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.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.
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.
Assist clients and broker partners as first point of contact on service needs and issues.
Handle brokerage questions across account services, trading, transfers, funding, and operations.
Support ad hoc projects and operational initiatives as assigned by management.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. With a team of 380+ globally distributed members, they are backed by top-tier investors and serve hundreds of financial institutions across 40 countries.
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.