Investor Support Specialist
VirtualVocationsPortland, Oregon, United Statesjob_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 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 • Portland, Oregon, United States
Job_description.internal_linking.related_jobs
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
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
Retail Banking Sales & Service Representative.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions th...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 
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
We are dedicated to supporting our customers and comm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 A company is looking for a Senior Financial Representative - Global Payroll Accounting.Key Responsibilities Manage monthly, quarterly, and year-end close activities, including journal entries and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day 
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years.
We empower traders with access to firm capital, allowing them to re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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_variable_hours 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 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 Retail Banking Sales & Service.This is a part-time role, typically scheduled for 20 hours a week, but is still eligible for BMO's comprehensive benefits package!.
Delivers exceptional servic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours 
Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over.
WaFd Bank is hiring a Personal Banke...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 A company is looking for a Loan Processor to manage loan documentation and customer communication.Key Responsibilities : Review and analyze borrower's credit, employment, financial information, an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Guild Mortgage Company, closing loans and opening doors since 1960.As a mortgage banking firm we are dedicated to serving the homeowner / buyer.
Our goal is to provide affordable home financing for ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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.
Responsible Growth is how we run our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality home...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
- serp_jobs.job_card.promoted
Tax Expert
IntuitGresham, Oregonserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Personal Banker
KeyCorpGresham, OR, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Retail Relationship Banker
BmoGresham, OR, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Tax Expert - Local
IntuitGresham, Oregonserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Personal Banker
Umpqua BankPortland, OR, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Senior Financial Representative
VirtualVocationsVancouver, Washington, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Senior Mortgage Underwriter
VirtualVocationsAloha, Oregon, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
South Carolina Licensed Loan Officer
VirtualVocationsPortland, Oregon, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Retail Relationship Banker
BMO FinancialPortland, OR, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Equity / Option Trader
Maverick TradingPortland, OR, USAserp_jobs.filters.remote
serp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Remote Equity / Option Trader
Maverick CurrenciesPortland, ORserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Seasonal Tax Expert - Local
IntuitHillsboro, Oregonserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Tax Expert - Onsite
IntuitGresham, Oregonserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
- serp_jobs.job_card.new
Associate Banker
BMO FinancialLake Oswego, OR, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Personal Banker
WaFd BankPortland, OR, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
New Jersey Licensed Loan Processor
VirtualVocationsVancouver, Washington, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Loan Officer
Guild MortgageLake Oswego, OR, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker
Bank of AmericaWest Linn, OR, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker - Fishers Landing Fred Meyer, Vancouver, WA
JPMorgan ChaseVancouver, WA, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Loan Officer
LennarVancouver, WA, USserp_jobs.job_card.full_time