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• 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.

• Provide assistance across phone, email, and chat channels.
• Guide users through account needs and resolve issues efficiently.
• Collaborate with internal teams to ensure seamless support.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

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.

• 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.

• 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.

• Oversee fund administration services including accounting and reporting for private equity/real estate customers.
• Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies.
• Serve as a technical accounting expert and advisor on significant business/accounting decisions for the team.

Juniper Square is digitizing private markets to bring efficiency, transparency, and access to one of the most productive corners of our financial ecosystem.

• 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.

• Prepare federal and state individual 1040 tax returns using commercial tax preparation software.
• Help clients navigate the complexities of taxation.
• Interact with customers through video and audio tools in a professional, friendly, and confident manner.

Vaco, LLC respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents.

Looking for someone driven to deliver exceptional client experiences. Responsibilities include building and maintaining strong client relationships. Also responsible for ensuring the timely and successful delivery of our solutions according to client needs.

INFUSE has built a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected.

• Maintain portfolio accounting data across assigned client engagements, ensuring accuracy, completeness, and timely delivery.
• Perform daily and weekly portfolio reconciliations based on client requirements and complexity.
• Aggregate, process, and review client investment activity to prepare the financial book of records.

Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM. They are bringing the world on-chain through tokenized funds in partnership with top-tier asset managers and backed by some of the largest names in finance and technology.

• Manages client accounts and independently handles duties relating to client needs.
• Manages project timelines to completion with internal and external cross functional team members; establish and communicate clear and realistic expectations.
• Communicates effectively, plans, organizes and manages multiple projects in a timely manner.

Avery Dennison Corporation is a global materials science and digital identification solutions company. They are Making Possible™ products and solutions that help advance the industries they serve. They employ approximately 35,000 employees in more than 50 countries.

• Assist in preparing compiled and prepared financial statements.
• Ensure accuracy of client financial records, including trial balance and general ledger reconciliations.
• Prepare monthly, quarterly, and annual reports, including state reporting, sales tax, and property tax.

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
• Act as an advocate for the client's needs and speak confidently and professionally with clients.

Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.

Handle customer enquiries professionally and with care. Identify vulnerable customers and provide additional support. Handle escalated customer queries with empathy and integrity.

Capita is a leading provider of business process services, driven by data, technology and people that transforms connections between businesses and customers.

• Be the strategic liaison for clients and McFadyen Digital.
• Shape and execute our client partnership vision and influence revenue.
• Collaborate with the senior executive team and cross-functional stakeholders to achieve goals.

McFadyen Digital is a leading global ecommerce advisor and implementor. During their 37 years in business, they’ve digitally enabled over 300 enterprise clients, including 10% of the Fortune 500. For many years they have been certified as a “Great Place to Work” which is attributed to their great team of several hundred employees.

Preparing journal entries. Accounts payable & accounts receivables entry. Cash flow monitoring and management.

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients.

• 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.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Process grants through our Salesforce grants management system.
• Communicate with grant recipients to solve issues and give them a smooth experience.
• Conduct due diligence on all grant recipients to ensure grants are compliant with relevant law and our policies.

The Centre for Effective Altruism stewards the movement of people putting effective altruism principles into practice to solve the world's most pressing problems.