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
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- ...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...SuggestedFlexible hours
- 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 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
- ...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...SuggestedWork at officeLocal areaFlexible hours
$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 workFlexible hours- 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...
- 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...
- 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....
- ...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 DomusFlexible hours
$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 payTemporary workWork at office- 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
- 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 workWork at officeLocal area
- 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...
- 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
- 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...
- 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
- ...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 employmentFull timeCurrently hiringWork at officeLocal areaRemote workWork visaFlexible hoursNight shift3 days per week
$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...- 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
- ...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 workWorldwide
- ...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 officeWork from homeFlexible hours
- 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 workWork at officeLocal areaImmediate startFlexible hoursWeekend work
$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 payLocal areaRemote workFlexible hours- 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
- 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...
$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 payTemporary workWork experience placementLocal areaRemote workShift work$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- ...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
- 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...
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