Source Job

• Support the Onboarding team by making scheduled/incoming calls to new clients.
• Deliver an exceptional client experience by meeting each client where they are.
• Share feedback to identify opportunities for the business and support product improvements.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.

• Manage end-to-end onboarding for newly acquired clients.
• Use internal tools to design client’ websites.
• Conduct live training sessions to help clients become familiar with the platform.

Machinio operates Machinio.com and Machinio System, transforming a traditional $400 billion industry through technology. They have growing teams across North America, Europe, and Asia and offer a casual, collaborative, fast-paced work environment and a fun team.

• Oversee demand generation strategies.
• Drive lead generation and conversion rates.
• Optimize marketing campaigns for maximum ROI.

Puzzle Financial helps firms and founders build better companies by modernizing accounting for the digital age. They haven't specified the company size or culture in this job posting.

• Establishing effective communication with clients
• Helping clients understand the platform and supporting them throughout the process of making a deposit
• Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)

PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.

• Guide new customers through the full onboarding lifecycle.
• Serve as the primary point of contact during onboarding.
• Partner with customers to define goals.

Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.

AO Garcia Agency empowers clients by providing personalized benefits solutions and has been in business for 70+ years. They have a dynamic remote team where collaboration is valued.

• Own end-to-end onboarding and rollout experience for customers and their crews.
• Support seafarers through mobile app setup, wallet activation, and KYC.
• Document and standardize onboarding processes as the platform and customer base grow.

Kadmos is on a mission to revolutionize salary payments to migrant workers by bringing fintech, low margins, and transparent FX to industries. Founded in 2021 and backed by renowned VCs Addition and Atlantic Labs, Kadmos has raised more than $39 million since 2021.

• Facilitate client onboarding, training, and ongoing support via video, phone, and email.
• Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
• Empower clients to become self-sufficient during onboarding and beyond.

Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.

This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.

• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire is dedicated to protecting families since 1951 by providing personalized benefits solutions. They transitioned to 100% virtual in 2020 and offer industry-leading training and support in a fun, energetic, and positive team environment.

• Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents.
• Educate customers on best practices and recommended configurations for building effective AI agents.
• Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs.

SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, capable of delivering personalized sales calls, demos, and follow-ups in real time and in multiple languages. The company's platform enables businesses to automate and scale their sales operations. The company has a global workforce of multi-cultural and talented colleagues with amazing growth opportunities for personal development.

• Own the onboarding process from client sign-up through completion.
• Serve as the primary point of contact for clients during onboarding.
• Analyze large and often complex transaction datasets using Excel.

TaxValet is a fractional sales tax department that handles everything for clients, from nexus analysis to permit registrations and audit support. They are a fast-growing, fully remote, financially stable, and profitable business with a team of around 100 teammates.