Investor Services & Onboarding Specialist
Standish Management UK
Standish Management UK seeks an Investor Services Specialist in Dallas, Texas. This role entails engaging with clients and investors, managing requests, and providing administrative support. The ideal candidate holds a Bachelor’s Degree and has experience in client-oriented environments. Proficiency in Microsoft Office, especially Excel, is essential. The position offers opportunities to participate in financial reporting, onboarding, and project management within a growing fund accounting firm. #J-18808-Ljbffr Standish Management UK
- ...of specialized fund administration services for Managers and General Partners of... ...rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client... ...information Assisting with new investor onboarding Financial information questions Assist...SuggestedWork at office
- HedgeServ Corporation is seeking an Investor Services Administrator to support the Investor Services Department in a hybrid role based out of Dallas, TX. You will execute tasks under supervision, ensuring accurate investor instructions, timely subscriptions, and proper...SuggestedRemote job
- Huntington National Bank in Dallas is seeking a Treasury Management Service Specialist I to onboard, maintain, and provide day-to-day service support for Business Banking and Commercial clients. You will execute standard onboarding, support client adoption, and resolve...Suggested
- ...Job Description Job Description Job Title: Administrator Department: Investor Services Location: Dallas, Texas JOB Description: Execute within the guidelines and procedures provided by Client X and under the supervision and guidance of a supervisor...SuggestedContract work
- ...HedgeServ Investor Services Administrator At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion in assets under administration, we partner with the world's most forward-thinking investment managers across private equity,...SuggestedContract workWork at officeRemote workFlexible hours
- ...prospective clients referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in all aspects of the new... ...who helps provide the high-touch experience and excellent service delivery Allworth Clients expect. DUTIES AND RESPONSIBILITIES...Full timeContract workTemporary workPart timeInternshipFlexible hoursShift work
- ...Customer Onboarding Specialist The Customer Onboarding Specialist will support the successful onboarding of pharmacy and specialty distribution customers by coordinating account setup activities, tracking onboarding milestones, and partnering with cross-functional teams...
$28 - $30 per hour
...pharmaceutical distribution industry, is seeking a dedicated Customer Onboarding Specialist to join their team. As a Customer Onboarding Specialist, you... ...onboarding timelines and assist in meeting established service level agreements (SLAs). What's Needed? Experience...Hourly payWeekly payTemporary workWork at officeRemote workFlexible hours$28 - $30 per hour
The Customer Onboarding Specialist will support the successful onboarding of pharmacy and specialty distribution customers by coordinating account... ...onboarding timelines and assist in meeting established service level agreements (SLAs). Identify and escalate onboarding...Hourly payPermanent employmentContract workTemporary workWork experience placementWork at officeRemote workShift work$75k - $85k
...recognized as a "Barron's Top 40 RIA" in 2024. SUMMARY: Our Client Service Department consistently strives for service excellence. Client... ...appointments Completing all aspects of new client account onboarding and funding Processing client service transaction requests...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeLocal areaFlexible hours$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... ...investment journey with Vanguard’s products and services. The role requires FINRA Series 7 and 63 licenses...- ...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. The role emphasizes...
- Scotiabank is seeking a Senior Analyst for U.S. Client Onboarding in Dallas, Texas. This role involves assisting in the onboarding of new... .... Candidates should have 2-4 years of experience in financial services, a Bachelor's degree in business, and strong analytical,...
- ...Client Experience Representative (CXR) to deliver outstanding service via phone, email and chat for transportation factoring and payment... ...inbound queues, guiding clients through portals, resolving holds and disputes, and supporting onboarding. #J-18808-Ljbffr Triumph
- Goldman Sachs Bank AG seeks a seasoned onboarding professional to manage client journeys from RFP participation through go-live and early post-launch support. You will drive due diligence, documentation, and onboarding across the TxB suite, coordinating with Legal, Risk...
