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.
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.
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.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Oversee daily portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution.
Conduct meticulous reconciliation and quality control checks on active assignments to maintain high organizational standards.
Coordinate daily workflows to meet deadlines and ensure strict compliance with client-specific requirements.
OPENLANE builds the world's most advanced digital marketplace for used vehicles, helping customers buy and sell smarter with data-driven insights. The company has about 5,000 employees and maintains a culture of internal promotions, diverse career paths, and meaningful advancement.
Manage high-stakes trader communications and complex case evaluations, including payout reviews and account restrictions.
Serve as a bridge between traders and internal Risk Compliance teams, balancing risk mitigation with empathy and professionalism.
Protect the company's reputation by minimizing disputes and recurring complaints, providing actionable recommendations for improvement.
Tradeify is a professional-grade futures trading platform providing access to commodities, equity indices, currencies, and interest rate products. They are building a world-class team that combines deep market knowledge, analytical rigor, and a genuine passion for performance.
Independently own end-to-end onboarding for largest strategic customers, transforming investment data for the platform.
Review, analyze, and interpret complex financial datasets for import into Juniper Square.
Build scalable AI workflows and mentor junior team members to drive process innovation.
Juniper Square provides a unified platform for private markets operations, serving over 2,300 GPs with technology, data, and fund administration services. With 1,000+ employees and $350M+ in funding, the company fosters a culture of transparency, collaboration, and high standards.
Answers a high volume of service calls, chats, and emails regarding eMoney applications.
Provides technical and planning product support to advisors and assists with financial planning scenarios.
Escalates complex issues to tier two teams and maintains high call quality and professionalism.
eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.
Provide technical support and troubleshooting for brokerage customers using the Back Office product via email, phone, and chat.
Monitor and manage your own case workload and backlog, prioritizing and triaging as needed.
Work with peers to troubleshoot and resolve issues and share product knowledge.
Lone Wolf Technologies simplifies real estate transactions by providing a seamless digital lead-to-close experience for agents, brokers, and their clients. They are committed to supporting real estate professionals while building a diverse and inclusive workplace that celebrates individuality.
Provide administrative and operational support across client accounts, including report generation, document management, and order processing.
Serve as a primary point of contact for client inquiries, resolving issues through effective communication and collaboration.
Assist with project coordination, data analysis, and process improvement initiatives to ensure efficient fulfillment operations.
Scale Army Careers is a staffing firm that connects professionals with contract roles in logistics and operations. They offer remote opportunities and emphasize a collaborative, client-focused culture.
Provide expert-level remote support for production and demo trading environments, ensuring high availability.
Execute daily operational tasks including contract settlement and end-of-day procedures.
Drive incident resolution, performance tuning, and process automation in a 24/7 shift model.
Nadex is a regulated derivatives exchange that provides trading opportunities in binary options and futures. The company fosters a fast-paced, ownership-driven culture with a focus on operational excellence.
Serve as a trusted advisor to key accounts and support new client onboarding.
Generate accurate quotes, oversee contract negotiations, and coordinate delivery schedules.
Collaborate cross-functionally to ensure on-time order delivery and escalate risks as needed.
Myriad360 is a technology solutions provider that challenges employees to achieve great things. They are consistently recognized as a best place to work, with an inclusive culture and engaged leadership.
Handle a high volume of partner inquiries via email, live chat, and phone support, resolving technical, account, billing, and product questions.
Build relationships with partners by understanding their business goals and helping them get measurable value from StreetEasy.
Serve as the voice of the partner, translating frontline insights into actionable feedback for product, operations, and sales teams.
StreetEasy is a real estate platform that helps people buy, sell, finance, and rent homes. As part of Zillow Group, it is one of the most-visited real estate platforms in the U.S., with a culture focused on innovation and inclusion.
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.
Serve as the primary point of contact for customers via phone, email, chat, and remote support sessions.
Troubleshoot and resolve issues related to software installation, configuration, licensing, upgrades, and integrations.
Leverage AI-powered tools to accelerate troubleshooting, knowledge discovery, and case summarization.
Cleo provides integration, managed file transfer, and EDI solutions to over 4,000 clients with a 99% retention rate. The company fosters a culture of support and life-work balance, encouraging team growth and collaboration.
Provide personalized operational and account support to executive clients, managing day-to-day requests and ensuring timely resolution.
Document all client interactions in Salesforce, troubleshoot issues, and collaborate with internal departments for seamless client experience.
Achieve and exceed company and department goals while maintaining professional competence and effective work relationships.
DentalXChange provides electronic dental claims and payment solutions. The company promotes a positive culture with friendly co-workers and values of actively caring, trying hard, being humble, and giving feedback as a gift.
Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
Manage support requests through ticketing systems, configure user access, and resolve system issues.
Collaborate with product, engineering, and operations teams to enhance systems and document processes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.
Become a subject matter expert on customer support topics.
Facilitate and monitor EDI Feeds with new customers and their BenAdmin and/or Payroll providers.
Maintain a deep understanding of our product and speak with customers about the most relevant features/functionality for their specific requirements.
Lively harnesses user-centric design and innovative technology to deliver an effortless experience for employers and account holders. The company is remote-first, headquartered in San Francisco, with employees across the US.