Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
You will own the client journey end-to-end, solving strategic problems.
You will work with a maker-owner mindset, improving tools based on front-line insights.
Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.
Review, prepare, and resolve complex account work, including entity accounts and correspondent partners.
Process and support day-to-day accounts workflow, including onboarding, maintenance, and lifecycle changes.
Execute monthly statement and trade confirmation reviews and lead legacy cleanup projects.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. Our global team of over 400 members is diverse and backed by $400 million in funding, fostering a culture of curiosity, empathy, and accountability.
Assist clients and broker partners by being the first point of contact on service needs and issues.
Process operational requests such as funds distributions, journals, account updates, and ACATs initiation.
Research and resolve client issues related to forms, transfers, and other operational items.
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and 24/5 trading. The company is backed by $400 million in funding and has a global team of 400+ members.
Process and support day-to-day accounts workflow including onboarding, maintenance, updates, and closures.
Fully own escheatment and abandoned property operations and monthly statement review.
Execute legacy cleanup and data hygiene projects to meet compliance requirements.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of over 400 globally distributed members, we foster a diverse and dynamic culture committed to open-source contributions and innovation.
Provide exceptional customer service via email and phone, helping clients use products effectively.
Assist with client inquiries, fund transfers, and understanding investment risk and performance.
Act as the voice of the customer, highlighting improvements to enhance the client experience.
Wealthfront builds financial products that automate banking, investing, and planning to help clients grow their money. They serve over 1 million clients with $90 billion in assets and foster an inclusive, client-first culture.
Serve as a key operational point of contact for partner firms throughout inbound asset migration and account conversion activities.
Own the full migration lifecycle, from initial planning through execution, reconciliation, and issue resolution.
Build and maintain repeatable playbooks and workflows for migration and integration processes.
Our partner is a fast-growing financial technology company. They operate in a globally distributed, remote-first environment with a focus on brokerage operations.
Lead fund formation and structuring, including vehicle selection, LPA setup, and regulatory compliance.
Select and manage service providers such as fund administrators, auditors, and tax advisors to institutional standards.
Own core fund operations including capital calls, LP onboarding, valuation, NAV reporting, and LP communications.
Xsolla is a global commerce company providing tools and services to help video game developers fund, distribute, market, and monetize their games. Headquartered in Los Angeles, California, it has helped over 1,500 game developers and operates as a merchant of record, fostering a community that values creativity and collaboration.