Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investor Services & Brokerage Support Specialist

IntePros

IntePros is actively looking for a Financial Customer Service Representative based in Town of Florida, New York. This role involves supporting Registered Investment Advisory (RIA) clients, handling inquiries regarding account openings, transfers, and maintenance while ensuring exceptional service delivery. The ideal candidate will have 1–3 years of experience in finance or brokerage operations, with strong communication and problem-solving skills. Join us to help clients navigate the complexities of brokerage services. #J-18808-Ljbffr IntePros

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investor Services & Brokerage Support Specialist in Florida, NY vacancy
  • Vice President, Investor Servicing Location: Lake Mary, Florida. Responsibilities Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness. Collaborate with cross‑functional teams to optimize... 
    Suggested

    BNY Mellon

    Florida, NY
    1 day ago
  •  ...seeking a future team member for the role of Vice President, Investor Servicing to join our team. This role is located in Lake Mary, Florida...  ...paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an... 
    Suggested
    Flexible hours

    BNY Mellon

    Florida, NY
    1 day ago
  • BNY Mellon is seeking a Vice President for Investor Servicing in Lake Mary, Florida. This role involves leading client transactions, optimizing transaction workflows, and mentoring junior team members. The ideal candidate should have 7-12 years of experience, a Bachelor... 
    Suggested

    BNY Mellon

    Florida, NY
    1 day ago
  • BNY is seeking a Senior Specialist for their Fund and Investor Services Team, located in Lake Mary, Florida. This role involves leading business development efforts through existing client relationships and driving revenue growth by cultivating new business. Candidates... 
    Suggested

    BNY

    Florida, NY
    1 day ago
  •  ...are speaking to, and where you will be supported along whichever path you choose to take....  ...a fast‑paced environment. To undertake investor file reviews in accordance with the relevant...  ...; Experience in the Financial Services or Fund Services industry; familiarity with... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Alter Domus

    Florida, NY
    4 days ago
  • $43k

    Description Join Our Community Prevention Team - Program Support Specialist Be the first voice that changes everything. At Safe Children...  ...prevention programs, you will help families access the right services at the right time. You will be the first point of contact for... 
    Temporary work
    Flexible hours

    Safe Children Coalition Inc

    Florida, NY
    3 days ago
  • A memorial service provider is seeking a Staff Associate for their location in Florida. The role involves collaborating with funeral directors...  ...age. This position offers the opportunity to provide crucial support during sensitive times for families in need. #J-18808-Ljbffr... 

    Northstar Memorial Group

    Florida, NY
    4 days ago
  • Purpose & Impact: Family Support Services Specialists are intended to provide assistance and support to the Case Management Organization by performing tasks such as client transportation, supervised visitation, foster parent support and any other support functions as needed... 

    6AM City, LLC

    Florida, NY
    3 days ago
  • Frontline Insurance Managers Inc. is seeking a Home Services Support Administrator to provide exceptional service and proactive solutions. In this role, you'll communicate with inspection vendors and manage workflows efficiently while utilizing various software tools.... 

    Frontline Insurance Managers Inc.

    Florida, NY
    1 day ago
  •  ...flexible approach. The role involves performing due diligence for investors, maintaining KYC records, and liaising with clients. Ideal...  ...a range of employee benefits including flexible arrangements and support for professional accreditations. #J-18808-Ljbffr Alter Domus
    Flexible hours

    Alter Domus

    Florida, NY
    3 days ago
  • $15.82 - $32.07 per hour

    Client Service & Product Support Specialist - Tax In this role you will provide consistent, high‑quality tax service to ADP clients. You will manage tax deposits and filings, act as the first line of support for client challenges, and resolve issues via phone, email, or... 
    Hourly pay
    Temporary work
    Work at office

    Fairygodboss

    Florida, NY
    1 day ago
  • Client Service & Product Support Specialist - Tax In this role, you will provide consistent, high-quality tax service to ADP clients. You will handle tax deposits, filings, issue resolution, and general client inquiries via phone, email, or chat. It requires working in... 
    Work at office

    Fairygodboss

    Florida, NY
    1 day ago
  • Overview We’re looking for a Regional Support Specialist (RSS) to join our Coldwell Banker team...  ...support team, Coldwell Banker Agents, and Brokerage Leadership. No two days are exactly...  ...Agent Support: Provide white-glove service for agents and clients visiting our offices... 
    Temporary work
    Work at office
    Local area

    Anywhere Real Estate Inc.

    Florida, NY
    14 hours ago
  • Shoptalk is hiring a Client Support Advisor to act as a primary contact for bankers and merchant partners. The advisor will manage over...  .... This role requires a high school diploma, strong customer service skills, and 1+ year of relevant experience. Benefits include medical... 

