Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding Associate

Novatech Inc.

Job Description

Job Description

Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has created additional opportunities for talented tech-minded individuals to join our team. Bring your career to Novatech and join our incredible team of Managed Office Experts.

As we grow nationwide, we have a great opportunity for a Client Onboarding Associate.

In this role, we are looking for client-focused, technically minded professionals that can be described as diligent, passionate, intuitive, big picture thinkers, optimistic, self-motivated, adaptive and collaborative.

Your Job:

  • Learning how to repair and troubleshoot copiers and network connectivity
  • Following procedures for removal and delivery of equipment
  • Installing equipment on-site and make necessary adjustments
  • Providing outstanding customer service to our clients
  • Inventory management
  • Demonstrates strong technical and customer relations skills
  • Performs basic network connectivity / installations
  • Accurately diagnose, repair and maintain equipment and accessories to optimum operating condition within Novatech and manufacturers specifications
  • Identify the most cost-effective troubleshooting procedure

You’re Good at:

  • Addressing customer concerns with a positive attitude while ensuring optimal outcomes
  • Learning new things quickly and solving problems
  • Shows interest in electronics, mechanics or computers
  • Noticing the details and going the extra mile
  • Effective problem solving, deductive reasoning, analytical and time management skills
  • Willingness to learn and be certified on products

You Bring to Novatech:

  • Experience resolving customer issues
  • A proven attendance history and a strong desire to excel
  • Copier / printer service experience a plus
  • A valid driver’s license
  • Professional appearance and demeanor
  • Proficient verbal and written communication skills (use of company email for external customer communications).

You Must be Able to:

  • Lift, push or pull up to 100 pounds
  • Load trucks and vehicles
  • Stand up to 8 hours a day
  • Drive to client locations - company vehicle is provided to facilitate employee travel between job sites and personal use of company vehicle is not allowed.

Novatech provides great benefits, competitive compensation, a positive upbeat culture and ongoing professional development for your career.

  • Market competitive salary based upon experience
  • Mileage reimbursement program
  • Comprehensive benefit package including medical, prescription, dental, vision, life insurance and other supplemental coverage
  • 401(k) plan with matching company contribution
  • Generous Paid Time Off, Volunteer Time Off, Floating Holiday, Company Holidays and Paid Maternal/Parental Leave
  • Employee Recognition Program

Novatech provides equal employment opportunities (EEO) to all employees and applicants. We consider qualified applicants for employment regardless of race, color, religion, creed, national origin, sex, pregnancy, sexual orientation, gender identification, disability, alienage or citizenship status, marital status, genetic information, veteran status or any other characteristic protected under applicable law.

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Client Onboarding Associate in Irving, TX vacancy
  • A financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client information, supporting the creation of investment vehicles, and ensuring excellent service is provided... 
    Suggested
    Work at office

    Legacyknight

    Dallas, TX
    2 days ago
  •  ...The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management...  ...by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely... 
    Suggested

    Fartherfinance

    Irving, TX
    5 days ago
  •  ...Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting...  ...by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely... 
    Suggested
    Work experience placement

    Farther

    Irving, TX
    4 days ago
  •  ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner...  ...decisions for their business. They are responsible for onboarding clients, proving the concept of Gartner services, and stimulating... 
    Suggested
    Internship

    Gartner

    Irving, TX
    4 days ago
  •  ...Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client... 
    Suggested
    Work at office

    BCI - Brokerage Consultants Inc

    Irving, TX
    5 days ago
  • $87.36k - $131.04k

     ...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role...  ....ResponsibilitiesApplies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation... 
    Full time

    Citigroup

    Dallas, TX
    1 day ago
  • $53k - $77k

     ...their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters.... 
    Worldwide

    Gartner

    Irving, TX
    1 day ago
  •  ...who are passionate about helping their clients and our teammates achieve more. If you’re...  ...The Role As a Senior Client Experience Associate, you will play a key role in delivering...  ...financial operations required for advisor onboarding, client onboarding, ongoing requests, and... 
    Work experience placement

    Cardata

    Dallas, TX
    3 days ago
  • $87.36k - $131.04k

     ...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering...  .... Responsibilities Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation... 
    Full time

    Citigroup Inc.

