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
- ...Investor Services Specialist Dallas, Texas, United States We are a provider of specialized fund administration services for Managers and... ...Updating investor information Assisting with new investor onboarding Financial information questions Assist with...SuggestedWork at office
- Atlantic Group is seeking an Investor Services Associate (Temporary) in Dallas, TX, to support investor due diligence, proposal development... ...diligence requests. The position also assists with investor onboarding, reporting, portal administration, and process improvement...SuggestedTemporary work
- ...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
- Job Overview - Investor Services Associate (Temporary) Atlantic Group is hiring an Investor Services Associate (Temporary) in Dallas, TX for... ...diligence requests. The position also assists with investor onboarding, reporting, portal administration, and process improvement...SuggestedTemporary workWork at office
- ...Midland footprint.As an Operations Advisor Senior within PNC’s Investor Reporting team, this position is primarily responsible for... ...timely reporting and remitting funds as dictated by the related servicing agreements for the assigned contracts, while mitigating risk by...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
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- 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,...
$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 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
- About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team... ...pre-packaged onboarding plan and deliver world‑class customer service for end‑users. During onboarding, you will be responsible...Full timeRemote workWork visaFlexible hours
- ...wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service. The ideal candidate will have a Bachelor's degree, over 6 years of client-facing experience, and...
- Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing... ...plan for new clients and delivering exceptional customer service, primarily through virtual meetings. The ideal candidate will...Remote jobFlexible 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
- HilltopSecurities is seeking an Account Services Specialist in Dallas to support government investment pool participants, handling enrollment and onboarding, and ongoing account maintenance requests. The role requires processing paperwork for new and existing participants...
- City of Garland is seeking an Administrative Onboarding Coordinator to support the Talent Acquisition team. You will manage the pre-hire... ...to detail, the ability to multitask, and excellent customer service while coordinating with candidates and recruiters. #J-18808-Ljbffr...
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- ...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
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- ...area. They have an immediate need for an Investor Relations Analyst to join their team.... ...performance. Summary: Join the Investor Services team to support LP due diligence... ...initiatives including LP reporting, investor onboarding, portal management, and process...Permanent employmentFull timeContract workWork at officeImmediate startRemote work
$150k - $175k
...Job Description Job Description Job Title: Vice President of Investor Relations Location: Dallas, Texas Type: Direct Hire... ...pipeline of prospective investors Deliver exceptional client service and ongoing relationship management Ensure all activities are...Local area- ...Investor Relations Associate Bullpen | Dallas, TX (On-Site) Dallas, TX Initially five days... ...due-diligence requests. Manage investor onboarding, accreditation, subscription... ...wealth management, or institutional client service. Exposure to raising equity for investment...Work at office
$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$35.57 - $49.87 per hour
...Job Title Investor Reporting Manager 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...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- Venture Capital Investor Accelerator (Training Program) About Venture University (VU) Venture University is a global platform for developing the next generation of venture capital and private equity professionals. Our programs combine structured training with hands-on...Apprenticeship
$200k
...Acquisitions or Senior Advisor roles Join a Winning Team RFP Homes has delivered $100M+ in off-market real estate opportunities to 400+ investors across DFW. We operate with high standards and a culture that rewards hustle, ownership, and results. What You'll Do Engage...Full timeRelocation- A leading venture capital firm in Dallas is offering an 11-week training program designed for aspiring venture capital professionals. Participants will join the investment team and gain practical experience in deal sourcing, due diligence, and fund strategy. This opportunity...
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