Investor Services ConsultantVirtualVocations • Boise, Idaho, United States
Investor Services Consultant
VirtualVocations • Boise, Idaho, 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 • Boise, Idaho, United States
Job_description.internal_linking.related_jobs
Responsibility – You will be involved in the examination of sustainability reports and the ongoing development of approaches to enhance sustainability reporting and management for our clients.Scope...serp_jobs.internal_linking.show_more
Client Relationship Consultant 1 (Banker) - ID-Broadway (32hrs) at U.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decis...serp_jobs.internal_linking.show_more
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...serp_jobs.internal_linking.show_more
Job Posting End Date : October 15.When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service soluti...serp_jobs.internal_linking.show_more
INVESTMENT CONSULTANT - Remote based in OH or MI.Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet hig...serp_jobs.internal_linking.show_more
Join Our Team as a Business Solutions Consultant!.Are you passionate about helping others, building relationships, and making a meaningful impact?.
We’re looking for driven individuals to join...serp_jobs.internal_linking.show_more Job Posting End Date : October 06.When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service soluti...serp_jobs.internal_linking.show_more 
Treasury Technical Solutions Consultant.This position is located at our Billings, MT Downtown Tower; Missoula; Bozeman, MT.
Boise and Meridian, ID branch.What's Important to You We know your career...serp_jobs.internal_linking.show_more
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_more Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...serp_jobs.internal_linking.show_more Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more 
Associate Consultant, Advisory Services — MMIT.Location : Remote, United States.Description : As Associate Consultant, Advisory Services, you will serve as a key member of the MMIT client experience ...serp_jobs.internal_linking.show_more
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
University - Denver, Colorado 80206.Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences.Maintains a high level of ...serp_jobs.internal_linking.show_more
Peak Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities...serp_jobs.internal_linking.show_more Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more 
Job Title : Floating Leasing Consultant Salary : $18 to $21 per hour Schedule : Tuesday-Friday | 9am-6pm & Saturday | 10am-5pm.
Unlock your potential with Avenue5 Residential.We take care of you, so yo...serp_jobs.internal_linking.show_more
Reynolds and Reynolds is looking for experienced automotive professionals to join our consulting team.Our superior software solutions, our award-winning sales, service, and support have made us one...serp_jobs.internal_linking.show_more Client Relationship Consultant 2 (Banker) - ID-12th Avenue page is loaded## Client Relationship Consultant 2 (Banker) - ID-12th Avenuelocations : Nampa, IDtime type : Full timeposted on : Posted...serp_jobs.internal_linking.show_more Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
Consultant Sustainability Services (w / m / d)
Sigma Earth • Caldwell, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 1 (Banker) - ID-Broadway (32hrs)
U.S. Bank • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant
Public Consulting Group • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Programming Consultant
UNUM • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Consultant (External Wholesaler)
City National Bank • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Business Solutions Consultant
The Strickland Group • Boise, ID, US
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Workday Solutions Consultant
UNUM • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Treasury Solutions Technical Consultant
First Interstate Bank • Meridian, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - ID-Emmett (35hrs)
USA Jobs • Emmett, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - ID-Park Center Albertsons
U.S. Bank • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Peak Time Client Relationship Consultant - Star, ID
USA Jobs • Star, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate Consultant, Advisory Services
Norstella • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Peak Client Relatiobship Consultant (Banker) - 16hrs - ID-Broadway
U.S. Bancorp • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
IAS Sr. Investment Consultant
KeyBank • Idaho City, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Peak Client Relatiobship Consultant (Banker) - 16hrs - ID-BroadwayCategoryBranch BankingJob Id2025-0025394LocationBoise, ID, United StatesPosting Start Date10 / 16 / 2025Anticipated Posting End Date10 / 24 / 2025Job TypePart time
US Bank • Boise, ID, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Peak Time Client Relationship Consultant - Star, ID
U.S. Bancorp • Star, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Leasing Consultant
Avenue5 • Garden City, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Automotive Business Consultant Consulting Boise, ID
REYNOLDS & REYNOLDS CO • Boise, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - ID-12th Avenue
U.S. Bank • Nampa, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Consultant 2 (Banker) - ID-Eagle
U.S. Bank • Eagle, ID, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted