Investor Services ConsultantVirtualVocations • Hartford, Connecticut, United States
Investor Services Consultant
VirtualVocations • Hartford, Connecticut, United States
job_description.job_card.variable_days_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 • Hartford, Connecticut, United States
Job_description.internal_linking.related_jobs
Client Services Consultant – Innovate, Lead, and Drive Success!.Are you a problem-solver, strategist, and leader who thrives on developing scalable solutions that drive growth and success ?.W...serp_jobs.internal_linking.show_more
Temporary Position - 6 to 8 Weeks.Douglas Manor is a 90-bed, family-owned skilled nursing facility in Windham, Connecticut specializing in short-term rehabilitation and long-term care.We are curren...serp_jobs.internal_linking.show_more A company is looking for a Solutions Consultant to support the Guidewire and My Book / My Referral digital platforms.Key Responsibilities Provide technical, process, and training support for Guid...serp_jobs.internal_linking.show_more 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_more 
Investment Platform Consultant,.Corporate Registered Investment Advisor (CRIA) business.Primarily focusing on maintaining, enhancing and providing white glove service for the Wealth Management Serv...serp_jobs.internal_linking.show_more 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_more A company is looking for an Implementation Consultant to support the implementation of its platform for customers.Key Responsibilities Own the technical setup, configuration, and quality testing ...serp_jobs.internal_linking.show_more A company is looking for an Oracle Financials Techno-Functional Consultant.Key Responsibilities Analyze and document P2P and sub-ledger to GL functional flows, ensuring accurate journal posting a...serp_jobs.internal_linking.show_more 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_more Investment Platform Consultant,.Corporate Registered Investment Advisor (CRIA) business.Primarily focusing on maintaining, enhancing and providing white glove service for the Wealth Management Serv...serp_jobs.internal_linking.show_more 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_more ETFs, UITs, 529s, closed-end funds, stocks, and bonds.In this dynamic and fast-paced role, you will help advisors enhance their client portfolios with innovative investment solutions while working ...serp_jobs.internal_linking.show_more A company is looking for a Financial Issue Management Consultant.Key Responsibilities Lead execution of the Issue Management playbook and ensure timely resolution of major issues Coordinate resp...serp_jobs.internal_linking.show_more A company is looking for a Business Consultant - Cost of Care (Remote).Key Responsibilities Provide subject matter expertise and collaborate on business strategy and initiatives Design and run d...serp_jobs.internal_linking.show_more 
Within Accenture's Utilities (Energy Retail and Customer Experience) Practice, We use our deep industry expertise in digital customer engagement and operations, connected energy services and custom...serp_jobs.internal_linking.show_more
This position is responsible for providing institutional consulting services to retirement plan clients.The ideal candidate should be able to analyze and interpret capital market and economic event...serp_jobs.internal_linking.show_more 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_more A company is looking for an Actuarial Consultant ALDP - Remote.Key Responsibilities Set monthly reserves for various Medicare products Assist Appointed Actuaries in preparing Actuarial Opinion M...serp_jobs.internal_linking.show_more A company is looking for a Lead Solutions Consultant focused on Customer Success.Key Responsibilities Drive customer value realization by assessing platform usage and creating actionable optimiza...serp_jobs.internal_linking.show_more A company is looking for a Workday Adaptive Planning Implementation Consultant.Key Responsibilities Lead and deliver all phases of Adaptive Planning implementation projects Conduct client discov...serp_jobs.internal_linking.show_more
Client Services Consultant
The Strickland Group • New Haven, CT, US
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Director of Social Services - Temporary Position
Douglas Manor Nursing and Rehabilitation Center • Tolland, CT, US
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Solutions Consultant
VirtualVocations • Springfield, Massachusetts, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investor Relations Specialist
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Investment Platform Consultant
MassMutual • Springfield, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Senior Actuarial Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Implementation Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Oracle Financials Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investor Services Consultant
VirtualVocations • Springfield, Massachusetts, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Product Consultant - Advisory Platform
MassMutual • Springfield, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Residential Inside Sales Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Investment Product Consultant
MassMutual • Springfield, MA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Business Process Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Utilities Industry Consultant / CIS Transformation
Accenture • Hartford, CT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Investment Consultant
USI Insurance Services • Glastonbury, CT, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Merchant Services Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Actuarial Consultant
VirtualVocations • Springfield, Massachusetts, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Solutions Consultant
VirtualVocations • Hartford, Connecticut, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Workday Adaptive Planning Consultant
VirtualVocations • Springfield, Massachusetts, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted