Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsSignal Hill, California, United States
22 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 • Signal Hill, California, United States

Related jobs
  • Promoted
South Carolina Licensed Loan Officer

South Carolina Licensed Loan Officer

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Analyze customers' financial situations to provide tailored financial solutions Build rapport with pote...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Maryland Licensed Loan Officer

Maryland Licensed Loan Officer

VirtualVocationsPasadena, California, United States
Full-time
A company is looking for a Loan Officer.Key Responsibilities Originate loan applications Analyze applicants' financial status, credit, and property evaluations Determine the feasibility of gran...Show moreLast updated: 2 hours ago
  • Promoted
Branch Teller I (or II)-Woodland Hills-PT 30hrs

Branch Teller I (or II)-Woodland Hills-PT 30hrs

Logix Federal Credit UnionWoodland Hills, CA, United States
Part-time
Branch Teller I (or II)-Woodland Hills-PT 30hrs.Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products.Also generates re...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Accounts Receivable Representative II

Accounts Receivable Representative II

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for an Accounts Receivable Representative 2 specializing in hospital billing and follow-up.Key Responsibilities Handle escalated account and payer disputes, including complex...Show moreLast updated: 16 hours ago
  • Promoted
Personal Banker II $25hr

Personal Banker II $25hr

UNIFY Financial Credit UnionGlendale, CA, United States
Full-time
Member Financial Specialist, you'll help UNIFY's credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success of the ...Show moreLast updated: 8 days ago
  • Promoted
Investment Associate

Investment Associate

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...Show moreLast updated: 1 day ago
  • Promoted
Texas Licensed Mortgage Loan Officer

Texas Licensed Mortgage Loan Officer

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for a Loan Officer in TX, AZ, or TN.Key Responsibilities Perform activities requiring an NMLS Loan Originator license Review applications from manufactured home retailer par...Show moreLast updated: 1 day ago
  • Promoted
Relationship Banker - Pasadena, CA

Relationship Banker - Pasadena, CA

BankTalent HQPasadena, CA, United States
Full-time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 13 days ago
  • Promoted
NMLS Licensed Loan Officer

NMLS Licensed Loan Officer

VirtualVocationsNorwalk, California, United States
Full-time
A company is looking for a Loan Officer (Remote - Call Center).Key Responsibilities Deliver exceptional loan member experiences through various channels and complete loans from start to finish A...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
New Jersey Licensed Loan Processor

New Jersey Licensed Loan Processor

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for a Loan Processor to manage loan documentation and customer communication.Key Responsibilities : Review and analyze borrower's credit, employment, financial information, an...Show moreLast updated: 16 hours ago
  • Promoted
  • New!
Senior Mortgage Underwriter

Senior Mortgage Underwriter

VirtualVocationsHuntington Beach, California, United States
Full-time
A company is looking for a Senior Mortgage Loan Underwriter.Key Responsibilities Evaluate loan applications and verify applicant information for eligibility Ensure compliance with mortgage produ...Show moreLast updated: 20 hours ago
  • Promoted
Property Underwriter

Property Underwriter

VirtualVocationsCarson, California, United States
Full-time
A company is looking for an Underwriter II to join their E&S Property team.Key Responsibilities Develop and maintain an E&S Property portfolio by executing the department's business plan Analyze...Show moreLast updated: 1 day ago
  • Promoted
Financial Clearance Representative

Financial Clearance Representative

VirtualVocationsLong Beach, California, United States
Full-time
A company is looking for a Financial Clearance Representative (AR) to manage pre-service insurance reviews for healthcare clients. Key Responsibilities Manage inquiries and concerns related to ins...Show moreLast updated: 30+ days ago
  • Promoted
Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs

Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs

Logix Federal Credit UnionWoodland Hills, CA, United States
Part-time
Branch Teller I (or II)-Woodland Hills-Hire Ahead-PT 30hrs.Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products.Also g...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Florida Licensed Tax Advisor

Florida Licensed Tax Advisor

VirtualVocationsLong Beach, California, United States
Full-time
A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Foster client engagement by building lasting connections and providing expert guidance Apply accounting expertise ...Show moreLast updated: 16 hours ago
  • Promoted
  • New!
Account Closure Specialist

Account Closure Specialist

VirtualVocationsCarson, California, United States
Full-time
A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...Show moreLast updated: 20 hours ago
  • Promoted
  • New!
PFS Insurance Follow-Up Representative

PFS Insurance Follow-Up Representative

VirtualVocationsSignal Hill, California, United States
Full-time
A company is looking for a PFS Insurance Follow-Up Representative (Ambulatory Denials).Key Responsibilities Follow up with payers on various denials, ensuring accurate and timely processing of pa...Show moreLast updated: 14 hours ago
  • Promoted
  • New!
Texas Licensed Tax Advisor

Texas Licensed Tax Advisor

VirtualVocationsLong Beach, California, United States
Full-time
A company is looking for a Tax Advisor (EA, CPA Preferred).Key Responsibilities Build lasting connections with small business owners, providing expert financial guidance Apply accounting experti...Show moreLast updated: 16 hours ago