Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews.
Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies.
Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rollovers.
Financial OperationsCustomer ServiceCommunicationAnalyticalAttention To Detail
Be a key member of the Options clearing team, the team is responsible for Options life cycle management
Be responsible for daily execution of all operational critical activities related to options reconciliations, settlements and expiration.
Work directly with motivated Operations Associates to ensure the accuracy of the records we hold for clients.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage their money. They are a large fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, they foster collaboration, humility, and an obsession over quality.
Provide operational support to Director of Operations and Operations team.
Contact customers regarding accounts receivable.
Provide general administrative and organizational support to internal team members, including the CEO.
Alt Legal is changing how trademark professionals manage global intellectual property. They are trusted by over 1,000 global law firms, IP boutiques, and Fortune 100 companies, and are known for powerful automation, integrated tools, and exceptional customer service.
Lead, coach, and mentor a team of Customer Operations Specialists to meet and exceed performance expectations.
Monitor daily workflows and queues to ensure timely, accurate resolution of provider and client inquiries.
Track and analyze team performance against key metrics, including OKRs and productivity KPIs.
Grow Therapy is a technology-powered marketplace that empowers therapists, augments insurance payors, and serves patients in need of mental healthcare. They have raised more than $178mm of funding and have empowered more than ten thousand therapists and hundreds of thousands of clients across the country.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Spotting patterns and identifying potentially vulnerable customers and financial crime.
Listen to customers’ concerns with positivity, empathy and patience and fix the problem.
Supporting customers across phone calls, in-app chat and email.
Monzo is on a mission to make money work for everyone, waving goodbye to traditional banking's complexities. Starting as a prepaid card, their product offering has grown in the UK to include personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account, and credit cards. They create magical moments for their customers.
Lead and manage the day-to-day operations of the Investor Services team, overseeing the entire investor lifecycle.
Serve as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions.
Lead, mentor, and develop a team with a focus on accountability, client service excellence, and continuous improvement.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them, bringing efficiency, transparency, and access. It is a values-driven organization that invests heavily in digital-first operations, with physical offices in San Francisco, New York City, Mumbai and Bangalore.
Execute daily fund accounting tasks within Flowdash workflow queues.
Investigate and resolve variances and discrepancies promptly.
Prepare quarterly financial statements and capital account statements.
Belltower empowers world-changing fund investments, providing fund administration services to the venture space. They support 29k+ funds representing over $23B in assets under administration, streamlining financial reporting, tax, and compliance.
Provide timely, high-quality support to MoonPay customers and partners across multiple channels.
Investigate customer issues, identify root causes, and resolve problems while ensuring a smooth customer experience.
Collaborate with internal teams to resolve escalations and operational issues impacting customers.
MoonPay is a unified payments platform for digital currency, making it easy to buy, sell, swap, and pay in digital currencies. They are trusted by over 30 million customers and over 500 ecosystem partners, with a focus on collaboration and building secure, scalable solutions.
Serve as a critical liaison between customers and the Bank by ensuring timely, compliant, and customer-focused resolution of complaints and service concerns across multiple channels.
Conduct thorough investigations by gathering information from internal systems, management, frontline teams, and customers.
Track, categorize, and analyze complaint data to identify patterns and emerging risks, and coordinate with Digital Banking and enterprise teams to implement corrective actions when needed.
Forbright is a full-service bank and commercial lender focused on helping to build a brighter future for its clients and communities. The company is dynamic, high energy, and fast-paced, with a culture of collaboration, inclusion, flexibility, and recognition.
Review, respond and investigate complaints submitted directly by customers.
Solve customer issues efficiently, effectively, and empathetically with emphasis on custom crafting written responses that DO NOT rely heavily on predetermined templates.
Improve our resources and tools available for our customers to enable customer education and streamline service
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. When customers share their challenging experiences with Affirm, Affirm has invaluable insight into the breaking points of our products, processes, or policies. As we learn from and champion for our customers, we use their voices to improve customer experience, deliver fair outcomes and repair relationships.
Lead and supervise a team of external Customer Experience Agents across email, chat, and phone channels.
Set clear performance expectations, KPIs, and quality standards; conduct regular coaching and feedback sessions to support team development.
Serve as the initiation escalation point for high-impact customer issues, directly responding to customer inquiries in a timely and professional manner.
NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and experiences.
Monitor and track all incoming deposits into brokerage trust and operating accounts on a daily basis.
Perform day-to-day financial transactions, including verifying, matching, posting and recording incoming deposits’ data.
Investigate and resolve any unidentified or misallocated deposits by communicating with the bank, customers or internal teams.
Real is a publicly traded, fast-growing global real estate brokerage powered by technology and driven by people. Since its founding in 2014, they’ve been reimagining the residential real estate experience with operations across the U.S., Canada, India, and the District of Columbia.
Support Shields operations team at health system partners with day-to-day operations.
Organize and maintain required documentation to enable operational success.
Partake in liaison audit process, including conducting audits and providing feedback to Manager of Patient Services.
Shields Health Solutions partners with health systems to develop specialty pharmacies. We provide integrated pharmacy solutions to improve patient care, drive growth, and reduce costs.
Own async email tickets and backlog items from intake to resolution.
Respond to learners with clarity, warmth, and precision.
Ensure tickets are properly tagged, categorised, and documented.
ALX Africa, a non-profit organisation under the ALX Foundation, is dedicated to unlocking the potential of Africa's digital future. With hubs in 8 cities across Africa and counting, they provide safe access to quality learning and a dedicated network of expert instructors.
Track project readiness and communicate updates across teams
Coordinate resources assignments and team availability based on scope and skillset
Spearbit was founded in 2021 by former Ethereum Foundation Solidity engineers and tackles Web3 security challenges. Spearbit is building Cantina, the "GitHub for Security", connecting security researchers with projects needing expertise, and currently supports collaborative security reviews, public and private security competitions, bug bounty programs, incident response, and AI code analyzer.
Execute account updates, maintenance, and closure requests promptly and accurately.
Review and research customer dossiers to ensure completeness and accuracy.
Analyze customer data to identify potential risks and escalate when necessary.
Finom is a European tech startup headquartered in Amsterdam, revolutionizing financial services for entrepreneurs. They provide an all-in-one B2B platform integrating banking, accounting, financial management, and invoicing and have raised approximately $346 million in funding.
Ensuring seamless communication between internal departments and clients.
Enhancing client satisfaction and operational efficiency.
Playing an essential part in our mission to transform legal proceedings.
Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and this shortlist is then shared directly with the hiring company.
Coach and support a team of up to 7 Team Managers.
Make critical, real-time operational decisions.
Take full ownership of your operation's performance.
Monzo is on a mission to make money work for everyone, waving goodbye to the complicated ways of traditional banking. They have personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account and credit cards. They are creating magical moments for their customers!