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
- Purpose Assists in the onboarding of new client relationships, working with the business lines and clients. Includes US KYC / AML, FINRA, BSA, SEC, FATCA and other regulations impacting the US Business. Escalates KYC, AML & Sanctions related issues and concerns to appropriate...SuggestedWork at officeLocal areaFlexible hours
- ...culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee‑owned company... ..., detail-oriented professional to join our team as a Client Onboarding Specialist. This role is focused on delivering a white-glove onboarding...Suggested
- ...Senior Analyst, U.S. Client Onboarding Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Assists in the onboarding of new client relationships, working with the business lines and clients. Includes US KYC...SuggestedWork at officeLocal areaFlexible hours
- ...Support Representative in Dallas, TX, to partner with Financial Advisors in managing Personal Advisor client relationships. In this role, you will assist in onboarding and managing client portfolios while ensuring excellent communication and service. Applicants must have...
$90k - $107k
...Client Onboarding Lead Client-Facing | Discovery-Focused | Senior-Level Salary: $90K - $107K 100% Remote About Us We are a well-established benefits technology organization partnering with mid-market and enterprise employers across the U.S. to solve complex data...Remote jobWork at office- ...Asset Management Alternatives Private KYC Group based in Dallas, TX. This individual will work with clients and key stakeholders to facilitate an excellent client onboarding experience while ensuring compliance with regulatory requirements. The successful candidate will...
$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 this...Permanent employmentContract workWork at office$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...
- ...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
$59.9k - $74.6k
...capabilities to provide personalized service wherever our clients' needs take us. As one of the world’s leading law firms, we... ...service, innovation, and professional growth. Job Title Specialist, Global Onboarding Employment Type Regular Job Description Summary We have...Temporary workWork at officeLocal areaFlexible hours- ...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 workFlexible hours
- 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...
- 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
- Scotiabank in Dallas seeks a Regulatory Onboarding Specialist to facilitate efficient onboarding of US Global Banking and Markets clients, ensuring compliance with KYC/AML regulations. The role requires 4-6 years of experience in financial services, a relevant Bachelor'...Flexible hours
- Scotiabank is seeking a Senior Analyst for U.S. Client Onboarding in Dallas, Texas. This role involves assisting in the onboarding of new client relationships while ensuring compliance with US regulations like KYC and AML. Candidates should have 2-4 years of experience...
$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...- G MASS Consulting is looking for a KYC / Onboarding Lead in Dallas, Texas. You will oversee the KYC and onboarding processes, managing workflows and a small team while ensuring high operational efficiency. The ideal candidate has 3-5 years of relevant experience, familiarity...Permanent employmentContract work
$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- ...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 work
$72k - $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$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$21 - $25 per hour
...Resales Specialist The Resales Specialist is the primary revenue driver of our retail boutique. You are a high-energy closer who thrives... ...just wait for foot traffic; you proactively cultivate a loyal client base passionate about sustainable luxury. If you are a self-...Hourly payFull timeShift workAfternoon shift- ...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...
$50k - $60k
...Client Relationship Coordinator(Full-Time) Job Description Date Modified: January 29, 2026 FLSA Classification: Exempt Reports To: Direct... ...in professional, community, and corporate settings. Support onboarding and transition of new partners into the CWSP model. Other...Full timeImmediate start$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- Baird Capital is seeking a Client Specialist in Dallas to deliver exceptional client service and operational support to Financial Advisors. This role involves managing client onboarding, supporting account operations, and organizing impactful events. The ideal candidate...Work at office
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