8 client onboarding specialist jobs at 7 companies in Murphy, TX
3mo
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Beck Technology - Client Onboarding Specialist
Dallas, Texas, United States
HybridFull Time
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
1w
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Advisor Onboarding Specialist
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yr HybridFull Time
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
1w
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Advisor Onboarding Specialist
Dallas, Texas, United States
$79k-$107k/yr HybridFull Time
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63; wealth management expertise; project management; cross-functional influence; and Salesforce, Google Workspace, and Excel proficiency.
Salesforce, Google Workspace, Microsoft Excel
3w
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Treasury Management Client Onboarding Specialist, Sr
Dallas, Texas, United States
HybridFull Time
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
2mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
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
2mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
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
4d
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Operations Specialist
Westlake, Texas, United States
OnsiteTemporary
2+ YOEBachelor’s degree and 2+ years in account opening, client onboarding, or financial services operations; requires accuracy, communication, troubleshooting, Excel, MS Office, and financial systems experience.
Salesforce, Wealthscape, Microsoft Excel, Microsoft Office
1w
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Contractor-03
Dallas or Plano or Fort Worth
OnsiteContract
2+ YOERequires 2–5 years in banking, financial services, or client operations; client onboarding or account servicing experience; Microsoft Office proficiency; strong communication, organization, and problem-solving skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook