Remote Corporate finance Jobs · CRM

• Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
• Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
• Assist Advisors with client meeting prep and follow-up tasks.

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.

• Service a portfolio using various contact methods to collect, including calls, texts, and emails.
• Negotiate sustainable payment plans that meet Forward business objectives.
• Achieve monthly recovered payments goals, meeting or exceeding incentive compensation targets.

Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital that fuels small businesses across America. They are recognized as a Best Place to Work and certified as a Great Place To Work®, investing in their employees, technology, and customer experience.

• Build long term relationships with local developers, site teams and customers.
• Market-leading payaways on mortgages and protection.
• Exclusive access to OneDome’s award-winning HomeBuyer Service (mortgage + conveyancing from £999).

OneDome Growth Partners provides a growth platform designed to help brokers earn more per case, scale efficiently, and stay in control of their business. They are not a traditional broker network.