Client Onboarding Specialist
$40 - $43 per hourDexian
1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data. QUALIFICATIONS Must Have • 3-6 years of experience in Project Management/Project Coordination in Financial Services/Securities environment • Experience with New Client Account Onboarding process • Strong MS Excel (Pivot Tables, VLOOKUP) skills for organizing data and internal reporting Nice-To-Have • Collateral and/or Tri-Party workflow, product, processes, and procedures knowledge • Wider Securities Services industry knowledge • Experience with digital tools (Xceptor, Tableau, Alteryx) About Us: Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status Seniority level Seniority level Mid-Senior level Employment type Employment type Contract Job function Job function Finance, Project Management, and Strategy/Planning Industries Investment Banking and Financial Services Referrals increase your chances of interviewing at Dexian by 2x Get notified about new Client Specialist jobs in Brooklyn, NY . Sales Specialist, Watches - The Landmark, NYC New York City Metropolitan Area $27.00-$32.00 2 weeks ago New York City Metropolitan Area $110,000.00-$125,000.00 3 weeks ago Retail Excellence Coordinator - Americas New York City Metropolitan Area $100,000.00-$120,000.00 2 months ago New York City Metropolitan Area 3 weeks ago Administrative Assistant, Corporate Communications New York City Metropolitan Area $60,000.00-$85,000.00 3 weeks ago New York City Metropolitan Area $80,000.00-$90,000.00 4 days ago New York, NY $100,000.00-$110,000.00 2 months ago Client Success Specialist - Wave (Asset leader pathway) New York, NY $60,000.00-$70,000.00 5 days ago New York, NY $40,000.00-$60,000.00 3 weeks ago New York City Metropolitan Area $120,000.00-$180,000.00 3 weeks ago Client Services Specialist for the Division of Tenant & Owner Resources New York, NY $49,615.00-$49,615.00 2 weeks ago New York, NY $60,001.00-$64,328.00 3 weeks ago New York, NY $58,125.00-$105,000.00 1 week ago Client Engagement Specialist / Admission Specialist New York, NY $50,000.00-$60,000.00 2 weeks ago Floral Park, NY $50,000.00-$55,000.00 6 days ago Work From Home - Client Benefits Specialist New York City Metropolitan Area $24.04-$26.00 1 week ago Client Support Specialist- Life Insurance New York, NY $65,000.00-$75,000.00 1 week ago Elizabeth, NJ $48,712.56-$68,865.07 4 days ago Jersey City, NJ $70,000.00-$85,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
$88.4k - $132.6k
...New York, United StatesSalary: $88,400.00 - $132,600.00Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects...SuggestedFull timeWork at officeImmediate startRemote work$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shiftCastle Island Co
New York, NY2 days ago$48 - $50 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales...SuggestedContract work- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...SuggestedWork at office
- Cyperus Group LLC is seeking a Client Onboarding Associate for a global bank to support onboarding for funds, SPVs, and investment-manager entities. The role emphasizes rigorous KYC/CIP validation, regulatory review, and precise documentation to ensure timely, compliant...Suggested
- Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The primary responsibilities of this position are: Supporting the client onboarding process by coordinating the key steps to ensure...
- Citigroup Inc. in New York, NY seeks a seasoned onboarding professional to improve processes within Banking, Credit and Investments, partnering... ...sales teams and internal partners to ensure a differentiated client experience. The role requires 5-8 years in wealth management or...
$34 - $44 per hour
Primary Talent Partners has a new contract opening for a Client Integration Officer (CEP) to join a financial services company in New York, NY. This is a 12-month contract to start with the potential for extensions. Pay: $34.00 - $44.00/hr ;W2 contract, no PTO, no Benefits...Contract work- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. You will partner with sales teams and internal partners such as KYC, Account Opening...
- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote job
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
- A global financial services firm is seeking an Associate to drive client onboarding across the US market. The ideal candidate will have a strong background in client services, excellent communication skills, and a proactive approach to resolving onboarding challenges. Responsibilities...Full time
- Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and trade workflows, and configuring permissions across client accounts. You will collaborate with the Sky Road COO, document enhanced support processes...
- eTeam in New York City seeks a Client Onboarding / Operations Analyst to manage the onboarding of new clients and maintain ongoing relationships as part of end-to-end client coordination. The role covers establishing client management processes, coordinating with KYC, Credit...
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
$90k - $115k
...trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...Work at officeHome officeAfternoon shift- ...HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote workWork from homeFlexible hours
HelloTeam
New York, NY5 days ago - A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote job
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- ...role within the United States, with a requirement to live within 50 miles of the Phoenix business unit. The position centers on onboarding customers, coordinating services, and maintaining clear, proactive communication throughout the customer journey. You will conduct...Remote job
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...Remote job
- United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We ...Remote jobFlexible hours
$67.2k
OnTrac is seeking a Customer Integration Associate to help onboard customers and integrate them into company systems and processes. You will coordinate setup, manage timelines, and document requirements while collaborating with internal teams to resolve issues and ensure...Remote job- A financial services company is seeking an Account Fulfillment Specialist responsible for supporting internal teams and clients by ensuring accurate account setups in compliance with regulations. The role involves processing documentation for new deposit accounts, maintaining...Hourly payContract work
- ...Vollzeit am Standort Stuttgart. Du bist erster Ansprechpartner für potenzielle vor-Ort-Mitarbeiter, führst Gespräche, unterstützt beim Onboarding und betreust administrative Aufgaben. Zudem pflegst du Stellenportale und erschließt neue Recruiting-Kanäle. Du bringst...
- A community-based organization in New York is seeking a Talent Acquisition Coordinator. The role involves providing essential administrative support to the recruitment process by managing job postings, scheduling interviews, and maintaining communication with candidates...
- ...Job Description Job Description Description: Our client is currently looking to bring aboard an onsite team of HR Assistant/Onboarding Specialists to assist in the hiring initiatives of their Human Resources department, managing the onboarding process of all clinical...
Network Temp Inc
New York, NY3 days ago
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