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
- 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
$40k
...in Dallas, Texas, is rapidly growing and seeks a full-time legal intake specialist to join their supportive team. This role involves surveying prospective clients, managing new client onboarding, and assisting lawyers with appointments. Candidates should possess strong...SuggestedFull time- ...Analyst to manage end-to-end Know Your Customer processes for US Corporate & Investment Bank. You will partner with clients and internal teams to ensure onboarding and ongoing reviews meet regulatory standards. You will gather KYC, tax and regulatory information, perform...Suggested
- Senior Analyst, U.S. Client Onboarding Requisition ID: 265484 Salary Range: - Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and...SuggestedWork at officeLocal areaFlexible 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$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$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$84.3k - $155.4k
...activities. Ability to effectively and persuasively communicate with peers, internal leadership, and clients.Recruiting for this role ends on 09/01/2026.Work you'll doAs a Specialist, Government Client Contracts Management on the Government & Public Services team, you will be...Contract workFor contractors$84.3k - $155.4k
...maintains historical information and documentation. Recruiting for this role ends on 07/10/2026. Work you'll do As a Specialist Lead, Government Client Contracts Management on the Enterprise Contract Management & Operations team, you will be responsible for... Support...Contract work- Santander Bank in Dallas, TX seeks a Vice President to lead the CIB Client Lifecycle Management - KYC Team. You’ll manage onboarding, ensure regulatory compliance, and mentor a team delivering high-quality client experiences in a global framework. Responsibilities include...
- 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...
- ...enable holistic well-being for you and your family.WHAT YOU'LL DOYou will provide integrated case management and advice primarily on Client Service Risk (CSR) cases involving Alliances and Acquisitions (A&A) and the US Public Sector, with a particular focus on...For contractorsApprenticeshipWork experience placementFor subcontractor
- In this role, you’ll make an impact in the following ways:Perform routine and non-routine client service and transactional support functions.Provide analytics and reporting services, working to improve and automate transaction processing systems.Advise organizational units...Work experience placementWork at officeWorldwideFlexible hours
- Mphasis is seeking a Client Migration Specialist to support customer migration and onboarding for a leading global financial institution. The role involves coordinating client migrations, managing stakeholder communication, validating documentation, and ensuring a seamless...Fixed term contract
$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...- 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
- Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date. Serve as a senior-level subject matter expert on Treasury Management products and services, advising...Work experience placementWork at office
- 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...
$65k - $80k
Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will manage onboarding and ownership changes, build trusted relationships, and guide clients through their investment journey with Vanguard’s products and services. The role requires...- ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls....
- 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
- 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
- Fartherfinance in Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service...
$41k - $57k
...Order Management Specialist As an Order Management Specialist, you... ...order entry system to provide clients with their deliverables and... ...; provide updated language, calculate credits for re-writes, and recommend... ...with License Management and Onboarding teams to ensure timely...Work experience placementWork at officeWorldwide- Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will be the trusted advisor during onboarding and ownership changes, building relationships and guiding clients through complex financial steps. You will work in a hybrid model, leveraging...
- ...Job Title Job Description In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions. Provide analytics and reporting services, working to improve and automate transaction...Full timeWork experience placementWork at officeFlexible hoursShift work
- ...delivery of mail and packages, stocking office and kitchen supplies and cross training in other office tasks as needed. This is a client facing position so professionalism, high energy, attention to detail and strong #J-18808-Ljbffr Administrative Resources Options GroupWork at office
- ...degree a plus5+ years of account management, client relationship management or pre-sales... ...client activities.You will optimize onboarding processes, training, communications, and... ...in their portfolios.As a Client Success Specialist, you will partner directly with our client...Contract workApprenticeshipPrivate practiceEasy work
- ...economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Waterfall Specialist: Client Onboarding & Calculations. Be the first to apply!
- senior safety specialist Dallas, TX
- health specialist Dallas, TX
- outreach specialist Dallas, TX
- invoice specialist Dallas, TX
- information technology specialist Dallas, TX
- rehabilitation specialist Dallas, TX
- asset protection specialist Dallas, TX
- change management specialist Dallas, TX
- housing program specialist Dallas, TX
- equal employment specialist Dallas, TX


