Join QAD as a Senior Business Consultant in Financials, supporting Sales Executives in prospect and customer interactions. This remote role based in the Netherlands or Germany, involves driving complex sales processes, leading strategic discussions with top-tier clients, and influencing product development. Discover client requirements, provide functional expertise, tailor product presentations, and maintain industry knowledge.
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As an Institutional Prime Client Services Specialist youβll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbaseβs institutional suite of products, providing premier client service and operations to their most valued institutional clients and coverage teams.
As a Mortgage Broker, you will connect clients with mortgage solutions and drive business growth, reporting to Wealthsimpleβs Principal Broker. The ideal candidate will have a builder mindset, be detail-oriented, action-oriented, and proactive, continuously improving processes and controls while mitigating risk. This role requires managing time effectively and having the potential for growth within the company.
Oversee all aspects of our payment infrastructure. This role includes managing relationships with payment processors, reducing chargebacks and refunds, optimizing billing flows, and ensuring payment compliance across platforms. Monitor and reduce chargebacks, disputes, and refund rates. Manage integrations with existing and new payment processors. Maintain strong communication with payment providers and resolve transactional issues. Analyze payment data and implement risk mitigation strategies.
Responsible for working with members of the credit union to help them with their financial planning needs, including retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.
This is an apprenticeship opportunity located in Hopewell, NJ. As a Financial Services Representative, you'll deliver exceptional client service in a phone-based environment, supporting account needs, and building client relationships at a Merrill Contact Center. This role offers training, coaching, and potential advancement into an Investment Specialist Trainee role.
Wealthsimple is seeking an entrepreneurial, data-driven, and tech-savvy Manager to oversee the growing team of mortgage brokers, helping to define and scale the strategy for Wealthsimpleβs mortgage brokerage. Youβll lead a team of brokers, coach them to exceed client expectations, and collaborate with product, marketing, legal, and compliance teams to ensure operational excellence in a fast-paced, technology-forward environment.
As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest. You'll be on the front lines with new clients, working with a variety of companies, helping them set up and launch their new 401(k) plans. You'll own keeping the onboarding process on-track while ensuring that customers are engaged and happy.
Lead the collections and recoveries strategy, responsible for developing, implementing, and optimising innovative and compliant collection and recovery strategies with a primary focus on achieving positive customer outcomes. The ideal candidate will possess a deep understanding of the credit lifecycle, collections best practices, regulatory requirements, and a proven ability to leverage data analytics to drive performance and enhance customer experience. Balance commercial objectives with customer advocacy.