Production Admin Specialist 1 and Client Onboarding - Houston, TX

The Client Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. This role ensures a smooth and professional transition by guiding school leadership and business managers through the implementati ...

The Client Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. ...

We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. The Accounting Services service line partners with middle market companies to provide outsourced accounting functions. · Oversight of the onboardi ...

We are seeking a dynamic and detail-oriented Production Admin Specialist to join our team. · Set up projects as needed. · Maintain accurate client information. · Scan documents and upload to virtual filing system. · ...

We are seeking a dynamic and detail-oriented Production Admin Specialist professional to join our team. · Set up, assign, and reassign projects as needed. · Maintain accurate client information in project/client management software. · ...

The Onboarding Specialist specifically supports the Sales Team in all aspects of the new client onboarding process. · ...

We are seeking a highly experienced Senior Business Analyst / Product Owner with deep domain expertise in Wealth Management account opening and digital client onboarding platforms.The role will partner closely with business stakeholders, compliance, operations, and technology tea ...

The Customer Success Onboarding Manager will manage the onboarding experience for mid-market clients ensuring they get the most out of Connecteam from day one. · ...

As a Senior FIX Onboarding Specialist, you are an integral part of the team that is responsible for managing and facilitating the onboarding process for clients using the Financial Information Exchange (FIX) protocol. · Lead the onboarding process for new clients and partners, en ...

We are looking for a dedicated Onboarding Supervisor to join our team. This is an engaging and interactive role, ideal for individuals with strong interpersonal and communication skills. · Initiate contact with clients who have requested a software demonstration. · Schedule Zoom ...

Administer and review sophisticated trust accounts. · Administer and review sophisticated trust accounts and serve as main point of contact for HNW clients · Collaborate with clients' external advisors on estate planning matters and assist with new client onboarding · ...

We are seeking a highly organized and detail-oriented Contracts and Compliance Manager with experience in the IT Managed Services or IT Consulting industry. · Contract Management · Compliance Oversight · Risk Mitigation · ...

Senior Trust Officer opportunity with privately held wealth management firm in Houston to administer complex trusts for HNW clients. · ...

A fast-growing SaaS company seeks a highly motivated Customer Success & Implementation Specialist to ensure seamless onboarding experience deliver hands-on software training and support clients ongoing success with PriceEasy platform Key Responsibilities include customer onboardi ...

We are seeking a highly motivated Director of Customer Success & Implementation to ensure a seamless onboarding experience, deliver hands-on software training, · and support our clients' ongoing success with the PriceEasy platform. · ...

The KyC Onboarding Analyst will support the business with the processing of all client requests including new accounts opening and account closure. · Bachelor's degree in Business Administration Law or related. · 3-5 years experience in client onboarding compliance KYC/AML or rel ...

The Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. · ...

Directed management of all insurance-related products including health insurance and benefit administration. · Grew revenue to $45M/year over 2 years by leading development and launch of ACA reporting product. · ...

We are seeking a driven professional to connect with others and grow meaningful partnerships as our Partnership Director. · We will provide you with custom training based on your previous experiences so you feel confident and ready to start · Key ResponsibilitiesGenerate consiste ...

We are seeking an experienced IT Manager to join our Managed Service Provider (MSP) team supporting small to mid-sized businesses. · Manage and mentor one team member responsible for projects and field support. · ...