Investor Support Specialist
VirtualVocationsPaterson, New Jersey, United States22 hours ago
Job type
- Full-time
Job description
A company is looking for an Investor Support Specialist to provide front-line support to investors and assist with back-office processes related to Transfer Agent and Fund Operations.
Key Responsibilities
Guide investors through the onboarding process, including KYC / AML verification and wallet setup
Provide technical support for investors connecting wallets and assist with troubleshooting related issues
Support Transfer Agent functions and fund operations, ensuring accurate record-keeping and compliance
Required Qualifications
1-3 years of experience in investor support, fund operations, or client services, preferably in fintech or blockchain
Familiarity with blockchain concepts and wallet interactions
Understanding of Transfer Agent and Fund Operations processes
Experience with KYC / AML verification workflows and regulatory compliance
Strong organizational and analytical skills
Create a job alert for this search
Investor Specialist • Paterson, New Jersey, United States
Related jobs
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades.
We are looking for motivated traders eager to grow, lear...Show moreLast updated: 8 hours ago
Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years.
We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 21 days ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
Responsibilities include, but are not limited to : .Provide friendly and professional service to customers in accordance with Valley's mission statement.
Understand all bank products and services, edu...Show moreLast updated: 30+ days ago
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...Show moreLast updated: 30+ days ago
Branch Customer Experience Specialist.Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer nee...Show moreLast updated: 25 days ago
Responsible for providing exceptional service to all existing and potential clients.Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handlin...Show moreLast updated: 12 days ago Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.
Supports daily operations of the branch as a Teller and me...Show moreLast updated: 27 days ago 
Investment Services Professional.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management ser...Show moreLast updated: 26 days ago
Senior Personal Banker - Piscataway (Full-time).How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a succ...Show moreLast updated: 30+ days ago Responsible for providing exceptional service to all existing and potential clients.Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handlin...Show moreLast updated: 6 days ago 
Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of banking product...Show moreLast updated: 26 days ago Personal Banker - Franklin - Full-time.How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful an...Show moreLast updated: 30+ days ago 
PRMG is Built by Originators for Originators.There is a reason why PRMG is consistently voted one of the best places to work.
We focus on the areas that make an Originator successful and have an unm...Show moreLast updated: 30+ days ago Personal Banker - Greenville - Full-Time.How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful ...Show moreLast updated: 12 days ago 
Part Time Universal Banker (20 Hours) Tallman NY.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Cit...Show moreLast updated: 5 days ago
They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...Show moreLast updated: 4 hours ago
Lennar Outside Sales Representative.Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and...Show moreLast updated: 30+ days ago Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.
Supports daily operations of the branch as a Teller and me...Show moreLast updated: 30+ days ago Senior Personal Banker - Newfoundland (Full-time), S / G 260.How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Providen...Show moreLast updated: 30+ days ago
- Promoted
- New!
Remote Equity / Option Trader
Maverick CurrenciesYonkers, NYRemote
Part-time
- Promoted
Remote Equity / Option Trader
Maverick TradingNewark, NJ, USARemote
Part-time
- Promoted
Personal Banker
PNCSummit, NJ, USFull-time +1
- Promoted
Personal Banker
Valley National BancorpBound Brook, NJ, USFull-time
- Promoted
Personal Banker
KeyCorpVails Gate, NY, USFull-time
- Promoted
Relationship Banker
M&T BankMonsey, NY, USFull-time
- Promoted
Universal Banker I
Kearny BankCaldwell, NJ, USFull-time
- Promoted
Bilingual Universal Banker
M&T BankSummit, NJ, USFull-time
- Promoted
Investor Services Representative
Morgan StanleyNew York, NY, USFull-time
- Promoted
Senior Personal Banker - Piscataway (Full-time)
Provident BankPiscataway, NJ, USFull-time
- Promoted
Universal Banker I - PART TIME
Kearny BankMillington, NJ, USPart-time
- Promoted
Personal Banker
Northern TrustNew York, NY, USFull-time
- Promoted
Personal Banker - Franklin - Full-time
Provident BankFranklin, NJ, USFull-time
- Promoted
Loan Officer
PRMGNewark, NJ, USFull-time
- Promoted
Personal Banker - Greenville - Full-Time
Provident BankJersey City, NJ, USFull-time
- Promoted
Part Time Universal Banker (20 Hours) Tallman NY
CitigroupHillburn, NY, USPart-time
- Promoted
- New!
Citizens Banker
CitizensMILFORD, Pennsylvania, United StatesFull-time
- Promoted
Loan Officer
LennarTuxedo Park, NY, USFull-time
- Promoted
Universal Banker - Float
M&T BankOrange, NJ, USFull-time
- Promoted
Senior Personal Banker - Newfoundland (Full-time), S / G 260
Provident BankNewfoundland, NJ, USFull-time