Bilingual Client Data Onboarding Specialist (FinTech)
Addepar1
Addepar is seeking a Data Onboarding Specialist to support institutional clients in connecting accounts to Addepar. You will manage onboarding workflows in English and Spanish, provide guidance on LOA forms, and coordinate with data providers to ensure timely, accurate data feeds. In this role, you will collaborate with Sales, Solutions Architects, and internal Data teams to enhance onboarding processes, document procedures, and deliver high-touch client experiences. #J-18808-Ljbffr Addepar1
$106k - $132k
...As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless... ...Client Data Onboarding Specialists sit at the nexus of Addepar... ...maintaining accurate, bilingual account onboarding instructions... ...Success within the FinTech and financial advisory...BilingualH1bVisa sponsorshipWork visa- Spectraforce Technologies is seeking a Client Onboarding Analyst in Salt Lake City, UT for a 6-month assignment. The role focuses on reviewing AML/KYC information for new and existing clients, partnering with internal teams, and ensuring timely, accurate onboarding and...Suggested
- Zelis is seeking a dedicated Client Data Specialist to join our team in Utah. The role is vital for managing customer account accuracy and payer contracts, ensuring customer satisfaction. Candidates should have an Associate's degree or a high school diploma with relevant...Suggested
- Zelis is seeking a Client Data Specialist to ensure customer account accuracy regarding payer contracts and fee schedules. This full-time position involves data entry, client communication, and supporting internal teams. The ideal candidate will have at least an associate...SuggestedRemote jobFull time
- ...by healthcare experts - driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every... ...are. Position Overview Job Description Summary: The Client Data Specialist is a vital role focused on maintaining customer account accuracy...SuggestedContract workWork at officeLocal areaVisa sponsorshipFlexible hours
- Menlo Ventures is hiring a Client Data Specialist based in Utah to maintain customer account accuracy, focusing on payer contracts and fee schedules. You will support Client Success Managers and ensure customer satisfaction through precise account readiness. The ideal...
- LE027 Rivet Health LLC, located in the United States, is seeking a Client Data Specialist to maintain customer account accuracy, focusing on payer contracts and fee schedules. This role supports Client Success Managers ensuring customer satisfaction. The ideal candidate...
$50k
...seeking a Branch Manager to oversee daily operations, lead recruiters and staff, manage client relationships, and drive branch growth. Requirements include 1+ year of management, bilingual English/Spanish preferred, knowledge of retail/wholesale principles, and proficiency...Bilingual- ...for advertising, recruiting, screening, onboarding, and placement activities in the branch.... ...associates. Ensure associates meet or exceed clients' expectations concerning attendance,... .... Desired Skills & Experience: Bilingual: fluent in Spanish and English. Experience...BilingualTemporary workWork at officeMonday to FridayWeekend workDay shift
- Zelis Healthcare Inc. is seeking a Client Data Specialist to maintain customer account accuracy and payer contract details. This role plays a pivotal part in ensuring client satisfaction and effective account readiness. The ideal candidate should have an associate's degree...Remote jobContract work
- ...focuses on four key areas of well-being, allowing us to support each client in a meaningful and personalized way. We work closely with... ...Office and Teams Experience with WellSky is a plus Bilingual a plus CNA not required but definitely great to have in this...BilingualFull timeWork at office
$75k - $85k
iCapital is seeking a Client Delivery Specialist Associate to join the Data Solutions team in Salt Lake City. The role involves setting up financial software, maintaining client relationships, and assisting clients with issues. Successful candidates will have 3-5 years...- ...Description Client Navigator The Client Navigator is the single,... ...partnership with Business Development Specialists, Schedulers, Drivers, and... ...opens. 4 — Documentation & Data Integrity Log all client... ...occasional field assignments. Bilingual (Spanish/English) or other high...BilingualContract workWork at officeLocal areaRemote workMonday to FridayShift workDay shiftAfternoon shift
$55k - $65k
...roles across multiple locations without losing urgency on any of them Familiar with ZipRecruiter, Indeed, and LinkedIn Recruiter Bilingual English/Spanish is a strong plus Must be local to Salt Lake City — hybrid schedule, HYBRID SCHEDULE Onsite Monday, Wednesday,...BilingualLocal areaImmediate startRemote work$20 - $24 per hour
