Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsNewark, Delaware, 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 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 • Newark, Delaware, United States

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

Tax Expert - Local

IntuitWESTMINISTER, Maryland, 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
Personal Banker

Personal Banker

KeyCorpWest Chester, PA, US
serp_jobs.job_card.full_time
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Loan Officer with (DNB FIRST) • •IMMEDIATE HIRE • •

Senior Loan Officer with (DNB FIRST) • •IMMEDIATE HIRE • •

CROSSMARKWest Chester, PA, US
serp_jobs.job_card.full_time
Senior Loan Officer with DNB FIRST.For over 150 years, DNB First has been helping individuals, families, and businesses reach their financial goals. As the oldest national bank in the Philadelphia r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker - Wilmington Market

Relationship Banker - Wilmington Market

USA JobsExton, PA, US
serp_jobs.job_card.full_time
Relationship Banker - Wilmington Market.Exton, Pennsylvania; Paoli, Pennsylvania.To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Relationship Banker - Morgantown Crossings Branch

Relationship Banker - Morgantown Crossings Branch

TruistElverson, PA, US
serp_jobs.job_card.full_time +1
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Personal Banker

Personal Banker

PNCQuarryville, PA, US
serp_jobs.job_card.full_time +1
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_30
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

M&T BankWest Chester, PA, US
serp_jobs.job_card.full_time
Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and / or refer complex customer needs...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Derivative Portfolio Associate

Derivative Portfolio Associate

VenerableWest Chester, PA, US
serp_jobs.job_card.full_time
Derivative Portfolio Associate.As a Derivative Portfolio Associate you will have accountability on our Derivative Strategy & Trading team for managing one or more aspects of functions to support de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker- Phoenixville

Relationship Banker- Phoenixville

TruistPhoenixville, PA, US
serp_jobs.job_card.full_time +2
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Counselor

Financial Counselor

Main Line HealthMalvern, PA, US
serp_jobs.job_card.full_time +1
Could you be our next Financial Counselor at Bryn Mawr Rehab? Why work as a Financial Counselor with Main Line Health?.Make an Impact! As a Financial Counselor, you would complete insurance verific...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Licensed Private Client Banker

Licensed Private Client Banker

KeyCorpDowningtown, PA, US
serp_jobs.job_card.full_time
Location : 82 Quarry Road - Downingtown, Pennsylvania 19335.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Universal Banker

Universal Banker

M&T BankPaoli, PA, US
serp_jobs.job_card.full_time
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and me...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker - Philadelphia Market

Relationship Banker - Philadelphia Market

Bank of AmericaBryn Mawr, PA, US
serp_jobs.job_card.full_time
Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...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

IntuitWESTMINISTER, Maryland, 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 - Onsite

Tax Expert - Onsite

IntuitWESTMINISTER, Maryland, 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
Relationship Banker - Wilmington Market

Relationship Banker - Wilmington Market

Bank of AmericaWilmington, DE, US
serp_jobs.job_card.full_time
Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Banker - Philadelphia Market

Relationship Banker - Philadelphia Market

USA JobsBryn Mawr, PA, US
serp_jobs.job_card.full_time
Relationship Banker - Philadelphia Market.Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitWESTMINISTER, Maryland, 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
Financial Advisor Associate

Financial Advisor Associate

VanguardMalvern, PA, US
serp_jobs.job_card.full_time
Vanguard Financial Advisor Opportunity.Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites : Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Advisor

Wealth Advisor

M&T BankWilmington, DE, US
serp_jobs.job_card.full_time
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30