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53 client onboarding jobs at 35 companies in Denton, TX

3mo
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Client Onboarding Associate
Irving, Texas, United States
OnsiteFull Time
Novatech
Novatech: Provides managed IT, print, cloud, and cybersecurity solutions.
Customer-focused tech-minded professional with driver’s license. Lift up to 100 pounds and ability to travel to client sites. On-site equipment installation and troubleshooting.
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22h
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Client Onboarding Implementation Associate
Charlotte or Chicago or Plano
$65k-$88k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year managing strategic initiatives, client onboarding and project management experience, conflict resolution, continuous improvement, data and technology literacy, and willingness to implement emerging technologies.
Chase, design thinking
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3mo
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Beck Technology - Client Onboarding Specialist
Dallas, Texas, United States
HybridFull Time
Beck Technology
Beck Technology: Provides software for preconstruction estimating and project decision-making.
1+ YOE1-3 years construction industry experience; knowledge of DESTINI Suite; proficient in Microsoft Excel; willing to travel 5-10%; hybrid/remote in Dallas; customer onboarding focus; no visa sponsorship.
DESTINI Suite, Microsoft Excel
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1mo
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Associate, US Client Onboarding (265485)
Dallas, Texas, United States
OnsiteFull Time
Scotiabank
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
4+ YOE4+ years in financial services with US KYC/AML (BSA, PATRIOT Act, FINRA, FATCA) expertise, bachelor’s degree in business or related field (or equivalent experience), CAMS/CGSS/FIS preferred, strong communication, QA and project skills.
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1mo
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Onboarding Manager
Plano or Alabama or Arizona or California or Colorado or District of Columbia or Delaware or Florida or Georgia or Idaho or Illinois or Louisiana or Michigan or Massachusetts or Missouri or North Carolina or New Hampshire or New Jersey or Nevada or New York or Pennsylvania or Oregon or Ohio or Rhode Island or South Carolina or Texas or Utah or Virginia or Washington or Wisconsin
HybridFull Time
Tapcheck
Tapcheck: Access earned wages early through a digital mobile platform.
3+ YOE3+ years onboarding/implementation or client-facing technical experience; familiarity with payroll/timekeeping/HRIS integrations; high proficiency in Salesforce, Confluence, Lucidchart, and Excel; strong troubleshooting, communication, and process-design skills.
Salesforce, Confluence, Lucidchart, Microsoft Excel, OnRamp
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5d
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Advisor Onboarding Specialist
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yr HybridFull Time
Altruist
Altruist: Provides a digital custodian and portfolio management platform for advisors.
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63 licenses; wealth management knowledge; project management, communication, organization, and cross-functional leadership skills.
Salesforce, Google Workspace, Microsoft Excel
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4w
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Onboarding Associate, Client Accounting Services
Frisco or Dallas
$71k-$100k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOE1+ years accounting or bookkeeping experience; bachelor's in accounting preferred; experience with cloud accounting platforms and Microsoft Excel; strong communication, analytical, and organizational skills.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Excel
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2w
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Treasury Management Client Onboarding Specialist, Sr
Dallas, Texas, United States
HybridFull Time
PrimeLending
PrimeLendingNYSE: HTH: National residential mortgage lender providing home financing solutions.
3+ YOE3+ years treasury management or 5+ years progressive financial services experience; associate's degree or equivalent; strong communication, organizational, analytical skills; Microsoft Office and Adobe Pro proficiency; ability to travel locally (<10%).
Microsoft Office Suite, Adobe Pro
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3w
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Commercial Client Onboarding & Dep. Acct. Supervisor
Cincinnati or Farmington Hills or Dallas
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
5+ YOE5+ MgmtBachelor's or equivalent; 5+ years customer service and banking experience including commercial accounts and treasury management; 5+ years leadership; strong risk awareness, communication, and supervisory skills; ability to travel.
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1mo
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Global Banking & Markets Operations - Private Transaction Banking - Onboarding - Dallas - Vice President
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
5+ YOEBA/BS required,5+ years professional experience (2+ client-facing),expertise in KYC/CIP across US/UK/EU,project management,risk and compliance experience,team leadership and mentoring.
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2mo
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Implementation Services Director, Pharmacy Onboarding and Client Success
Irving or Chicago or Centennial
$89k-$156k/yr OnsiteFull Time
Vizient
Vizient: Healthcare performance improvement and group purchasing organization.
7+ YOE7+ years relevant experience; strong knowledge of pharmaceutical contracting, distribution, eligibility, and class of trade; GPO experience preferred; data analysis, cross-functional leadership, and willingness to travel.
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3mo
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Treasury Onboarding Project Manager (Dallas, TX, US, 75001)
Dallas, Texas, United States
OnsiteFull Time
BOK Financial
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
7+ YOEBachelor's degree; 7-10 years in banking, project/change management, and client onboarding; strong communication and organizational skills.
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1mo
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New Client Counselor
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
3+ YOE3+ years in financial services, Series 65 license required (or obtained upon hire), knowledge of capital markets and investment products, consultative sales and client onboarding experience.
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2mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
Employer Flexible
Employer Flexible: Provides outsourced HR, payroll, and benefits management services.
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR; strong project management, communication, and attention to detail.
Darwin, myHR, HRIS
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2w
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Client Success Partner
Irving or Fort Myers
$62k-$87k/yr HybridFull Time
Gartner
GartnerNYSE: IT: Provides research and advisory services for business leaders.
2+ YOE2+ years relevant experience, strong communication, client relationship management, onboarding and program recommendation skills; bachelor’s degree preferred.
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1mo
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Client Success Manager
St. Petersburg or Denver or Salt Lake City or Ramsey or Dallas
$60k/yr FieldFull Time
AppWork
AppWork: Cloud-based maintenance management software for multifamily property operations.
On-site property management experience required; knowledge of maintenance operations, client onboarding/training, strong communication, proactive, and tech-savvy.
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2mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
The Woodlands Specialty Hospital
The Woodlands Specialty Hospital: Specialty surgical hospital and 24/7 emergency medical center.
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR preferred; strong project management, communication, and attention to detail.
Darwin, myHR, HRIS
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1mo
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Client Services Team Lead
Plano, Texas, United States
$145k-$165k/yr HybridFull Time
Valitana
Valitana: SaaS platform for institutional investment analytics and management.
8+ YOE8+ years in finance/financial operations with client-facing experience; experience with CLOs, ABL, structured finance, onboarding; team building and leadership; proficiency in Excel; bachelor's degree required; excellent communication and organizational skills.
Microsoft Excel
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1mo
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Sr. Professional, Client Account Services
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yr OnsiteFull Time
Cotality
Cotality: Provider of property intelligence, data, and analytics solutions.
5+ YOEBachelor's degree or equivalent; 4+ years mortgage industry background and 5+ years in client-facing/account management roles; client onboarding, UAT, and cross-functional collaboration experience.
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1mo
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Sr. Professional, Client Account Services
San Diego or Dallas
$74k-$100k/yr OnsiteFull Time
Cotality
Cotality: Provides property data, analytics, and workflow intelligence solutions.
5+ YOEBachelor’s degree or equivalent; 4+ years mortgage industry experience and 5+ years in client-facing or account management roles. Strong onboarding, client engagement, UAT, escalation management, and mentoring skills.
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