Job Description: Field Data Specialist & Quality Assurance - Hybrid Role based in Salt City, Utah Attention detail-oriented explorers who... ...ESSENTIAL SKILLS Attention to detail and accuracy: Following client-specific instructions, find, survey, and enter data without...Hourly payRemote workWork from homeLong distanceMonday to FridayFlexible hours- ...degree in Human Resources, Business, Engineering, or a related fieldProfessional recruiting certification(s)Intermediate or Native bilingual English/Spanish speaking and writingWhat We OfferCompetitive base salaryHealth, dental, vision benefitsMatching 401kFitness...Bilingual
- Greenberg Traurig, LLP is hiring an Intake Specialist to enter data into the Conflicts and Accounting System and support the opening of new matters. The role involves assisting with CMS workflows, client inquiries, and coordination with secretaries and attorneys. The ideal...Remote job
- Coforge in Salt Lake City, UT is seeking a client-focused Operations Associate to support custody back-office functions for Global Banking & Markets and Asset & Wealth Management. You will handle a high volume of calls, emails, and mail while delivering institutional-grade...
- ...negotiations, background checks, drug screens, onboarding, and pre-employment processes. Develop... ...Experience recruiting within the data center, construction, HVAC, electrical,... ...SHRM-CP, PHR, or similar certification. Bilingual English/Spanish. Ideal Backgrounds Candidates...BilingualHourly payFor contractorsApprenticeship
- ...individual who thrives on assisting our clients with their payroll and administrative needs... ...with general questions related to onboarding, payroll processes, and documentation... ...regulations Enter and maintain new hire data within payroll and HR systems Track onboarding...Full timeWork at officeFlexible hours
$25 - $26 per hour
...Job Title CAS Global Client On-Boarding Team Member Payrate: $25.00 - $26.00 / hr. Summary: CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement...Full time- ...and Associates, Inc. in Salt Lake City, UT, seeks a Lead LiDAR Data Extraction Technician to manage end-to-end LiDAR surveys, processing... ...with surveyors, engineers, and GIS professionals to meet client requirements and project scope. The position requires advanced LiDAR...
$17 per hour
Prog Leasing, LLC, a leading FinTech lease-to-own provider, is hiring bilingual remote collections agents. This work-from-home role serves customers within 60 miles of Draper, Utah, with shifts, training, and a $17/hour base plus bonus for Spanish fluency. Compensation...BilingualRemote jobWork from homeShift work$51k - $85k
...consulting services to a range of employers. The candidate will manage client relationships, present benefit options, and ensure compliance... ...of relevant experience, and proficiency in Microsoft Office. Bilingual skills are advantageous. The role offers a salary ranging from...BilingualWork at office- Connecteam is seeking an SMB Onboarding Manager to guide small and growing businesses through the initial setup of our platform. You will... ...quick wins that boost adoption. You will collaborate with clients to configure Connecteam for their needs, drive value, reduce churn...Remote job
- The Goldman Sachs Group, Salt Lake City, seeks a Senior Associate in Client Onboarding & Configuration to perform due diligence and ensure compliance with regulatory obligations. You will develop expertise in AML/KYC policies, obtain documentary requirements from clients...
- ...to-day HR functions, including assisting with recruitment, data management, onboarding, office operations, and employee engagement. This role... ...home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors...For contractorsWork at office3 days per week
$120k - $135k
Rho, based in Salt Lake City, seeks a Senior GTM Recruiter to own talent acquisition for the Go-To-Market organization. Responsibilities include building relationships with top talent, managing the end-to-end recruiting process, and obsessively tracking metrics. Successful...- ...RWS Group is seeking AI Data Specialists to remotely support the improvement of AI-generated content in English. This freelance, part-time role requires 10+ hours per week with immediate start. You will perform data collection, annotation, and labeling across various...Part timeFreelanceImmediate startRemote work10 hours per weekFlexible hours
- iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital's clients and internal teams. This individual will support business critical...
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