Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsOlympia, Washington, United States
1 day 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 • Olympia, Washington, United States

Related jobs
  • Promoted
Texas Licensed Mortgage Loan Officer

Texas Licensed Mortgage Loan Officer

VirtualVocationsOlympia, Washington, 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: 2 days ago
  • Promoted
Non-Conforming Loan Underwriter

Non-Conforming Loan Underwriter

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Non-Conforming Loan Underwriter.Key Responsibilities Analyze loan files for compliance with company and investor guidelines Communicate loan decisions to relevant part...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Valuation Specialist

Valuation Specialist

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Valuation Specialist to appraise items in the Computers and Electronics category for insurance purposes. Key Responsibilities Appraise Computers, Electronics, Appliances...Show moreLast updated: 3 hours ago
  • Promoted
Insurance Senior Specialist

Insurance Senior Specialist

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for an Insurance Sr.Specialist to manage complex accounts and support team operations remotely.Key Responsibilities Resolve complex accounts and act as a subject matter exper...Show moreLast updated: 1 day ago
  • Promoted
  • New!
Pennsylvania Licensed Insurance Specialist

Pennsylvania Licensed Insurance Specialist

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for an Insurance Enrollment Specialist.Key Responsibilities Maintains knowledge of the IntelliApp database and creates customized reports for insurance enrollment Maximizes ...Show moreLast updated: 13 hours ago
  • Promoted
South Carolina Licensed Loan Officer

South Carolina Licensed Loan Officer

VirtualVocationsOlympia, Washington, 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: 2 days ago
  • Promoted
Texas Licensed Tax Advisor

Texas Licensed Tax Advisor

VirtualVocationsOlympia, Washington, 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: 1 day ago
  • Promoted
Florida Licensed Tax Advisor

Florida Licensed Tax Advisor

VirtualVocationsOlympia, Washington, 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: 1 day ago
  • Promoted
Member Service Representative

Member Service Representative

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Member Service Representative to join their remote call center team.Key Responsibilities Handle a minimum of 50 calls per day, providing exceptional customer service to...Show moreLast updated: 30+ days ago
  • Promoted
Insurance Specialist - Michigan Licensed

Insurance Specialist - Michigan Licensed

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for an Insurance Specialist to manage financial and insurance information for patients.Key Responsibilities Verify the accuracy and completeness of financial and insurance in...Show moreLast updated: 30+ days ago
  • Promoted
New Jersey Licensed Loan Processor

New Jersey Licensed Loan Processor

VirtualVocationsOlympia, Washington, 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: 1 day ago
  • Promoted
Property Underwriter

Property Underwriter

VirtualVocationsOlympia, Washington, 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
  • New!
Debt Advisor

Debt Advisor

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Sales - Debt Advisor.Key Responsibilities Manage the full cycle of sales for inbound and outbound calls, including scheduling follow-ups and closing deals Educate pote...Show moreLast updated: 13 hours ago
  • Promoted
Investment Accountant

Investment Accountant

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for an Investment Accountant responsible for managing the accounting, reporting, and analysis of the investment portfolio. Key Responsibilities Prepare and review statutory an...Show moreLast updated: 30+ days ago
  • Promoted
Senior Mortgage Underwriter

Senior Mortgage Underwriter

VirtualVocationsOlympia, Washington, 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: 30+ days ago
  • Promoted
  • New!
Investor Services Consultant

Investor Services Consultant

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...Show moreLast updated: 3 hours ago
  • Promoted
  • New!
Connecticut Licensed Mortgage Originator

Connecticut Licensed Mortgage Originator

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Residential Mortgage Loan Originator.Key Responsibilities Solicit and originate residential mortgage loans through an established book of business and COI network Main...Show moreLast updated: 3 hours ago
  • Promoted
Connecticut Licensed Loan Officer

Connecticut Licensed Loan Officer

VirtualVocationsOlympia, Washington, United States
Full-time
A company is looking for a Loan Advisor - Loan Officer for Real Estate Investors.Key Responsibilities Serve as a trusted advisor to real estate investors, guiding them through loan programs Mana...Show moreLast updated: 30+ days ago