Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsToledo, Ohio, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.

Key Responsibilities

Guide investors through the onboarding process, including KYC / AML verification and wallet setup

Provide technical support for investors connecting wallets and assist with troubleshooting related issues

Support Transfer Agent functions and fund operations, ensuring accurate record-keeping and compliance

Required Qualifications

1-3 years of experience in investor support, fund operations, or client services, preferably in fintech or blockchain

Familiarity with blockchain concepts and wallet interactions

Understanding of Transfer Agent and Fund Operations processes

Experience with KYC / AML verification workflows and regulatory compliance

Strong organizational and analytical skills

serp_jobs.job_alerts.create_a_job

Investor Specialist • Toledo, Ohio, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

Old National BankDundee, MI, United States
serp_jobs.job_card.full_time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Texas Licensed Mortgage Loan Officer

Texas Licensed Mortgage Loan Officer

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Loan Officer in TX, AZ, or TN.Key Responsibilities Perform activities requiring an NMLS Loan Originator license Review applications from manufactured home retailer par...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Financial Clearance Representative

Financial Clearance Representative

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Clearance Representative (AR) to manage pre-service insurance reviews for healthcare clients. Key Responsibilities Manage inquiries and concerns related to ins...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Reverse Mortgage Loan Officer

Reverse Mortgage Loan Officer

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Listen to and analyze customers' financial situations to provide tailored financial solutions Build rap...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Florida Licensed Tax Advisor

Florida Licensed Tax Advisor

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Foster client engagement by building lasting connections and providing expert guidance Apply accounting expertise ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Accounts Receivable Representative II

Accounts Receivable Representative II

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for an Accounts Receivable Representative 2 specializing in hospital billing and follow-up.Key Responsibilities Handle escalated account and payer disputes, including complex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Mortgage Loan Originator

Mortgage Loan Originator

Fifth Third BankToledo, OH, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Texas Licensed Tax Advisor

Texas Licensed Tax Advisor

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Build lasting connections with small business owners, providing expert financial guidance Apply accounting experti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
2026 State and Local Tax (SALT) Entry Level Staff

2026 State and Local Tax (SALT) Entry Level Staff

Plante MoranToledo, OH, United States
serp_jobs.job_card.full_time
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Property Underwriter

Property Underwriter

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for an Underwriter II to join their E&S Property team.Key Responsibilities Develop and maintain an E&S Property portfolio by executing the department's business plan Analyze...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Investment Associate

Investment Associate

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Mortgage Underwriter

Senior Mortgage Underwriter

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
PFS Insurance Follow-Up Representative

PFS Insurance Follow-Up Representative

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a PFS Insurance Follow-Up Representative (Ambulatory Denials).Key Responsibilities Follow up with payers on various denials, ensuring accurate and timely processing of pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
2027 State and Local Tax (SALT) Entry Level Staff

2027 State and Local Tax (SALT) Entry Level Staff

Plante MoranToledo, OH, United States
serp_jobs.job_card.full_time
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Michigan Licensed Insurance Specialist

Michigan Licensed Insurance Specialist

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for an Insurance Specialist to work remotely in Michigan.Key Responsibilities Identify and verify the accuracy of financial, insurance, and demographic information for patien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
New Jersey Licensed Loan Processor

New Jersey Licensed Loan Processor

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Loan Processor to manage loan documentation and customer communication.Key Responsibilities : Review and analyze borrower's credit, employment, financial information, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Account Closure Specialist

Account Closure Specialist

VirtualVocationsToledo, Ohio, United States
serp_jobs.job_card.full_time
A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Personal Banker - Bowling Green, OH

Personal Banker - Bowling Green, OH

WesBanco Bank Inc.Bowling Green, OH, United States
serp_jobs.job_card.full_time +1
Bowling Green, Ohio, United States.This position is 100% in office.The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be.Banking, ca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days