Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsCleveland, Ohio, United States
job_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 • Cleveland, Ohio, United States

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

Seasonal Tax Expert - Local

IntuitAKRON, Ohio, 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
Signing Bonus • - Mortgage Loan Originator (Bilingual preferred)

Signing Bonus • - Mortgage Loan Originator (Bilingual preferred)

First Mutual Holding CompanyLakewood, OH, United States
serp_jobs.job_card.full_time
Apply Job Type Full-time Description The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers.R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
New Jersey Licensed Loan Processor

New Jersey Licensed Loan Processor

VirtualVocationsCleveland, Ohio, United States
serp_jobs.job_card.full_time
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
  • serp_jobs.job_card.promoted
Signing Bonus • - Mortgage Loan Originator

Signing Bonus • - Mortgage Loan Originator

First Mutual Holding CompanyCleveland, OH, United States
serp_jobs.job_card.full_time
Apply Job Type Full-time Description The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers.R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Floating Relationship Banker

Floating Relationship Banker

First National Bank of PennsylvaniaTwinsburg, OH, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Expert - Local

Tax Expert - Local

IntuitAkron, Ohio
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
Mortgage Loan Originator

Mortgage Loan Originator

Fifth Third BankBrecksville, OH, United States
serp_jobs.job_card.full_time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick CurrenciesCleveland, OH
serp_jobs.filters.remote
serp_jobs.job_card.part_time
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
  • serp_jobs.job_card.promoted
Relationship Banker

Relationship Banker

First National Bank of PennsylvaniaChardon, OH, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Bilingual Junior Loan Officer

Bilingual Junior Loan Officer

CrossCountry MortgageCleveland, OH, US
serp_jobs.job_card.full_time
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_30
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitAkron, Ohio
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
South Carolina Licensed Loan Officer

South Carolina Licensed Loan Officer

VirtualVocationsCleveland, Ohio, United States
serp_jobs.job_card.full_time
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
  • serp_jobs.job_card.promoted
Part-Time Universal Banker

Part-Time Universal Banker

First Mutual Holding CompanyGarfield Heights, OH, United States
serp_jobs.job_card.part_time
Apply Job Type Part-time Description Position Summary : The Universal Banker is the core role within the First Federal Lakewood retail branche...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Wealth Advisor - Cleveland, OH

Wealth Advisor - Cleveland, OH

First National Bank of PennsylvaniaCleveland, OH, United States
serp_jobs.job_card.full_time
Make a difference - for us and for your future.Market Executive - Wealth Management.This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Credit Bankruptcy Officer

Credit Bankruptcy Officer

Northwest BankIndependence, OH, United States
serp_jobs.job_card.full_time
The Credit Bankruptcy Officer is responsible for coordinating, monitoring and analyzing loans when a borrower files a bankruptcy petition. Ensure integrity of loan documentation.Review loan document...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Tax Expert - Onsite

Tax Expert - Onsite

IntuitAkron, Ohio
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
Loan Credit Analyst

Loan Credit Analyst

First Mutual Holding CompanyLakewood, OH, United States
serp_jobs.job_card.full_time
Apply Job Type Full-time Description There are 3 levels within the Loan Credit Analyst job family with progressive responsibilities and we a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Personal Banker

Personal Banker

PNCAurora, OH, 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
Universal Banker

Universal Banker

Farmers National Bank of CanfieldHudson, OH, United States
serp_jobs.job_card.full_time
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and / or service.Open, maintain and close ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
NMLS Licensed Loan Officer (Cleveland, OH)

NMLS Licensed Loan Officer (Cleveland, OH)

Rocket CompaniesCleveland, OH, US
serp_jobs.job_card.full_time
Rocket Mortgage Mortgage Loan Officer.Do you have experience as an NMLS Licensed Loan Officer? Are you a driven self-starter with a passion for sales? If so, we have an exciting opportunity for you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30