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
- ...Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth... ...experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations... ...ensure exceptional client service. The ideal candidate will...Senior
- Crowe is seeking an Onboarding Sr Associate to elevate the new employee journey within the Development & Performance team. You will advance onboarding programs, deliver engaging live experiences, and shape scalable solutions to meet evolving business needs. You will provide...Senior
$79k - $132.71k
...the Value Acceleration Office (VAO): We help clients stabilize financial operations, implement... ...term success before transition to recurring service teams. We’re seeking a tech‑savvy Senior Associate to support client onboarding and accounting system implementations. The...SeniorWork at officeLocal area$67.7k - $133.9k
...80-year history, delivering excellent service through innovation has been a core part... ...of our industry. Job Description The Onboarding Sr Associate plays a key role in the Development &... ...and private entities while also helping clients reach their goals with tax, advisory,...SeniorWork at officeLocal areaWorldwideFlexible hours- ...and process of customized onboarding plans and timelines for complex client relationships, ensuring... ...-live date. Serve as a senior-level subject matter expert... ...Management products and services, advising clients and... ...client success. Requirements Associate’s degree in business or...SeniorWork experience placementWork at office
- Goldman Sachs, Dallas-based, is seeking a seasoned Client Onboarding lead within Transaction Banking Operations. You will manage complex onboarding from RFP participation to go-live, oversee product setup and documentation, and mentor a pod of onboarding professionals to...Senior
- 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
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$77k - $202k
...consulting specialise in providing consulting services on optimising operational efficiency... .... These individuals analyse client needs, develop operational strategies,... ...platform tailored for healthcare payers. As a Senior Associate, you will analyze complex problems, mentor...SeniorFull timeH1b$120.4k - $198.7k
...a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims... ...through trial and appeal. As an Associate Senior Counsel with Travelers you will be responsible...SeniorWork at officeLocal areaFlexible hours$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation... ...Flexible remote work environment Structured onboarding and ongoing support Opportunities for growth...Remote workFlexible hours- ...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
- Job Duties: Senior Associate, Client Services - Operations withGoldman Sachs Bank USA in Dallas, Texas. Mentor the global operations team to deliver excellent service as the business aims to build, launch, deliver, and evolve a suite of new team products for our corporate...SeniorFull timeTemporary workWork at office
$77k - $202k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Grant Administration Consultant, Senior Associate, you will engage with clients in the Health Services sector, providing strategic insights and operational support within our Operations Consulting practice...SeniorFull timeH1b- Job Overview 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
$81.13k - $164.57k
...diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Associate, Asset Management Technology... ...) to join our Business Tax Services practice.Responsibilities:... ...Team, focusing on training and onboarding strategic clientsManage...SeniorLocal area$100k - $130k
...accuracy, control, and consistency.The Senior Associate will report to the Head of Operations... ...closing packages for downstream partners (servicers, fund admin, trustees/custodians as... ..., and service scope.Coordinate vendor onboarding, contract renewals, amendments, and...SeniorFull timeContract workWork at officeFlexible hours- ..., an Ankura Company, we tailor our services to support our clients’ requirements across a variety of matter... ...of eDiscovery and digital forensic advisors provide consulting expertise and... ...and technology.Role OverviewAs a Senior Associate, you will be working closely with the...SeniorFull timeWork experience placementWork at officeWeekend workAfternoon shift
$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... ...Cloud auto-scaling, ELB;Cloud AI Ops / AI Monitoring; and, Cloud...SeniorFull timeH1b$95.86k - $208.27k
...career in Advisory.KPMG is currently seeking a Senior Associate, SailPoint Identity Governance Engineer to join our Advisory Services practice.Responsibilities:Execute tasks for... ...arise during the migration or application onboarding processCollaborate with application owners,...SeniorH1bLocal area$85.1k - $161.7k
...leading provider of professional services to the middle market... ...world of change, empowering our clients and people to realize their... ...Consulting Services team. The Senior Associate will operate across multiple... ...in interviewing, onboarding, and coaching Epic consultants...SeniorFull timeWork experience placementInternshipLocal areaImmediate start$146.7k - $335.1k
...working world. The Transition/Onboarding Lead will play a critical... ...transition, and stabilization of clients onto EY’s IFMS operating... ...smooth onboarding of client services into steady‑state operations.... ...combine structured execution with senior stakeholder confidence, able...SeniorSummer holidayFlexible hoursShift work$70k - $95k
...Description We're a leading Investor Services group offering end-to-end services in... ...people. Operating as trusted partners to our clients, we deliver intelligent solutions... ...audits, year-end processes, assist with onboarding new team members, and suggest improvements...SeniorLocal areaWorldwideFlexible hours- ..., capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment... ...Banking, cash management, payments, client onboarding, client implementation, client service, or...Work at officeWorldwide
- Baker Tilly is seeking a Senior Associate to join the Value Acceleration Office (VAO) team in Dallas, helping clients stabilize financial operations and implement cloud accounting... ...accounting processes, assist with onboarding, and collaborate across teams to deliver...SeniorWork at office
- Belltower Fund Group is seeking a Fund Migrations Senior Associate to oversee onboarding and migration of funds to the AngelList platform. You will execute transitions from incumbent administrators, validate data, set up operations, and coordinate with fund leads and external...SeniorRemote job
$10k
...Overview As a Senior Associate, Loan Servicing you will be responsible for servicing and managing the oversight... ...the best-in-class service for our clients. Responsibilities Oversee portfolio... ..., and loan covenants; Assist with onboarding process for new loans or portfolios...SeniorDaily paidFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours- ...contractor records in Oracle Human Capital Management (HCM), including onboarding, offboarding, promotions, and job changes Create and manage... ..., and employee data management Deliver excellent customer service to internal teams including HRBPs, employees, and IT Support...SeniorFor contractorsWork at office
- ...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
- ...people up and make an impact. By putting clients first and continuously innovating, we're... ...as a Contact Center Customer Care Associate with Cotality. As the welcoming face of... ...which may be required by client contractual service levels Act in a professional and appropriate...Local areaRemote workMonday to FridayFlexible hours
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