The Senior Associate, Transaction & Processing, is responsible...Senior
$49.5k - $118.99k
Baker Tilly US is searching for a Senior Associate in Dallas, Texas. This hybrid position involves providing accounting services such as accounts payable and financial reporting.... ...experience, preferably in a CPA firm. Strong client service and attention to detail are...Senior$74k - $138k
...Application Deadline: 06/04/2026 Address: 200 Crescent Court Job Family Group: Customer Shared Services Provides accurate and timely information/service for client products and services. Supports the delivery of the desired customer experience in alignment with...SeniorContract workPart timeLocal area- ...wealth management firm based in Dallas is looking for a Senior Trading Associate to support their trading operations. You will be responsible... ...benefits, and unlimited PTO as part of a collaborative team committed to excellence in client service. #J-18808-Ljbffr FartherSenior
- A leading global alternative asset manager is seeking a Senior Operations Associate to manage the lifecycle of various investment products and corporate actions. This unique role, newly created due to growth, involves overseeing outsourced operations, ensuring quality control...Senior
$91.66k - $120.3k
...Hi, we're Oscar. We're hiring a Senior Associate, B2B Marketing Automation to join our Marketing team.... ...Salesforce Marketing Cloud, including lead nurture, onboarding engagement and retention campaigns. Partner with the Data and Ops teams to ensure the right data structures,...SeniorFull timeWork at officeRemote work$25 per hour
...participants will work with their supervisors to set a schedule ranging from 20‑25 hours per week. Participation in the part‑time co‑op program could also range from 1‑4 semesters. Qualifications Working toward a Traditional or Accelerated Master’s degree in Accounting...SeniorHourly payTemporary workPart timeLocal areaRelocationVisa sponsorshipWork visa- ...Our client is a well-established wealth management firm that has been helping... ...are looking for a detail-oriented Senior Client Service Specialist to join their growing team... ...a key role in supporting Financial Advisors through onboarding, account processing, and day-to-day...SeniorWork at officeFlexible hours
- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...LLP (Baker Tilly) provide professional services through an alternative practice structure... ...(BT) as a Family Office Accounting Senior Associate! Our Family Office practice provides accounting...SeniorWork at officeLocal areaWorldwide
$130k - $185k
...Execution - Capital Edge – Senior Associate-Consultant The... ...’s full spectrum of services, we’ve reimagined... ...a broad portfolio of clients and industry sectors.... ...– Serve as an advisor on leading practices... ...Experience training and onboarding and supporting users...SeniorWork experience placementSummer holidayWork at officeFlexible hours$70k - $90k
Senior Associate- Regulatory Compliance (Alternative Assets) Full-time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of...SeniorPermanent employmentFull timeLocal areaWorldwideFlexible hours- ...Job Title Under supervision of the Guest Service Shift Leader, provides first-line customer service and transportation to guests on... ...calculations. Vision (near/far/depth) ability to operate controls onboard bus, safely drive and navigate through traffic. Hearing...SeniorHourly payImmediate startFlexible hoursShift workRotating shift
- A luxury fashion brand is seeking a Senior Client Advisor in Dallas, Texas, to provide impeccable client service and uphold brand standards. This role involves mentoring team members and creating memorable experiences for clients. The ideal candidate should have strong...SeniorHourly payFlexible hoursAfternoon shift
$146.7k - $335.1k
..., Seattle Role Overview The Transition/Onboarding Lead will play a critical role in ensuring... ..., transition, and stabilization of clients onto EY’s IFMS operating model. This role... ...governance to ensure smooth onboarding of client services into steady‑state operations....Senior- ...Senior Client Advisor, Highland Park Village Dallas, TX KHAITE is a way of looking at the world. Shaped by formative encounters, cultural... ...Action oriented; drive for results Strong client service orientation and customer focus Social perceptiveness Problem...SeniorFlexible hoursAfternoon shift
- Valor Intelligent Processing, LLC is looking for an Experienced Client Services Manager to oversee client relationships and ensure adherence to service delivery standards within our contact center. The ideal candidate will have a strong background in BPO, excellent communication...Senior
$10 per hour
...environment? Come join us. T he Opportunity: As a Capital Credit Senior Associate, Underwriting and Portfolio Management, you will play a... ...to the Risk Committee and partner effectively with BD and Ops. ~ Education: Bachelor's degree in Finance, Business, Data...SeniorImmediate start- .... The role involves portfolio accounting, cash management, and client reporting, ensuring a seamless operational experience for clients... ...should have at least 5 years of experience in financial services and demonstrate proficiency in Microsoft Office, strong analytical...SeniorWork at office
- ...Senior Associate DevOps Location: On-site Irving, TX. Expected to be in office Monday – Friday, 8am... ...and Thursday WFH. Need GC AND USC ONLY Client: Boston Technologies Project Overview: Client is currently onboarding North America based OPCO’s (Operating companies...SeniorWork at officeWork from homeMonday to Friday
$77k - $202k
...optimising cloud infrastructure and services to enable seamless operations and high availability for clients. You will be responsible for... ...yourself in the role of advisor and peer to others; Approaching... ...-scaling, ELB; Cloud AI Ops / AI Monitoring; and, Cloud...SeniorFull timeH1b- ...is a Registered Investment Advisor seeking to transform traditional... ...and collaboration with our clients, and operate as an... ...clients’ interests first. Role Senior Associate - Work closely with the team... ...supporting all aspects of their servicing needs Research client inquiries...SeniorWork experience placement
- ...Senior Associate, Shopper Marketing & Field Activation - HSC Dallas, TX Full Time 728465 At LALA U.S., we are building brands at the intersection of culture, quality, and growth. As a leader in Hispanic dairy, the Hispanic Specialty Channel is a critical part...SeniorFull timeWork at office
$88k - $132k
...seeking a HRIS Oracle Senior Associate – Performance,... ...Journeys to support onboarding, employee lifecycle events... ...Experience in a professional services or consulting... ...every result – for our clients and you. Here, we go... ...― and Grant Thornton Advisors LLC (not a licensed CPA...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...in Advisory. KPMG is currently seeking a Senior Associate, SailPoint Identity Governance Engineer to join our Advisory Services practice. Responsibilities:... ...arise during the migration or application onboarding process Collaborate with application owners...SeniorH1bLocal area
$49.31k - $65.42k
...attention; to care more about our clients’ brands; and to buy more products and services from them. Balancing the... ...disciplines. Overview The role of the Senior Associate, Planning is to be the day‑to‑... ...with the application or onboarding process specifically, please contact...SeniorTemporary workFreelanceFlexible hoursShift work$17 per hour
...JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR HIGHLAND PARK LOCATION OBJECTIVE OF THE POSITION The Senior Client... ...sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and...SeniorHourly payFull timeTemporary workCurrently hiringLocal areaFlexible hours$10 per hour
Capital Credit Senior Associate, Underwriting and Portfolio Management About Flexport: At Flexport, we believe global trade can move the human... ...to the Risk Committee and partner effectively with BD and Ops. Education: Bachelor’s degree in Finance, Business, Data Analytics...SeniorImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate, Client & Advisor Services — Onboarding & Ops. Be the first to apply!
- general maintenance associate Dallas, TX
- fraud associate Dallas, TX
- care management associate Dallas, TX
- family law associate Dallas, TX
- grants associate Dallas, TX
- associate chief medical officer Dallas, TX
- associate engineer Dallas, TX
- credit associate Dallas, TX
- proposal associate Dallas, TX
- purchasing associate Dallas, TX



