Investor Support Specialist
VirtualVocationsPensacola, Florida, United Statesjob_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 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 • Pensacola, Florida, United States
Job_description.internal_linking.related_jobs
TEKsystems is currently hiring HYBRID Member Service Representatives to start with a Fortune 100 Financial Institution in Pensacola, FL!.
Member Service Representative (Digital Services).To respond ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Mortgage Loan Originator solicits residential first mortgages through contacts with Realtors, builders, and developers.
Interview loan applicants and make credit decisions.The MLO is responsible...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
We're Hiring Member Service Representatives to work at Pensacola, Florida! •.Are you a people person who loves helping others? Do you thrive in a fast-paced, supportive environment where your voice ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Join the team committed to driving your career forward.Looking to take your sales career to the next level? Join America's most trusted brand with over 100 years of service as an Insurance Sales Ag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At ServisFirst, Our Name is Our Mission.An MLO’s network may consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources.The...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Commercial Banking Internship Program.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.Since our beginnings in ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Gpac is partnered with a very well-respected public accounting firm! Join a team that promotes a work-life balance and values their employees with recognition and team functions!.Prepare federal, s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
TEKsystems is currently hiring for Member Service Representatives with a Fortune 100 Financial Institution in Pensacola, FL! Position : Member Service Representative (Digital Department).Respond to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision.
This individual will prepare ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Focus on the core content of the job post, removing any extra metadata, navigation, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
All Mortgage Lenders talk about their competitive compensation, quick turn times, in house products, etc.Sure we all have those, but why focus on the things that are a given or the minimums in the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Bookkeeper Position At Precision Door.Precision Door has been franchising since 1999 and is now America's leading garage door repair company.
You'll work with smart and reliable supervisors and co-w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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 
Interviews residential mortgage loan applicants.Requests specified information for loan application.Notifies applicant of loan decision.
Corresponds with customers, applicants or creditors to resolv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
The Pack Labs is leading the way in the hemp-derived cannabinoid industry!.As the parent company behind premium brands like Delta Munchies and Imperial Extraction , our products are everywhere, and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
- serp_jobs.job_card.promoted
Member Service Representative
TEKsystemsPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Mortgage Loan Originator
CENGulf Shores, AL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker II (Orange Beach Branch)
Regions FinancialOrange Beach, AL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Member Service Representative - Fraud (NFCU)
TEKsystemsPensacola, Florida, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Insurance Sales Agent - Pensacola, FL
The Auto Club GroupPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Mortgage Loan Officer
ServisFirst BankPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Expert
IntuitMilton, FL, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Customer Accounts Advisor
AaronsPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Summer 2026 Commercial Banking Intern Pensacola
SouthState BankPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Public Accounting Tax Senior
GPACGulf Shores, AL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Member Service Representative
Veterans StaffingPensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Lending Assistant
Renasant BankPensacola, FL, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Financial Counselor I
Community Health SystemsFoley, AL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Mortgage Loan Originator
Jet Direct MortgagePensacola, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Bookkeeper
Precision Door ServicePensacola, FL, USserp_jobs.job_card.permanent
- serp_jobs.job_card.promoted
Seasonal Tax Expert - Local
IntuitMilton, FL, United Statesserp_jobs.job_card.full_time
Senior Loan Officer
First Federal BankPensacola, FL, United Statesserp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
- serp_jobs.job_card.promoted
Personal Banker
PNCRobertsdale, AL, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Relationship Banker II (Cordova Branch)
Regions FinancialPensacola, FL, USserp_jobs.job_card.full_time
Field Account Executive - Hemp / Cannabinoid Brands - Uncapped Commission
The Pack LabsPanhandle, FL, USserp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply