Investor Support Specialist
VirtualVocationsBoca Raton, Florida, United Statesjob_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 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 • Boca Raton, Florida, United States
Job_description.internal_linking.related_jobs
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_1_day
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Options Trading Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Location : On site at location listed in job posting.Summary : The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 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_1_day Entry Level Options Trader Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We ar...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_1_day 
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
Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and in...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_30
PRMG is Built by Originators for Originators.There is a reason why PRMG is consistently voted one of the best places to work.
We focus on the areas that make an Originator successful and have an unm...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 
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Deliver superior quality service, identifying a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Deliver superior quality service, identifying a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Remote Options Trading Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our cust...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.Our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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
- serp_jobs.job_card.promoted
Stock / Options Trader - Remote
Maverick CurrenciesHialeah, FLserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Senior Banking Advisor
Northern TrustBoca Raton, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Stock / Options Trader - Remote
Maverick TradingHialeah, FL, USAserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Relationship Banker - West Palm Beach Downtown - West Palm Beach, FL
Veterans StaffingWest Palm Beach, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker
First HorizonFort Lauderdale, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Entry Level Options Trader
Maverick CurrenciesHialeah, FLserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Entry Level Options Trader
Maverick TradingHialeah, FL, USAserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Equity / Option Trader
Maverick CurrenciesMiami-Fort Lauderdale, FLserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Relationship Banker II (East Boca Branch)
Regions FinancialBoca Raton, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Mortgage Underwriter
Lendz FinancialFort Lauderdale, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Personal Banker
PNCWellington, FL, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Loan Officer
PRMGNorth Miami Beach, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker II (Margate / Coconut Creek Branch)
Regions FinancialPompano Beach, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Universal Banker - Part Time 20 / HR - South Weston
TruistFort Lauderdale, FL, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Universal Banker PT / 20HR - Atlantis
TruistLake Worth, FL, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Equity / Option Trader
Maverick TradingHialeah, FL, USAserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Remote Options Trader
Maverick TradingHialeah, FL, USAserp_jobs.filters.remote
serp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Senior Relationship Banker
ComericaFort Lauderdale, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Loan Processor
CrossCountry MortgageDelray Beach, FL, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Relationship Banker - Parkland Branch
JPMorgan ChasePompano Beach, FL, USserp_jobs.job_card.full_time