Talent.com
Investor Support Specialist

Investor Support Specialist

VirtualVocationsBridgeport, Connecticut, 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 • Bridgeport, Connecticut, United States

Related jobs
  • Promoted
Tax Expert - Onsite

Tax Expert - Onsite

IntuitWhite Plains, NY, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 5 days ago
  • Promoted
Portfolio Associate 2026

Portfolio Associate 2026

Bridgewater AssociatesWestport, CT, US
Full-time
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is d...Show moreLast updated: 21 days ago
  • Promoted
Portfolio Associate

Portfolio Associate

Bridgewater AssociatesWestport, CT, US
Full-time
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is d...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Associate

Portfolio Associate

Yale UniversityNew Haven, CT, US
Full-time
Working at Yale means contributing to a better tomorrow.Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a ...Show moreLast updated: 30+ days ago
  • Promoted
Tax Expert - Local

Tax Expert - Local

IntuitNew Rochelle, NY, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 5 days ago
  • Promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

IntuitNew Rochelle, NY, US
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
  • Promoted
Mortgage Loan Originator

Mortgage Loan Originator

Jet Direct MortgageNew Haven, CT, US
Full-time
All Mortgage Lenders talk about their competitive compensation, quick turn times, in house products, etc.Sure we all have those, but why focus on the things that are a given or the minimums in the ...Show moreLast updated: 30+ days ago
  • Promoted
Part Time Associate Banker Westchester N Putnam (30 Hours)

Part Time Associate Banker Westchester N Putnam (30 Hours)

ChaseSomers, NY, US
Part-time
Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Associate 2026

Portfolio Associate 2026

Bridgewater Associates LPWestport, CT, US
Full-time
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is d...Show moreLast updated: 21 days ago
  • Promoted
Community Lending Officer

Community Lending Officer

Webster BankBridgeport, CT, US
Full-time
Community Liaison Officer (CLO).If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to he...Show moreLast updated: 30+ days ago
  • Promoted
Part Time Associate Banker Westchester N Putnam (30 Hours)

Part Time Associate Banker Westchester N Putnam (30 Hours)

JPMorgan ChaseSomers, NY, US
Part-time
Show moreLast updated: 30+ days ago
  • Promoted
Tax Expert

Tax Expert

IntuitSTAMFORD, Connecticut, United States
Full-time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
  • Promoted
Universal Banker

Universal Banker

M&T BankPlainville, CT, US
Full-time
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: 3 days ago
  • Promoted
Citizens Banker

Citizens Banker

CitizensMilford, Connecticut, United States
Full-time
Description Starting Salary : $24.They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get sa...Show moreLast updated: 2 days ago
  • Promoted
Portfolio Associate

Portfolio Associate

Bridgewater Associates LPWestport, CT, US
Full-time
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is d...Show moreLast updated: 30+ days ago
  • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

M&T BankSouthport, CT, US
Full-time
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the d...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker - Bridgeport / Fairfield Area

Relationship Banker - Bridgeport / Fairfield Area

Bank of AmericaStratford, CT, US
Full-time
Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Originator

Mortgage Originator

M&T BankBridgeport, CT, US
Permanent
Primarily responsible for working with customers interested in identifying and obtaining permanent FHA / VA and conventional mortgage loans and other residential mortgage programs that best meet the ...Show moreLast updated: 7 days ago
  • Promoted
Licensed Private Client Banker

Licensed Private Client Banker

KeyCorpOrange, CT, US
Full-time
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...Show moreLast updated: 18 days ago
  • Promoted
Part Time Associate Banker Connecticut East (30 Hours)

Part Time Associate Banker Connecticut East (30 Hours)

JPMorgan ChaseNew Haven, CT, US
Part-time
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show moreLast updated: 30+ days ago