Provide specialist advice on the interpretation and application of policies and procedures.
Analyze specific problems and issues to find the best solutions.
Contribute to the management of partnering relationships with internal clients.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, they have locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
Responsible for ensuring all advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Meet with existing and prospective clients to plan their financial future.
Utilize company-provided technology and tools to improve your operation.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Corebridge Financial provides retirement solutions and insurance products. They are one of the largest providers in the United States and partner with financial professionals and institutions.
Take on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Lead a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
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. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Deconstructs new account submissions and bond requests by gathering information into systems and models.
Provides customer service to brokers and agents, resolving problems on bond transactions and service needs.
Executes post-sale account management and workflow, including file documentation and bond registration.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They build an environment that welcomes diverse perspectives and experiences, embedding inclusion into their culture.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Provide exceptional customer service to policyholders, agents, and other collaborators through inbound calls, email, and chat.
Handle a high volume of customer inquiries and analyze problems to provide detailed and proactive solutions.
Leverage advanced technology and software systems to accurately record customer interactions and deliver exceptional solutions.
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. They strive to attract, develop and retain a workforce that is as diverse as the customers they serve and to foster an inclusive work environment.
Manage firm-wide trading, rebalancing, and reconciliation.
Keep portfolios compliant with Investment Committee guidelines.
Create portfolio proposals for current and prospective clients.
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.
Answering or making calls to clients to learn about and address their needs, complaints, or other issues.
Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported.
Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
Iron Mountain Solutions supports a contract providing call center support for the U.S. Coast Guard (USCG) National Maritime Center’s (NMC) Contact Center (CC). They are an Equal Opportunity Employer.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
You know what great customer support looks like and you're passionate about delivering it at scale
Investigate and resolve customer complaints and disputes in a professional and empathetic manner
Provide the best customer support by talking directly and honestly with our customers through a variety of different mediums
Monzo is a leading financial technology company committed to providing modern banking solutions. With over 13 million customers in the UK, they've built a banking app that customers love with high daily engagement and award-winning customer support.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.