Talent.com
Investor Services Consultant

Investor Services Consultant

VirtualVocationsBronx, New York, United States
job_description.job_card.1_day_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 • Bronx, New York, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

EisnerAmperIselin, NJ, United States
serp_jobs.job_card.full_time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investor Services Consultant

Investor Services Consultant

VirtualVocationsJackson Heights, New York, United States
serp_jobs.job_card.full_time
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 acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Financial Services Business Consultant

Financial Services Business Consultant

ABeam ConsultingNew York, NY, US
serp_jobs.job_card.full_time
Financial Services Business Consultant.At ABeam, you will be a part of the next digital revolution.ABeam's success is created from the contributions of each of our valued employees.At ABeam, you ar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sales Consultant

Sales Consultant

The Difference CardMorristown, NJ, US
serp_jobs.job_card.full_time
The Difference Card helps organizations build the most cost-effective health plan.Since 2001, The Difference Card has provided its clients with an average net savings of over 18%.The product utiliz...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Investor Relations Specialist

Investor Relations Specialist

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for an Investor Relations Specialist to support engagement with the investment community.Key Responsibilities Assist in maintaining relationships with institutional investors...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Actuarial Consultant

Actuarial Consultant

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Group Retiree Pharmacy Actuarial Consultant, remote position.Key Responsibilities : Prepare, manage, review, and complete pricing requests for Employer Group Waiver Plan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Consultant Engineer I

Consultant Engineer I

FMPARSIPPANY, New Jersey, United States
serp_jobs.job_card.full_time
If you enjoy variety, we will put your time-management and organization skills to use handling field visits, office work, and projects for large commercial clients. We will provide you with extensiv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Principal Consultant, Advisory Services

Principal Consultant, Advisory Services

DiversifiedKenilworth, NJ, United States
serp_jobs.job_card.full_time
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in deliverin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Solution Consultant - Partnerships

Senior Solution Consultant - Partnerships

Workiva, Inc.Newark, NJ, United States
serp_jobs.job_card.full_time
As a Senior Solution Consultant on the partnership-focused team, you will leverage your technical skills, presentation prowess, and subject matter expertise in the field of governance, risk, and co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Merchant Services Consultant

Merchant Services Consultant

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Merchant Services Representative to support the growth of their Merchant Services portfolio through client consultations. Key Responsibilities Place outbound calls to cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Residential Inside Sales Consultant

Residential Inside Sales Consultant

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Residential Inside Sales Consultant.Key Responsibilities Receive inbound calls in a virtual, work-from-home environment Deliver customized business solutions to existi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Actuarial Consultant

Senior Actuarial Consultant

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Actuarial Consultant to support the delivery of actuarial services with a focus on post-employment benefit plans. Key Responsibilities Lead actuarial services for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Services - Capital Markets - Senior Consultant

Financial Services - Capital Markets - Senior Consultant

EYNew York, NY, US
serp_jobs.job_card.full_time
Financial Services - Capital Markets - Senior Consultant.Other locations : Anywhere in Region.Locations : New York City, Charlotte. At EY, we're all in to shape your future with confidence.We'll help ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitMohegan Lake, NY, US
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
Principal Consultant, Advisory Services-

Principal Consultant, Advisory Services-

DiversifiedKenilworth, NJ, United States
serp_jobs.job_card.full_time
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in deliverin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investor Services Associate

Investor Services Associate

ROCKEFELLER CAPITAL MANAGEMENTNew York, NY, US
serp_jobs.job_card.full_time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sales / Moving Consultant

Sales / Moving Consultant

R A Myer CorpMahwah, NJ, US
serp_jobs.job_card.full_time
We are looking for someone awesome to join our team.We are a top innovative moving company nestled in the heart of Bergen County, NJ. Our strong reputation makes us a lively place to work and never ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Solutions Consultant

Senior Solutions Consultant

VirtualVocationsFlushing, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Solutions Consultant to drive adoption of lending partners to their platform.Key Responsibilities Work with prospective funding partners to find optimal lending ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
RevOps Consultant

RevOps Consultant

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a RevOps Strategist, a client-facing consultant responsible for leading strategic engagements to drive efficiency and growth. Key Responsibilities Serve as the primary cli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Implementation Consultant

Implementation Consultant

VirtualVocationsJamaica, New York, United States
serp_jobs.job_card.full_time
A company is looking for an Implementation Consultant.Key Responsibilities : Collaborate with clients to understand needs and configure Dynamics 365 Business Central solutions Provide guidance th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30