Talent.com
Investor Services Consultant

Investor Services Consultant

VirtualVocationsDurham, North Carolina, 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 Services Consultant.

Key Responsibilities

Coordinate investor onboarding processes and maintain accurate records in client systems

Manage ongoing account activities, including document uploads and communication with stakeholders

Monitor and respond to investor requests while ensuring compliance and quality service

Required Qualifications, Training, and Education

Bachelor's Degree preferred

Experience with Salesforce or similar CRM systems is a plus

Strong analytical and critical thinking abilities

Proficient in Microsoft Office, with intermediate Excel skills

Ability to maintain confidentiality of sensitive information

serp_jobs.job_alerts.create_a_job

Service Consultant • Durham, North Carolina, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitCREEDMOOR, NC, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Mortgage Loan Originator - Triangle

Mortgage Loan Originator - Triangle

Fifth Third BankDurham, NC, 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
Chief Investment Officer

Chief Investment Officer

VirtualVocationsRaleigh, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Chief Investment Officer to define and lead its investment vision and strategy.Key Responsibilities Oversee a portfolio exceeding $1 billion in annual media billings an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Fund Formation Associate

Fund Formation Associate

5 LegalRaleigh, NC, US
serp_jobs.job_card.full_time
A global and top 100 Am Law firm seeks an associate to join their Private Investment Funds Practice in any of their Charlottesville, Chicago, Dallas, Pittsburgh, Charlotte, Houston, New York City, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Private Banker

Private Banker

First National Bank of PennsylvaniaRaleigh, NC, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
DE Licensed Mortgage Underwriter

DE Licensed Mortgage Underwriter

VirtualVocationsRaleigh, North Carolina, United States
serp_jobs.job_card.full_time
Key Responsibilities Review and underwrite loan files for compliance with company guidelines Approve or decline loans within assigned authority and communicate decisions effectively Analyze loa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

First National Bank of PennsylvaniaRaleigh, NC, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Relationship Banker

Senior Relationship Banker

First National Bank of PennsylvaniaCary, NC, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Investment Associate

Investment Associate

VirtualVocationsRaleigh, North Carolina, 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_variable_days
  • serp_jobs.job_card.promoted
Kansas Licensed Financial Advisor

Kansas Licensed Financial Advisor

VirtualVocationsRaleigh, North Carolina, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Expert - Onsite

Tax Expert - Onsite

IntuitCREEDMOOR, North Carolina, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

TruistRaleigh, NC, US
serp_jobs.job_card.full_time +1
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick CurrenciesRaleigh-Durham, NC
serp_jobs.filters.remote
serp_jobs.job_card.part_time
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Remote DE Mortgage Underwriter

Remote DE Mortgage Underwriter

VirtualVocationsRaleigh, North Carolina, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
A company is looking for a Remote DE Underwriter.Key Responsibilities Conduct thorough analysis of loan files for compliance with guidelines Underwrite credit packages and collateral for residen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

IntuitCREEDMOOR, North Carolina, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Expert - Local

Tax Expert - Local

IntuitCREEDMOOR, North Carolina, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investment Analyst, DUMAC

Investment Analyst, DUMAC

Duke Clinical Research InstituteDurham, NC, United States
serp_jobs.job_card.full_time
Investment Analyst - DUMAC, Inc.Duke Employees Retirement Plan.DUMAC uses a long-term, global investment strategy across asset classes such as equities, fixed income, hedge funds, commodities, vent...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick TradingRaleigh, NC, USA
serp_jobs.filters.remote
serp_jobs.job_card.part_time
Remote Options Trading Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investment Specialist

Investment Specialist

First Citizens BankRaleigh, NC, US
serp_jobs.job_card.full_time
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each client or pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Capital Markets Associate

Capital Markets Associate

5 LegalRaleigh, NC, US
serp_jobs.job_card.full_time
AmLaw 50 firm seeks associates for their Capital Markets group.Qualified candidates will have 2-8 years of securities and capital markets transactions experience and should have substantive experie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30