Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Manage customer inquiries across multiple channels while maintaining high satisfaction scores and processing financial transactions with accuracy.
Analyze customer accounts to resolve billing disputes and collaborate with internal teams to solve complex issues requiring financial expertise.
Execute daily financial operations, document interactions in systems, and optimize support processes by identifying trends and recommending improvements.
Breezy provides a hiring platform to streamline recruitment processes for organizations. They are a growing team focused on delivering efficient and user-friendly solutions for job applicants and hiring managers.
Manage enrollment processing, research, and resolve eligibility and enrollment issues.
Review plan documents and benefit attributes for accuracy and manage them within the internal system.
Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.
Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Service customers through the digital account opening channel.
Review and process consumer applications, determining approval or denial.
Provide support to customers and internal team members via phone, email, and chat.
SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.
Conduct consultative conversations to understand client needs.
Simplify complex information into accessible guidance.
Jobgether is a company that connects job seekers with employers through an AI-powered matching process. They focus on fairness, objectivity, and speed in the hiring process.
Be a subject matter expert on the consumer credit products
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. We have an amazing team of 25,200 people in 32 countries.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Provide IT assistance and training to team members, responding to technology-related requests and resolving issues.
Answer, evaluate, and prioritize incoming requests for assistance regarding hardware, software, networking, and other computer-related technologies.
Perform network troubleshooting, configure network components, and assist with maintaining network operations and user account management.
GR8 Global is a firm forged by an alliance of top 100 U.S. accounting firms with the objective of redefining the workplace while providing additional value to partners. It prioritizes a positive and inclusive culture, focusing on matching talented professionals outside the U.S. with work opportunities in audit, accounting, and finance.