Source Job

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

• Establishing effective communication with clients
• Helping clients understand the platform and supporting them throughout the process of making a deposit
• Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)

PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Manage the end-to-end onboarding technical process for new partners and clients.
• Facilitate live onboarding meetings, walking clients through key workflows and feature capabilities.
• Collaborate with cross-functional teams to troubleshoot issues and ensure all requirements are met for activation and launch.

ZayZoon's financial empowerment platform helps businesses make a big impact on employee financial wellness through services like earned wage access.

• Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
• Mentor junior associates, refining service standards.
• Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.

Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.

• Facilitate client onboarding, training, and ongoing support via video, phone, and email.
• Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
• Empower clients to become self-sufficient during onboarding and beyond.

Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Lead churches through onboarding and early adoption of Tithe.ly.
• Host webinars, conduct 1:1 video calls, and support customers via email and chat.
• Empower churches to fully adopt the platform, driving meaningful outcomes and building strong relationships.

Tithely is a fully remote tech company that puts the Church first, serving over 50,000 churches around the world. They deliver world-class, cost-effective technology tools to make the business of the church just a bit easier.

We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.

WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.

The role is the first line of support for clients and investors for all things Figure Markets. Act as a bridge between customers and internal teams to address any concerns and to ensure customer satisfaction. Provide technical support and troubleshooting, triage and route the identification of technical bugs, and track until resolved.

Figure is transforming capital markets through blockchain, combining transparency and efficiency with AI-driven automation to reimagine loan origination and trading.

• Maintain portfolio accounting data across assigned client engagements, ensuring accuracy, completeness, and timely delivery.
• Perform daily and weekly portfolio reconciliations based on client requirements and complexity.
• Aggregate, process, and review client investment activity to prepare the financial book of records.

Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM. They are bringing the world on-chain through tokenized funds in partnership with top-tier asset managers and backed by some of the largest names in finance and technology.

• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

• Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
• Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
• Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.

Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.

• Execute end-to-end onboarding for new clients and properties.
• Perform detailed, manual implementation work, including data setup.
• Work within Asana to manage tasks, workflows, and deadlines.

OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.

• Lead new Partners through the end-to-end onboarding process.
• Coach Partners in configuring and customizing the product to meet their specific needs.
• Provide initial technical guidance and troubleshooting to Partners.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
• Educate customers to ensure adoption and optimal usage of CE’s offerings.
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.

Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.