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Coordinates and reconciles asset transfers and trades for mutual funds, ETFs, and stable value funds to onboard clients onto a retirement-plan platform, using CRM and trust accounting systems.
Coordinates fund onboarding and operations for investment platforms, reviewing fund lineups, preparing applications, and maintaining client data in CRM systems.
Customer Support Agent (Bilingual: English<>Spanish) The Business Context You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an…
Customer Support Agent About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Job…
Are you a marketing and sales expert eager to shape the future of AI? Large‑scale language models are evolving from clever chatbots into powerful engines of business insight and customer engagement. With high‑quality…
Customer Support L2: English Remote About the Role Join a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support…
A freelance role in Chile supporting custody operations for mutual funds, ETFs, and stable value funds, handling asset transfers, reconciliations, and client onboarding with CRM tools.
Payroll Specialist About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans. Day-to-day you…
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