Source Job

• Manage communication channels with global financial planners, ensuring timely responses and issue escalation.
• Run recurring audits of tools and systems, maintaining data hygiene and implementing fixes as needed.
• Support onboarding for new planners, provisioning tools and ensuring full admin configuration before they start.

LearnLux is a leading provider of workplace financial wellbeing, offering fiduciary digital planning and one-on-one guidance from Certified Financial Planner professionals. They are a venture-backed company with over $35M raised, focusing on growth and scale, and maintain a fast-paced, quality-driven culture.

• Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
• Document and improve operational processes, creating templates and playbooks to support the Account Management team.
• Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.

Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.

• Respond to client requests with timeliness and accuracy
• Assist Advisors with client meeting prep and follow-up tasks
• Process account openings, transfers, and manage brokerage tasks

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, and high-net-worth clients with complex planning needs. The firm is intentionally small, relationship-driven, and grows through client referrals rather than advertising.

• Assist in processing client transactions, including account openings, transfers, and withdrawals, ensuring compliance with regulatory standards.
• Support reconciliation of client accounts and investment transactions to maintain accurate records.
• Partner closely with Wealth Management Associates and Operational Associates to reduce operational friction for advisors and clients.

Compound Planning is a leading fintech investment advisory firm. The company offers a collaborative and supportive work environment for its team.

• Act as the empathetic voice of Wealthsimple during sensitive moments, resolving negative balances and failed transactions with care.
• Own the end-to-end recovery journey, investigating account issues and setting up client repayment plans.
• Spot trends in risk operations and collaborate cross-functionally to improve systems that prevent future issues.

Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products. With over 4 million clients and $125 billion in assets, the company has a hybrid team of over 1,500 employees across North America, known for a collaborative and driven culture.

• Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling.
• Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments.
• Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.

Mercer Advisors is an independent fiduciary RIA firm that helps families simplify their financial lives by integrating planning, investing, tax, and estate services. With over 31,300 families served across 90+ U.S. cities, the firm is ranked #1 by Barron's and employs a diverse, flexible workforce where more than half of employees are women.

• Act as a key liaison for clients, ensuring total satisfaction and providing ongoing support.
• Develop customized financial plans for clients, covering budgeting, debt reduction, investing, and retirement.
• Collaborate with a team of like-minded individuals to share financial knowledge and strategies.

We tackle financial illiteracy worldwide, helping clients progress financially. We are a diverse team committed to excellence, offering training and online tools to support career growth.

• Perform daily valuations and reconcile portfolios to custodial and market data.
• Manage custody, cash, and participant transactions within fund accounting systems.
• Maintain accurate NAV and participant records in pooled trust structures.

True Link builds financial services for people with complex needs, including older adults and those with disabilities. The company is a profitable, mission-driven fintech on the Forbes Fintech 50 and Inc. 5000 lists, with a team that values diversity and inclusion.

• Provide exceptional support to customers via phone, email, and chat, addressing inquiries about RESPs and our digital platform.
• Resolve issues efficiently by troubleshooting problems and coordinating with internal teams to ensure customer satisfaction.
• Maintain accurate records of customer interactions and contribute to improving processes and resources.

Embark Student Corp. is a fintech company that helps Canadians achieve their education goals through an innovative digital platform for RESPs. Over the past 60 years, the company has reinvested over $60 million into scholarships and supported more than 850,000 students.

• Support daily retirement plan operations, monitoring workflows and prioritizing tasks.
• Provide account support for benefit payment processing, participant inquiries, and data reconciliation.
• Research and resolve routine or complex issues, documenting actions and escalating appropriately.

They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.

• Deliver outstanding technical assistance to customers via phone, email, and chat while taking ownership of timely solutions
• Build knowledge of evolving software and private markets industry to be a go-to expert and guide customers to success
• Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement solutions for customers

Juniper Square is an operations partner for private markets, unifying technology, data, and fund administration into a single platform. With over 1,000 employees and $350M+ in funding, the company fosters a culture of ambition, collaboration, and high standards.

• Support senior advisors in delivering personalized financial plans and client service.
• Learn to converse with individuals, families, or business owners about financial goals and create roadmaps to achieve them.
• Develop skills in retirement planning, wealth accumulation, college planning, investments, and insurance through a flexible schedule.

Davis Family Financial LLC takes an educational approach to finances, delivering expertise to people from all backgrounds and partnering with Fortune 500 companies to provide complimentary financial plans. The company offers a training program for entry-level financial professionals, with potential for management and leadership roles.

• Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
• Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
• Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.

Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.

• Serve as primary contact for retail investors, addressing account questions and resolving issues.
• Develop strong knowledge of Fundrise products and investment strategies to support investors.
• Evaluate AI tools to improve customer experience and drive team efficiency.

Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.

• Support strategic account management for a global strategic partnership, driving revenue growth and operational efficiency.
• Manage day-to-day client relationships, uncover upsell opportunities, and deliver exceptional service.
• Create customer-centric content and perform data analysis to support account strategy and business reviews.

Marqeta provides a card issuing platform that enables companies to issue cards, authorize transactions, and manage payment operations in real time. The company is publicly traded, with a focus on innovation and a flexible work culture, serving well-known brands in the new economy.

• Providing friendly, professional support to customers via phone, email, and live chat.
• Resolving issues efficiently while taking full ownership of each case from start to finish.
• Proactively identifying ways to improve customer experience and suggesting process improvements.

Capital on Tap is a financial platform providing a business credit card, spend management tools, and savings products for small businesses. With over 1,000 employees, £20bn in annual card spend, and 200,000+ customers, the company is profitable and growing.

• Serve as a primary liaison between advisory teams and WealthTech platform support teams for daily usage and issue resolution.
• Provide baseline training and maintain training materials for advisors on platform navigation and workflows.
• Identify areas for platform improvement by analyzing advisor feedback and usage trends.

Focus Partners Wealth provides wealth, asset, and business management resources to clients at every stage of life. With over $180 billion in regulatory assets under management, the company uses research-backed investment strategies to create custom portfolios.

• You will communicate with clients on the phone to understand their situation and advise them on next steps.
• You’ll master complex topics and internal tools to help hundreds of people each week.
• You’ll be measured by and compensated for the impact you have on clients.

Atticus is a platform that connects sick or injured Americans with government benefits and insurance compensation. The company has raised over $100 million from top VC firms, helped hundreds of thousands of people access over $10 billion in aid, and earned over 20,000 five-star reviews.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
• Drive engagement through warm outreach and live sessions to increase platform usage.
• Collaborate with account managers and product teams to improve client experience and share insights.

AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.