Advisor Activation Ops Specialist - Onboarding & Automation
$70k - $90kTraveltechessentialist
Traveltechessentialist is seeking an Operations Specialist for its New York City office. This role focuses on onboarding new advisors by improving processes and building scalable systems. Candidates should have 1-2 years of experience in operations or customer management, strong critical thinking skills, and be detail-oriented. The compensation offered is competitive, with a range of $70K-$90K plus equity, alongside perks like unlimited vacation and health insurance. #J-18808-Ljbffr Traveltechessentialist
- LangChain is seeking an Activation Specialist to join the Customer Experience team. You will work with new customers in their first weeks to... ...agents, focusing on activation milestones like admin setup, onboarding, traces, and evaluations. You will partner across GTM,...SuggestedContract work
- LangChain is seeking an Activation Specialist to join the Customer Experience team. You’ll work with new customers during their first weeks on LangSmith, helping them move from contract to a production-ready platform with a focus on admin setup, SDK integration, and first...SuggestedContract work
$90k - $120k
...rescheduling across multiple concurrent active searches with accuracy and... ..., and dependable Help with onboarding and offboarding logistics Take on payroll and people ops admin support with reliability... ..., to apply. Any use of AI or automated tools in completing this...SuggestedWork at officeFlexible hours3 days per week- Legora is hiring a People Operations Specialist in New York. You will execute and continually improve processes across the employee lifecycle... ..., Legal and Finance to scale operations globally. You’ll own onboarding/offboarding, data integrity, and documentation, while driving...Suggested
$55k - $83k
Office Experience & People Ops Specialist Job Category : Human Resources Requisition Number... ...sessions, benefits fairs, volunteer activities, and culture‑building initiatives. Ensure... ...access, workspace preparation, and onboarding logistics. People Operations Coordinate...SuggestedFull timeWork at office- ...We're hiring Life & Annuity Specialists to design realistic advisory... ...life and annuity producers, advisors, life underwriters, new-business... ...behavior Participate in onboarding office hours and calibration... ..., or comparable designation Active or previously held life and...Work at officeImmediate start
- ...resolution of unreconciled items. Identify opportunities for automation and process improvements in tax calculation, reporting, and compliance... ...(SOPs), process notes, and operational controls for taxation activities. Ensure compliance with RBI guidelines, GST laws, Income Tax...Full time
$140k - $200k
..., application, and engineering teams to onboard applications, privileged accounts, service... ...programming interfaces, workflow automation, and targeted process improvements to reduce... ...similar technologiesStrong understanding of Active Directory, Microsoft Entra ID, Windows...Work experience placement$74k - $111k
...New York, New York Shift Day (United States of America) Specialist Provider Onboarding The Provider Onboarding Specialist plays a pivotal role in... ...enrollment, and onboarding. Coordinates provider off-boarding activities including notifications and system deactivations to align...Work experience placementWork at officeShift work$145k - $180k
...for an experienced PolyPath Market Risk Specialist with strong technical and business... ...support pricing, valuation, and market risk activities within a large banking or capital... ...architecture.Improve platform stability through automation, monitoring, alerting, and issue...Hourly payFull timeContract workWork experience placementShift work- Fifth Third Bank is seeking an Institutional Operations Specialist to support Capital Markets activities across Fixed Income, Equity, and Money Market Navigator teams. You will handle onboarding, settlements, and account maintenance while ensuring regulatory compliance...Remote job
- ...We have 100M+ monthly open source downloads, 6,000+ active LangSmith customers, and 5 of the Fortune 10 use LangSmith... ...with GTM, Product, Engineering, and LangChain specialists to guide customers through onboarding, production readiness, and the practices required to...Contract workWork at officeFlexible hours
$55k - $60k
Strategic Specialist, Technical Onboarding The Strategic Services Specialist, Technical Onboarding, manages and oversees the onboarding and implementation... ...and process integrity. Operate with understanding, active listening, patience, empathy, and kindness to customers...Contract work- ...developing them to be the next generation of leadership. In the Specialist - Commercial Ops role, you will have an opportunity to join a growing team... ...performance and maintain hedge-trading book Customer onboarding through internal systems and order management Supply...Contract workSecond jobWork at officeLocal area
- Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms. The role guarantees accurate execution of client investment strategies while adhering to regulatory requirements. Candidates should have...
