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23 project manager client onboarding jobs at 13 companies in Mansfield, TX

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Client Onboarding Implementation Manager Senior Associate
Irvine or Plano
$75k-$107k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years managing client onboarding and strategic initiatives, proficiency in data/tech literacy, conflict management, continuous improvement and stakeholder influence; travel ~10%.
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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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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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1w
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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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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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Senior Analyst, U.S. Client Onboarding (265484)
Dallas, Texas, United States
OnsiteFull Time
Scotiabank
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
2+ YOE2-4 years in financial services, knowledge of US KYC/AML, sanctions and FATCA, bachelor's degree in business or related field (or equivalent experience), strong communication, analytical and project management skills.
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Associate - Project Management
Dallas, Texas, United States
OnsiteFull Time
KPMG
KPMG: Global professional services network providing audit, tax, and advisory.
1+ YOEMinimum 1 year in project management/business development/account management, bachelor's degree, proficiency with Microsoft Office and CRM (e.g., Salesforce), client onboarding and relationship management, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, GenAI Research Assistant for Navigating Tax (GRANT)
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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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2mo
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Implementation Manager
Chicago or Philadelphia or Dallas or Buffalo Grove
$90k-$105k/yr HybridFull Time
Onbe
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
5+ YOE5+ years in client onboarding or project management; strong PM skills; proficient with Smartsheet/MS Project; excellent communication.
Smartsheet, MS Project
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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: Global investment banking, securities, and investment management firm.
5+ YOEBA/BS and 5+ years' professional experience, including 2+ years client-facing. Requires KYC/CIP expertise, project management, process improvement, communication, risk mitigation, and team leadership.
KYC, CIP, EAP
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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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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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Area Service Manager
Minnetonka or Hoover or Columbus or Detroit or Pittsburgh or Dallas
$77k-$154k/yr OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOE3+ MgmtBachelor's degree, 5+ years treasury management experience, 3+ years management and client services experience; strong communication, coaching, onboarding, and project leadership skills.
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1mo
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Senior Reimbursement Account Manager
Merrimack or Westlake or Covington
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
7+ YOE7+ years project/account management experience, consultative client relationship skills, knowledge of reimbursement account administration (FSA/HRA), onboarding and implementation expertise, strong communication and problem-solving.
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