Source Job

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Oversee and manage US-based compliance and risk programs.
• Collaborate with internal departments and global compliance leadership.
• Advise on regulatory and risk considerations for new product launches.

Jobgether is a platform that uses AI-powered matching to connect candidates with companies. They focus on ensuring applications are reviewed quickly, objectively, and fairly against the role's core requirements.

• Responding to client support issues via phone, email, and live chat.
• Diagnosing, resolving, and escalating client support tickets when necessary.
• Assisting in creating and maintaining Knowledge Base / FAQ documentation.

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Handle inbound participant and TPA calls, emails, and voicemails.
• Resolve client issues, concerns, and inquiries regarding benefit programs.
• Support the outside sales team by researching and assisting with operational questions.

Five Star Call Centers provides customer service solutions. They focus on delivering exceptional customer experiences in a fast-paced environment.

• Provide quality customer service experience to consumers and customers.
• Communicate effectively with consumers via various channels (telephone, email, chat, social media, etc.).
• Problem solve in a professional and effective manner.

Jobgether is a platform that uses an AI-powered matching process to connect job seekers with potential employers. They ensure applications are reviewed quickly, objectively, and fairly, and provide a shortlist of top-fitting candidates to hiring companies.

Handle inbound queries from potential customers via phone, email, and/or chat. Reach out to customers who have initiated an application, guiding them through the process and addressing their questions. Deliver a world-class customer experience.

Splash Financial is focused on building financial technologies that fundamentally transform how the industry lends since 2013.

• Serve as first level system support for each assigned client.
• Manage daily/weekly/annual incoming and outgoing file processing.
• Provide timely responses to client inquiries through research and analysis.

bswift transforms benefits administration, making it simpler and smarter. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving workplaces.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

• Analyze customer assets, income, debts, and advise customers on financial products.
• Market and promote company products and services to current and potential clients.
• Follow up on new leads and referrals resulting from phone and field activity.

BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions.

• Manages schedules and coordinates events for executives.
• Prepares reports and handles various administrative tasks.
• Supports the executive team in achieving strategic goals.

Jobgether uses an AI-powered matching process for job applications, ensuring quick and fair reviews. They identify top candidates and share shortlists with hiring companies.

• Provide expert-level support via phone, chat, and email, specializing in payment, verification, and account-related issues.
• Troubleshoot complex billing, subscription, and transaction discrepancies with precision and empathy.
• Collaborate closely with engineering, product, and risk teams to identify root causes and escalate bugs or system-level issues.

Cloaked is a privacy startup dedicated to rebuilding consumer trust in how personal data is used.

• Manage, support & provide expertise within EagleBank to ensure adherence to State & Federal regulatory compliance for the Bank Secrecy Act, USA PATRIOT Act & OFAC.
• Perform reviews & assessments on high-risk customer types, monthly reviews of the Health Mission transaction activity, support the Bank’s Customer Identification Program & Customer Due Diligence requirements.
• Investigate suspicious activity and Provide supervisory oversight of the work performed by AML/BSA Analyst(s) and Compliance Assistant.

EagleBank is focused on being Flexible, Involved, Responsive, Strong, and Trusted. They prioritize meaningful connections with their customers, employees, and shareholders, relentlessly delivering valuable service. EagleBank is committed to inclusion, equity, and respect, celebrating diversity and prioritizing employee growth and wellbeing.

• Reviews and approves marketing materials against work papers.
• Establishes and maintains strong relationships with Partners through regular communication.
• Conducts periodic reviews of Partners compliance to guidelines and rules.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.

• Handle customer inquiries via phone, email, and chat with professionalism.
• Provide accurate information about products, services, and policies.
• Troubleshoot and resolve customer complaints and issues.

TBS Investment & Management Company is dedicated to supporting their members' success by ensuring warehouses run smoothly. They foster a collaborative environment where individuals thrive on handling diverse tasks and solving challenges to enhance customer experiences.

In the Client Success Agent role, you will empower clients to take control of their financial future. Provide exceptional voice support in an unscripted environment for clients enrolled in the debt settlement program. Build positive rapport with the client base by discussing complex financial situations and maintaining accurate account documentation.

National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.