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 Citco Group of Companies
- 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
- ...Senior Kyc / Onboarding Lead Our client's Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements, and streamline compliance. Their solutions provide a single source of truth on customer and...Suggested
$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$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$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- 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...
- Goldman Sachs Bank AG in Dallas seeks a Scrum Master for its Agile team in the PWM Client Onboarding Technology segment. You will facilitate Agile events and coach team members on Agile practices, ensuring adherence to Scrum principles. The ideal candidate will possess...
$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...- 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
- Beck Technology Inc is seeking a Client Onboarding Specialist to join our Customer Success team in Dallas, Texas. This role involves partnering with new DESTINI customers to implement onboarding plans, provide product knowledge, and coordinate resources. Ideal candidates...Flexible hours
- 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...- ...The function of the onboarding team is to administer the hiring process for Pinnacle Group’s billable resources. The Onboarding Lead Analyst... ...for ensuring onboarding deliverables are consistent with client requirements, issues are identified and resolved in a timely manner...
- ...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
- ...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
...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 Analyst to work with a leading alternative investments firm in...Permanent employmentContract workWork at office$65k - $95k
...Customer Onboarding Associate Turvo provides the world's leading collaboration application designed specifically for the supply chain... ...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$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- ...The Regulatory Compliance / Client Operations Analyst will serve as a key point of contact for clients, supporting regulatory compliance initiatives, onboarding activities, and operational process management. This individual will manage multiple projects and client requests...Work 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
- ...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
$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- Senior Associate [Client Advisory & Management Services Group] Opportunity ID: 9426 Department: Tax Location: Dallas, Texas Function... ...team members, Senior Associates can be expected to assist with onboarding new clients and documenting policies and procedures for...Work at officeRemote workFlexible hours
- Revenue Cycle Client Relations Coordinator Overview: We are looking for a detail-oriented and proactive Revenue Cycle Client Relations... ...with HIPAA and relevant healthcare regulations. Support the onboarding of new clients, offering training and guidance on billing processes...
- ...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 liaison...Work at officeLocal areaRelocationFlexible hoursShift work
$65k - $80k
...The Vanguard Group is seeking a High Net Worth Client Case Representative in Farmers Branch, Texas. This role involves building strong client relationships, providing expert support, and simplifying financial processes for Personal Investor clients. Candidates should...- ...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
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