    Dallas, TX
    2 days ago
  •  ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information... 
    Work at office
    Local area

    PowerToFly

    Dallas, TX
    2 days ago
  • $60k - $90k

     ...message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX...  ...client meetings Coordinate new account opening and client onboarding on the LPL platform in partnership with operations Maintain... 
    Full time

    GemHarvest Executive Recruiting

    Dallas, TX
    5 days ago
  •  ...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives...  ...growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance Act as a primary... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Brighton Jones

    Dallas, TX
    4 days ago
  •  ...and ideas to help solve problems for our clients. We are a leading global financial...  ...FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service...  ...cross-functional activities associated with onboarding new clients, delivering against client... 
    Work experience placement

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...innovative individuals to help take the team to the next level. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients’ needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent,... 
    Weekly pay
    Work from home
    Flexible hours

    Medium

    Irving, TX
    1 day ago
  •  ...derivatives, and OTC markets. Analysts and Associates serve as the primary point of contact...  ...accounting and operations professionals at these clients managing client relationships,...  ...client engagement across productsSupport onboarding and adoption of internal reporting and trading... 

    Goldman Sachs

    Dallas, TX
    2 days ago
  • Goldman Sachs is seeking an Associate for the RIA Custody Client Services team to deliver high-quality service to Registered Investment Advisor clients...  ...asset growth. You will collaborate across departments, onboard new clients, and act as a trusted internal advocate for... 

    Goldman Sachs Bank AG

    Dallas, TX
    2 days ago
  •  ...High Profile, Inc. seeks a polished Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment. You’ll work closely with senior leadership and have meaningful responsibility from day one. This role offers... 

    High Profile Inc

    Dallas, TX
    1 day ago
  •  ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Dallas, TX
    more than 2 months ago
  •  ...Registered Wealth Management Client Associate Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    3 days ago
  •  ...details - so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient...  ...on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys... 
    Temporary work
    Summer work
    Local area
    Remote work

    Veritext Legal Solutions

    Dallas, TX
    3 days ago
  • Goldman Sachs is seeking an Associate for the Global Banking Markets Operations - RIA Custody Client Services in Dallas. You will join a client-focused service team...  ...role, you’ll manage client relationships, assist onboarding, prepare reports, and participate in quarterly... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    5 days ago
  • Goldman Sachs is seeking an Associate for the RIA Custody Client Services team within the Advisor Solutions business. You will deliver shared service...  ...Investment Advisor firms. You will help drive service strategy, onboard new clients, and support product launches while... 

    Socket.dev

    Dallas, TX
    4 days ago
  • Responsibilities Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels Assist clients with account opening, transfers, and other ongoing tasks Monitor... 
    Work experience placement

    Jobtailor

    Dallas, TX
    5 days ago
  • Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service. The ideal candidate is intellectually... 
    Work at office
    Remote work

    Network Firms

    Dallas, TX
    5 days ago
  • Independent advisory firm seeks a polished, detail-oriented Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment.This role is ideal for someone who takes ownership, enjoys keeping processes organized... 

    High Profile, Inc.

    Dallas, TX
    3 days ago
  • A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and... 
    Work at office

    Bank of America

    Dallas, TX
    4 days ago
  •  ...integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to...  ...compliance standards, research and resolve problems, onboard new accounts, process and maintain account records,... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Dallas, TX
    more than 2 months ago
  • We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate and Fund‑of‑Funds. For new General Partners, we provide consulting services to help accelerate the...
    Full time
    Work at office

    Standish Management UK

    Dallas, TX
    3 days ago
  •  ...remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual... 
    Full time
    Work at office

    Barrow Hanley Global Investors

    Dallas, TX
    25 days ago
  • A client with Kforce is seeking a Client Support - Associate to join their team in Dallas, TX. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform. Responsibilities... 
    Temporary work
    Work at office
    Flexible hours
    Dallas, TX
    16 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Associate. Be the first to apply!