2 client onboarding specialist jobs at 2 companies in Springtown, TX

5d
Save
Mark Applied
Hide
Operations Specialist
Westlake, Texas, United States
OnsiteTemporary
Fidelity Investments
Fidelity Investments: Financial services and investment management firm providing advisory solutions.
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
Save
Mark Applied
Hide
Contractor-03
Dallas or Plano or Fort Worth
OnsiteContract
Mphasis
MphasisNational Stock Exchange of India / Bombay Stock Exchange: MPHASIS / 526299: Provider of IT consulting and digital transformation services.
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