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 in Dallas, TX is seeking an Investor Services Administrator to join their team. The role involves managing investor transactions, ensuring compliance with AML/KYC regulations, and preparing reports. Candidates should have a degree in accounting or...Suggested
- # Work With UsInvestor Services Administrator page is loaded## Investor Services Administratorlocations: Dallas, TX: Raleigh, NCposted on: Posted Todayjob requisition id: R6539At HedgeServ, we’re redefining what’s possible in fund administration. With more than $700 billion...SuggestedFull timeContract workInternshipWork at officeRemote workFlexible 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...SuggestedFull timeRemote workWork visaFlexible hours
- ...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...SuggestedRemote workFlexible hours
- 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,...
- 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
- Treasury Management Client Onboarding Specialist PlainsCapital Bank is currently looking to hire a Treasury Management Client Onboarding Specialist... ...onboarding support of all Treasury Management products and services while providing the client with a personalized onboarding...Currently hiringWork at office
$100k - $110k
...This position is available in our Dallas, Raleigh, and New York offices. Visa sponsorship will not be offered at the time. An Investor Services Supervisor will be required to execute the following tasks in the Investor Services Department. They shall be executed within...Contract work- ..., detail-oriented professional to join our team as a Client Onboarding Specialist. This role is focused on delivering a white-glove onboarding... ...degree required. 1-3+ years of relevant experience in client service, onboarding, operations, financial services, wealth...
- ...Texas, is seeking customer support professionals to ensure smooth onboarding and effective communication with small business clients. The... ...customer accounts, handling billing concerns, and upselling services. Candidates should possess a Bachelor’s degree or relevant experience...Relocation package
- ...Investor Relations Associate Scout Energy Partners is a leading private energy investment firm focused on the acquisition and operation of upstream energy assets and associated midstream infrastructure on behalf of institutional investors. Scout currently manages approximately...Work at officeImmediate start
- ...Trilateral Drilling Partners is looking for an Investor Relations Manager to connect with accredited investors. This role involves reaching out to potential investors, presenting investment opportunities, and maintaining strong relationships. The firm offers a competitive...Work at office
- ...A global IoT solutions company is seeking an experienced Human Resources Generalist to manage onboarding logistics, HR compliance, and employee integration for their team in Irving, Texas. The ideal candidate has over 2 years of experience in HR roles, strong organizational...
- Role: Mantl Expert (Digital Account Opening / Onboarding Specialist) Remote / WFO / Hybrid: Hybrid with some travel to Detroit Hire Type (FTE/Contract): Contract Project Duration: 12+ months Rate: Depends on Experience (DOE) Expected Start Date: 01-Apr-26 Summary:...Contract workRemote workWork from homeFlexible hours
$70k - $160k
RFP Homes is looking for an Investor Advisor to guide real estate investors through acquiring off-market and distressed investment properties... ...investors through trust, market expertise, and responsive service. Experience in real estate transactions is preferred, but we...Second jobLive inImmediate start$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- ...("CW") is a premier and unique, full- service commercial real estate solution provider... ...-first philosophy, we partner with investors and clients to deliver seamless, compliant... ...at the center of everything we do. As Onboarding Specialist, you will play a critical role in...Work experience placementLocal area
- CLA is a top 10 national professional services firm where our purpose is to create opportunities... ...help you. CLA is currently seeking an Investor Services Manager to join our Fund... ...Develop best practices and procedures for onboarding of clients and client deliverables...Work at officeFlexible hours
- CLA (CliftonLarsonAllen) is seeking an experienced Investor Services Manager to join our Fund Administration group. This role will involve... ...relationships and service delivery, developing best practices for onboarding, and overseeing a team. Ideal candidates will have 8 years...Flexible hours
- ...Investor Advisor Investor Advisor Re:Home Texas Powered by Myers Home Buyers | Led by Asa Menchaca This isn't a real estate job. It's a path to becoming an investor. Most real estate roles hand you a logo, a CRM login, and a "good luck." This is different. Re:Home...For contractors
- ...patients. This full-time position requires excellent communication skills, attention to detail, and a strong foundation in healthcare intake and patient services. Ideal candidates will have a high school diploma and 2-3 years of relevant experience. #J-18808-Ljbffr...Full time
- ...Dallas, Texas is seeking an HR Coordinator to support day-to-day HR operations across the employee lifecycle. You will focus on onboarding, employee support, and HR process coordination. The ideal candidate is exceptionally organized and people-oriented with a bachelor...
$50k - $85k
Pickle Jam and Salsa Kitchen is looking for a seasoned Vendor Business Opportunity Investor to help accelerate our growth in the handcrafted food space. The role is flexible and allows for work from home, focusing on enhancing our brand's visibility and developing partnerships...Remote jobWork from homeFlexible hours- Investor Relations Reporting Analyst to support the firm’s investor relations and reporting functions. This role will focus on compiling, analyzing, and presenting financial and operational data for investors, ensuring accuracy, clarity, and timely delivery of reporting...
$84.25k - $101.25k
...investment decisions. The role offers broad exposure to founders, co‑investors, Bain senior leaders, and the fund’s Investment Committee. This... ...k) plan with an annual employer contribution based on years of service and Bain’s best in class benefits package. Some local...Full timeWork at officeLocal area1 day per week- Myers Home Buyers is seeking an Investor Consultant in Dallas, Texas. The role focuses on training individuals to become real estate operators, providing them with personalized mentorship and access to a verified investor buyer pool. Key responsibilities include evaluating...
- LP Analyst is looking for an Investor Services Lead in Dallas, Texas, to enhance its Private Equity Data Operations team. This role serves as a subject-matter expert, ensuring deliverable quality and SLA compliance. Candidates should possess a bachelor’s degree and over...
- A financial services firm in Dallas is seeking an Investor Relations Reporting Analyst to support investor relations and reporting functions. You will prepare quarterly and annual reports, collaborate with various teams for accurate data, and respond to investor inquiries...
- ...an Associate to join their fund administration team in Dallas, Texas. This position involves overseeing administrative support and investor relations related to client funds. Responsibilities include data entry, maintaining filing systems, assisting with capital calls,...
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