Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Act as primary point of contact for clients, handling inquiries via email, live chat, and phone calls within SLAs.
Provide excellent customer support by identifying needs and solving tasks individually, while liaising with internal teams.
Maintain product knowledge, contribute to side projects like FAQ upkeep, and communicate feedback with management.
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we prioritize investing in our people.
Coordinate daily sales pipeline activity and support proposal preparation for retirement plan services.
Assist Regional Sales Directors and financial advisors with documentation, CRM updates, and client deliverables.
Maintain data accuracy, manage workflow systems, and build relationships with wholesalers and internal partners.
This role is placed on behalf of a partner company specializing in retirement services. They are a mission-driven organization focused on financial security, with a collaborative culture and employee engagement activities.
Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
Produce sales results through high-volume outbound calls and emails.
Screen prospective clients and set appointments for financial advisors.
Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.
Oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently.
Post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
Manage investor expectations by communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.
IQ-EQ is a leading Investor Services group offering end-to-end administration, accounting, reporting, regulatory, and compliance services for the investment sector worldwide. They employ over 6,500 people across 24 jurisdictions and are driven by a purpose to power people and possibilities.
Perform monthly billing audits, fee calculations, and adjustment processing.
Maintain client accounts and billing instructions to ensure accurate fee schedule assignments.
Collaborate with advisors and teams to resolve billing discrepancies and facilitate fee collections.
Mercer Advisors helps families simplify and amplify their financial lives through comprehensive financial planning, investment management, and related services. The firm serves over 31,300 families across 90+ U.S. cities, with a diverse team where more than half of employees and client-facing professionals are women.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Proactively engage RIA prospects through outbound calls, emails, and virtual meetings to generate qualified opportunities.
Support senior Business Development professionals by managing a territory, scheduling meetings, and preparing materials for advisor-facing conversations.
Build and maintain relationships with advisors and home office contacts through consistent, value-driven communication and pipeline management in Salesforce.
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.
Deliver white-glove customer service through phone, email, and chat channels.
Drive continuous improvement to the customer service experience by identifying and deploying enhancements.
Expand financial services expertise in equities trading, margin, and options.
Crypto.com is a global cryptocurrency platform founded in 2016, serving over 150 million customers. The company fosters a transformational and proactive working environment, empowering employees to develop innovative solutions and grow from within.
Schedule, confirm, and manage appointments for benefit counselors, coordinating daily schedules to maximize efficiency and accommodate client needs.
Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information, maintaining accurate records.
Support the benefit team with administrative tasks including data entry, report preparation, and rescheduling appointments as needed.
Hilb Group is a Top 25 middle-market independent insurance broker offering expertise in property & casualty, employee benefits, HR consulting, and retirement services nationwide. The firm provides the resources of a big broker with the personal service of a small agency, driven by values of trust, passion, integrity, and growth.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.