Serve as the primary point of contact for escalated support inquiries from partners.
Investigate and troubleshoot partner-reported issues by collaborating cross-functionally.
Identify patterns across inquiries to recommend process improvements, workflow updates, and product enhancements.
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices. They blend the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street.
Learn products in assigned specialty area and understand regulations.
Explain product options for routine inquiries and recommend products.
Identify multi-product needs and connect customers to specialists.
Transamerica provides insurance, retirement, and investment solutions. With millions of customers and thousands of employees globally, Transamerica is part of Aegon, an international financial services group with a diverse workforce, that offers tools and solutions focused on helping people plan for the best life possible.
Review written communication for FINRA compliance and prevent non-compliant actions.
Review user transaction documents and support legal/compliance issues.
Assist in compliance Due Diligence and KYC/AML tasks.
Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
Provide world-class customer service through performing complex Member Services functions.
Maintain compliance with Federal and State regulations, NACHA rules, and Webster/HSA Bank policies.
Meet/exceed individual performance goals, service level objectives, and demonstrate operational excellence.
Webster Financial Corporation is committed to putting people first, by helping individuals, families, and businesses achieve their financial goals. As a commercial bank founded in 1935, they value integrity, collaboration, accountability, agility, respect, and excellence.
Maintain regulatory compliance and prevent losses to members and credit union.
Perform primary telephone support and assist members and employees through all support channels.
Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.
STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.
Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews.
Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies.
Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rollovers.
Acorns is a financial wellness app that helps everyday people and families save and invest money for the long term. Since 2014, Acorns has grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents.
Design & Implement: Create broker-dealer and investment advisory written procedures and SOPs that align with evolving regulatory requirements.
Review & Refine: Audit public communications and marketing materials to ensure they are consistent with regulatory guidelines and internal policies.
Voice of the Customer: Review customer communications to detect, identify, and document customer complaints, ensuring every concern is addressed with integrity.
Acorns is a financial wellness app helping people and families save and invest for the long term. They have grown into a global company with multiple life-stage products serving the needs of kids, teens, adults, and parents and have helped over 14 million people save & invest over $25 billion dollars.
Own trader interactions from start to resolution through all of our support channels which include; live chat, phone calls, and Discord.
Use technical ability to master trading platforms, internal tools, and proprietary systems.
Skillfully troubleshoot incoming inquiries, determining severity, and escalating to the appropriate team when necessary.
Topstep is an engaging working environment which ranges from fully remote to hybrid. They foster a culture of collaboration with cameras on during meetings and a robust Slack environment for communication.
Spotting patterns and identifying potentially vulnerable customers and financial crime.
Listen to customers’ concerns with positivity, empathy and patience and fix the problem.
Supporting customers across phone calls, in-app chat and email.
Monzo is on a mission to make money work for everyone, waving goodbye to traditional banking's complexities. Starting as a prepaid card, their product offering has grown in the UK to include personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account, and credit cards. They create magical moments for their customers.
Handle inbound and outbound customer calls, secure messages, and/or emails in a fast-paced contact center environment.
Use effective communication and probing questions and critical thinking skills to identify customer needs and provide relevant solutions which may include offering banking products.
Advise and educate customers on available Forbright's digital tools and resources to improve the user experience.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory and a meaningful mission.
Deliver exceptional service to customers ranging from small wealth advisory businesses to large financial services firms.
Identify, respond, and resolve issues and questions raised by Vanilla customers.
Provide hands-on support to clients to ensure their ongoing happiness.
Vanilla is an AI-powered estate advisory platform built by advisors, planners, and attorneys. They unify scenario modeling, client visualization, and document creation into one seamless, digital experience, and operate with a flexible, closely connected team.
Being the first point of contact for compliance advice for Retail and Business customer propositions.
Providing clear and proactive compliance advice to the Borrowing squad, especially on CONC and Consumer Duty.
Reviewing customer journeys and communications to help the business deliver good customer outcomes, and flagging any risks.
Monzo is a financial technology company aiming to make money work for everyone, moving away from the traditional banking complexities. They offer personal and business bank accounts, savings, investments, and pension options, focusing on customer service and financial education.
Drive new business growth across financial institutions.
Build and manage a strong pipeline of potential prospects.
Represent Addition Wealth at industry events and meetings.
Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.
Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.
Review and release daily funding to SMB customers.
Identify and apply cash payments.
Investigate discrepancies and payment rejections.
Forward Financing is a financial technology company based in Boston, Massachusetts. They unlock capital for small businesses and are recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®; they invest in employees, technology, and customer experience.
Serve as primary in-house advisor on financial services regulation.
Partner with Product and Business Development on regulatory feasibility of new initiatives.
Manage ongoing Terms of Service updates and cardholder agreement revisions for product launches.
Greenlight is a family fintech company with a mission to help parents raise financially smart kids through its banking app. They serve over 6 million parents and kids, offering tools for allowance automation, chore management, spending controls, and investing.
Develop and execute a comprehensive customer success strategy that aligns with the company's overall business objectives.
Lead the Customer Success department and technical support teams
Drive customer retention and growth while ensuring a seamless and positive customer experience.
Xapo Bank is committed to changing the way things are done within the financial sector. They are a fully distributed team of over 130 employees working remotely from 30+ countries around the world, striving to provide economic freedom and wealth protection globally.
Serve as a critical liaison between customers and the Bank by ensuring timely, compliant, and customer-focused resolution of complaints and service concerns across multiple channels.
Conduct thorough investigations by gathering information from internal systems, management, frontline teams, and customers.
Track, categorize, and analyze complaint data to identify patterns and emerging risks, and coordinate with Digital Banking and enterprise teams to implement corrective actions when needed.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for its clients and communities. The company is dynamic, high energy, and fast-paced, with a culture of collaboration, inclusion, flexibility, and recognition.
Manage accounts of selected high-net-worth individuals.
Build and maintain strong relationships via email, phone, and Telegram.
Maximize revenue by understanding client needs and satisfying them with Nexo's products.
Nexo is building the future model of financial wealth - dynamic, accessible, and designed for a new generation of forward-thinking investors. They are a team of builders, strategists, analysts, creatives, and operators united by a shared mindset: advancement.