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IT specialist for system integration
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Phoenix Industries Dallas, United StatesIT Specialist for System Integration (m/f/d) · in DIRECT PLACEMENT · Your expertise is in demand · Our client is looking for an IT Specialist for System Integration (m/f/d) in Wiesbaden, starting immediately, in DIRECT PLACEMENT. · Your benefits with direct placement: · You start ...
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Integration Specialist
3 weeks ago
Allworth Financial Dallas, United StatesSUMMARY: · The Integration Specialist reports to the Integration Team Lead and is primarily responsible for quality document packet and ancillary form preparation, and timely submission and processing to open or transition accounts through funding in contribution to an exception ...
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Workday Integration Specialist
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Data Integration Specialist
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CoreLogic Dallas, United StatesAt CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team ...
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Data Integration Specialist
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CoreLogic Dallas, United States Full timeAt CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team ...
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Sapphire Enterprises Hutchins, United StatesBecome a computer scientist in 3 years with Hutchins Our program will introduce you to all technical areas of the profession and provide comprehensive training through qualified employees. During your training, you will work alongside our specialists on our challenging infrastruc ...
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Epic Beaker Integration Specialist
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Morris Technology Solutions Inc Dallas, United StatesJob Description Job Description Salary:Company Description:Morris Technology Solutions is a leading provider of innovative tech solutions based in the heart of San Antonio, Texas. We pride ourselves on delivering top-notch services to our clients and are dedicated to staying at t ...
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Clinical Systems Integration Specialist
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Morris Technology Solutions Dallas, United StatesJob Description · Job DescriptionSalary: · Company Description: · Morris Technology Solutions is a leading provider of innovative tech solutions based in the heart of San Antonio, Texas. We pride ourselves on delivering top-notch services to our clients and are dedicated to stay ...
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Integrated training as a commercial specialist"
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BlueWave Solutions La Prairie, United StatesWhat will you do with your talents at La Prairie?You plan and organize sales. · You procure goods and ensure their availability. · You present goods and provide services. · You determine and analyze business indicators. · You advise customers, lead employees, and manage business ...
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ERP Systems Integration Specialist
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Teledyne Technologies Incorporated Dallas, United States Full timeDescription · Job Summary: · The Enterprise ERP Systems Integration Specialist will be responsible for creating integrations between ERP systems and other enterprise applications, ensuring secure data exchanges between on-premises and cloud-based systems. They will work with va ...
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ERP Integration Specialist BI
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Dallas Area Rapid Transit Dallas, United States Full timeGeneral Summary: · The ERP Integration Specialist will be responsible for creating integrations between ERP systems and other enterprise applications, ensuring secure data exchanges between on-premises and cloud-based systems. They will work with various ERP systems and enterpris ...
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Integration Specialist
1 week ago
J.D. Irving Irving, United StatesWe are looking for a driven, focused and collaborative Integration Specialist · in Halifax, Saint John, Moncton or Fredericton, N.B. · An integration specialist is responsible for designing, developing, and implementing software integration solutions to meet the technical and bu ...
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Horizon Dynamics Lewisville, United StatesINTRODUCTION · As an IT specialist in the field of system integration at SPIE, you will be responsible for planning and configuring information and communication solutions for clients. This involves connecting hardware and software components to create complex systems. Based on c ...
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Integration Specialist
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People Tech Group Inc Irving, United StatesOneStream · Location: Irving TX (Onsite – 3 days ) · Basic Job responsibilities: · • Minimum of 2 year of experience with multi-dimensional cubes, understands how the data integration works in OneStream · • Minimum 3 year of experience developing business rules, forms , workflows ...
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CSI Pharmacy Dallas, United StatesJob Title · Senior Java Developer-Application Integration Specialist · Location · Dallas, TX, USA · Additional Location(s) · Employee Type · Employee · Working Hours Per Week · 40 · Job Description · Summary · The Senior Java Developer-Application Integration Speciali ...
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Stellar Innovations Carrollton, United StatesTraining as an IT specialist for system integration starting in September 2022Training location: either Fürstenfeldbruck near Munich, Koblenz or Wilhelmshaven · WORKING TOGETHER FOR THE SAFEST SOLUTION. ESG is a manufacturer-independent system integrator. As the technology and in ...
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Integration Specialist
3 weeks ago
Legrand North America Richardson, United StatesPosition Description · At a Glance · Legrand has an exciting opportunity for a Integration Specialist to join the Building Control Systems Wattstopper Team in Richardson, TX. The Integration Specialist is responsible for Networked Technical Systems Support for Building Automation ...
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Integration Specialist
3 weeks ago
Legrand Richardson, United StatesPosition Description · At a Glance · Legrand has an exciting opportunity for a Integration Specialist to join the Building Control Systems Wattstopper Team in Richardson, TX . The Integration Specialist is responsible for Networked Technical Systems Support for Building A ...
Integration Specialist - Dallas, United States - Allworth Financial
Description
SUMMARY:
The Integration Specialist reports to the Integration Team Lead and is primarily responsible for quality document packet and ancillary form preparation, and timely submission and processing to open or transition accounts through funding in contribution to an exceptional Allworth client experience during the New Partner Transition period.
The position works closely with our Partnering Firms Servicing Staff, Allworth's Advisor Enablement and Integrations Team, Integrations Service Administrator, and Custodians.
This is a full-time, Non-Exempt position, that requires in-office work in Addison, TX.DUTIES AND RESPONSIBILITIES:
Assisting the Integration Team Lead with gathering and quality checking the client and account information for repapering and/or transitioning acquired accounts.
Prepare and create required documents, fee agreements, and envelopes for Partnering Firm's Clients.
Facilitate the timely delivery of paperwork to the client through DocuSign, mail/overnight, or email to Partner Advisor or service staff.
Reviews and quality checks returned paperwork to limit errors, account restrictions and other NIGOs.
Convert leads to clients in Salesforce
Scan or download documents to the client file,
Returning missing or not-in-good-order paperwork to clients for signatures and delivering duplicate client packets as requested.
Submit or process paperwork directly to the appropriate custodians and carriers.
Monitor the account opening, transfer of assets, and/or funding, notify, and track NIGOs through resolution.
Work directly with custodians to process work in a timely and accurate manner and provide status updates through completion of transitioning accounts.
Assist the New Partner, Advisor Enablement and Integrations Team or VP of Operations with any additional, ad-hoc tasks and requests.
QUALIFICATIONS:
Passion for excellent service and client satisfaction
Excellent verbal and written communication skills
Minimum 1 year of financial services industry and support service experience preferred
Strict attention to detail, the ability to multi-task, prioritize work daily in a high-paced team-oriented environment, meet deadlines, and work independently
Strong organizational, problem-solving, and analytical skills
Strong team player and approachable, with a high degree of professionalism
Proficiency with Microsoft Office applications like Word, Excel, SharePoint, and Outlook as well as Client Relationship Management (CRM) and Document Management systems
Some college is preferred
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