$85k - $107k
...product launches, events, and always-on activity Stay current with platform changes,... ...accounting, and managing outreach and onboarding Create and repurpose podcast content... ...the world's most trusted name in Finance Automation! A culture that is kind, open, and...Temporary workFreelanceWork at officeShift work3 days per week$145.54k - $181.93k
...effortlessly. Brex’s AI-native automation and world-class service... ...into power users. We lead the onboarding experience for companies adopting... ...for life’. As strategic advisors, we build trust, drive... ...strategies to ramp up spending activity, and providing global change...Work at officeRemote workWork from homeShift work$85k - $110k
Specialist, Client Activations and Tools - North America New York, NY, United States Trending At Tiffany... ...insights to elevate both client and advisor experience. Support the Client... ...engagement in usage through training, onboarding sessions, and maintain a dynamic Tool...$110k - $160k
...is seeking a Communications Specialist to join our Communications &... ...Working closely with the People Ops team, you’ll craft messaging... ..., engaging others, listening actively, and responding thoughtfullyProficiency... ...a strong focus on creating automations and streamlining workflows...Work at officeLocal area$33 per hour
...Job Description: Responsibilities: Specialist Responsibilities include a focus on the specialist area (public speaking, visual... ...Minimum Qualifications: ~ Candidates must hold or be actively pursuing a master's degree or higher in Composition Studies, Communication...Hourly pay16 hoursPart timeWork at officeLocal areaImmediate startWeekend workAfternoon shift- ...work with Ashby, ramp careers site, and our Talent team to scale hiring while exploring AI-driven automation. Ideal candidates have 2-3 years in recruiting coordination or talent ops, meticulous attention to detail, and comfort with new tools. #J-18808-Ljbffr Aplaro Ltd
- Lenox Advisors, a subsidiary of NFP, seeks an Asset Management Associate (AMA) to support the Lenox Asset Management department. You will... ...Relationship Managers, Asset Managers, vendors and clients to onboard new accounts and manage daily transactions across portfolios...
$100k - $130k
...highly motivated Margin and Collateral Specialist to join our PostTrade team. Our global... ...complexity of the system, we rely heavily on automation and are looking for candidates who have... ...margin mappings and controlsSupport onboarding of new counterparties and ensuring data...Work at officeLocal areaImmediate start$70k - $90k
About The Role The Operations Specialist, Advisor Activation role is at the heart of onboarding Fora's newest advisors, supporting the systems, processes, and programming... ...Use no-code and AI tools to design and automate operational workflows: communication sequences,...Full timeInternshipWork at office- ...Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness Process and reconcile investor transactions, including subscriptions and redemptions, ensuring proper documentation and timely...
$101.25k - $126.56k
...control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual... ...launch.Act as the primary technical advisor for your customers, applying your... ...for our Product and Engineering partners.Actively contribute to the Integration team's collective...Work at officeImmediate startRemote workWork from home$135k - $165k
...together advances in cloud infrastructure, automation and analytics, and software delivery, we... ...projects, and serving as a trusted advisor to clients and internal teams. The ideal... ...technical discovery, and solution planning activities. ExpectationsTake ownership of assigned...Full timeWork at office$210.2k - $284.3k
...business challenges. From home automation and mobile apps to financial... ...businesses.As an AI/ML Specialist Solutions Architect (SA), you... ...maintain technical trusted advisor relationships with influential... ...support for the interview or onboarding process, please visit for...Local areaFlexible hours- Gemini seeks a People Solutions Associate to join our New York team. You will own onboarding, employee lifecycle workflows, and HR data integrity across Workday/Dayforce and Lattice, partnering with multiple teams to deliver a seamless employee experience. You’ll manage...
$140k
...timely settlement Process daily trade activity and respond to investment team inquiries... ...investor operational inquiries Assist with onboarding new service providers and... ...improve operational efficiency through automation, technology, and process enhancements Qualifications...Full timeWork at office
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