    Shoptalk

    Florida, NY
    3 days ago
  • ADP is hiring an Associate Client Service & Product Support Specialist -- Tax. In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to tax deposits and filing, you will serve as ADP's front-line for solving clients' challenges... 
    Work at office

    Fairygodboss

    Florida, NY
    1 day ago
  • Fiserv is looking for a Client Support Specialist in New York to support Merchant Services clients using Fiserv payment solutions. This role involves working across phone, email, and chat to resolve inquiries and guide merchants. The ideal candidate has a strong background... 

    Shoptalk

    Florida, NY
    3 days ago
  • Financial Service Products and Solutions Consultant IV - Wealth Consultant page is loaded##...  ...compensation, and retirement planning.* Support the use and adoption of Wealth Studios,...  ...*** Advanced wealth management and brokerage industry practices.* Sophisticated financial... 
    Work experience placement

    Fwainvest

    Florida, NY
    14 hours ago
  •  ...spectrum of industries including hospitality, health care, financial services and more - UDT offers one of the most robust suite of...  ...functions of the UDT Service Desk and Triage teams to ensure accurate support and customer service is provided to UDT customers. The SD... 
    Permanent employment
    Full time
    Currently hiring
    Work at office
    Local area
    Remote work
    Work visa
    Flexible hours
    Night shift
    3 days per week

    UDT

    Florida, NY
    1 day ago
  • $65k - $75k

    The Manager of Support leads the Technical Support Team which serves as the frontline point of contact for the SmartCOP customer base...  ...diverse technical support team Excellent and mature customer service and interpersonal skills Basic technical knowledge and understanding... 

    Harris Computer

    Florida, NY
    2 days ago
  • UDT is hiring a Service Desk Supervisor to lead its Service Desk and Triage teams in New York. This full-time role involves managing daily activities, ensuring compliance with SOPs, and providing high-level technical guidance. Candidates should have at least 5 years of... 
    Full time

    UDT

    Florida, NY
    1 day ago
  •  ...proactive against evolving cyber threats What will the Senior Support Specialist do: Support staff who meet all the requirements to solve the...  ...in the best way possible regarding our platform-based services we provide within the scope of Cyber Security Threat Intelligence... 
    Remote work
    Worldwide

    SOCRadar

    Florida, NY
    3 days ago
  •  ...About the job Reservations Support Specialist - WFH About the Role As a Reservations Support Specialist, you will assist clients in...  ...bookings. This role focuses on delivering outstanding customer service while ensuring each clients itinerary is accurate, enjoyable... 
    Work at office
    Work from home
    Flexible hours

    Believeadvertising

    Florida, NY
    3 days ago
  • Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant . LSF is looking for a talented Case Management Support Specialist Supervisor who wants to make an impact in the lives of others. Purpose & Impact... 
    Contract work
    Work at office
    Local area
    Immediate start
    Flexible hours
    Weekend work

    6AM City, LLC

    Florida, NY
    1 day ago
  • $21 per hour

     ...Student Experience Support Specialist The Student Experience Support Specialist serves as a critical point of contact and a trusted advisor for students, delivering a high‑touch, concierge‑level service experience. Key Responsibilities Deliver concierge‑level support to... 
    Hourly pay
    Local area
    Remote work
    Flexible hours

    Kaplan

    Florida, NY
    16 hours ago
  • Hybrid | 4 Days In-Office Join a growing financial services team supporting Broker Dealer and Registered Investment Advisory (RIA) clients in...  ...-facing role. This position is ideal for someone with brokerage, banking, or financial services experience who enjoys problem... 
    Work at office

    IntePros

    Florida, NY
    1 day ago
  • We are seeking a Financial Customer Service Representative to join a growing team supporting Registered Investment Advisory (RIA) clients within the brokerage and financial services industry. This is an excellent opportunity to work in one of the fastest-growing segments... 

    IntePros

    Florida, NY
    1 day ago
  • $25 - $26 per hour

     ...We are partnering with a prominent local company in Plant City to find a Customer Service Representative (B2B Sales) who is passionate about delivering excellent service and supporting business growth. This role is vital to the Operations team, serving as a key partner... 
    Hourly pay
    Temporary work
    Work experience placement
    Local area
    Remote work
    Shift work

    Randstad USA

    Florida, NY
    1 day ago
  • $56.6k

    Position Summary We have an exciting opportunity to join our team as a Patient Support Associate—Central Nurse Service—Night Shift (35 Hours). In this role, the successful candidate works under the direction and supervision of the Nurse Manager and collaborates with all... 
    Night shift

    NYU Langone Hospitals

    Florida, NY
    3 days ago
  •  ...Memorial Healthcare System is hiring a Patient Financial Services Representative (PFSR) in New York. This role serves as the initial contact for patients, gathering essential demographic and financial information to ensure eligibility. Responsibilities include interviewing... 
    Work at office

    Memorial Health Care System

    Florida, NY
    2 days ago
  • A leading technology company in New York is seeking a Customer Support Specialist to provide exceptional internal and external customer service. You will manage technical inquiries and coordinate projects to ensure customer satisfaction. The ideal candidate holds a Bachelor... 

    ABB Inc.

    Florida, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investor Services & Brokerage Support Specialist. Be the first to apply!