- Scotiabank in Dallas seeks a Regulatory Onboarding Specialist to facilitate efficient onboarding of US Global Banking and Markets clients, ensuring... .... The role requires 4-6 years of experience in financial services, a relevant Bachelor's degree, and effective communication...Flexible hours
- ...internal and external clients. Consistently reviewing loan terms, investor and compliance requirements. The Senior Associate will be... ...external investors in accordance with CREFC guidelines and/or servicing agreements (including assisting with Freddie Mac securitizations...Full timeWork at officeFlexible hours
- ...Investor Relations Multifamily Investments About the job Investor Relations Multifamily Investments Job Title: Investor Relations Multifamily Investments (Remote) About Us Aligned Ventures is a fast-growing multifamily investment firm built on trust, execution...Remote work
- ...A leading investment firm is seeking an Investor Relations Associate to aid in capital raising efforts and manage relationships with accredited investors. The ideal candidate has over 3 years of experience in capital raising and has successfully raised at least $5-10...Remote work
- Jobtailor in Dallas seeks an experienced Account Manager focused on client onboarding and renewals. The role emphasizes proactive, personalized service while building strong relationships with plan administrators, brokers, and internal teams. You will manage end-to-end...
- ...A financial advisory firm in Dallas is seeking a Senior Analyst, Business Development to support fundraising, marketing, and investor relations initiatives. This role requires a highly organized individual with strong financial modeling and communication skills, capable...
$16 per hour
Place 2B Properties in Richardson, TX is hiring an HR & Workforce Support Specialist to provide administrative and employee support, assist with recruitment, onboarding, and records management. The ideal candidate communicates well, stays organized, protects confidentiality...Work at officeMonday to Friday- The Recruiting and Onboarding Specialist is responsible for performing a wide variety of tasks in support of hiring and onboarding new employees... ..., Hilltop Holdings offers a diverse range of financial services through its three primary subsidiaries, PlainsCapital Bank,...Work experience placementWork at office
- ...EY-Parthenon is hiring a Director for Deals – Financial Diligence – Financial Services. You will lead diligence engagements with buy‑side and sell‑side teams, advising on value drivers and risk factors across multiple financial services sectors. You will work with...
- ...Dallas-Fort Worth, TX | Confidential Search | Publicly Traded Industrial Company We have been retained to identify a Director of Investor Relations for a publicly traded, NYSE-listed industrial company headquartered DFW, Texas. The company operates across global...Work from home
$300k - $375k
...Management Selby Jennings is currently partnered with a dynamic and growing Real Estate firm here in Dallas. They are seeking a Director, Investor Relations to join the team in the near term. This role is pivotal in building and nurturing strong relationships with investors...Full time- ...Associate, Investor RelationsRex is a privately held ecosystem of entrepreneurial ventures... ...through our investments, products and services, and new ventures. Our investments are primarily... ..., Investor Relations to own the onboarding and ongoing stewardship of our growing LP...Permanent employmentWork at officeRemote workWork from home
- ...Director of Investor Relations The Director of Investor Relations owns the top of the... ...windows, document requests and onboarding, in coordination with the fund administrator... ...of client-facing experience in financial services, including direct experience raising or...
$35.57 - $49.87 per hour
...Fay Servicing is a nationally recognized mortgage servicer known for delivering borrower-focused support and investor-driven results. As a subsidiary of Fay Financial and a key part of The Fay Group, Fay Servicing specializes in managing re-performing and non-performing...Hourly payInterim roleRemote workFlexible hoursShift work$50k - $85k
Pickle, Jam, & Salsa Kitchen ( is seeking a seasoned Vendor Business Opportunity Investor to accelerate our growth in the handcrafted food space. LOCATION: Work From Home / Local Community Events JOB TYPE: Independent Contractor/Franchisee SCHEDULE: PT/FT; Flexible...For contractorsLocal areaWork from homeHome officeFlexible hours
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