Capital Onboarding Specialist

3 weeks ago


Miami, United States Ballard Global Full time

Company Description

Ballard Global is a boutique private investment firm that offers investors opportunities to maximize tax-deferred growth, protect capital with diversification, and create passive income streams that span generations. Our portfolio of funds is available to accredited investors and offers a diverse range of options that provide stability and growth.


Role Description

This is a full-time, on-site role for a capital onboarding specialist located in Brickell, Miami, FL. The Specialist will be responsible for onboarding and processing capital into our range of private investment funds, ensuring a smooth and efficient investment process. The Specialist will help to build and manage the portal, manage investment documentation, and process payments, ACHs, and bank wires.


Qualifications

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • At least two years of relevant experience in the private investment field.
  • Excellent organizational and communication skills, with the ability to handle multiple tasks and prioritize effectively in a fast-paced environment.
  • Strong attention to detail/data and problem-solving skills.
  • Experience in investment portals, HubSpot, and/or other CRM platforms.
  • Ability to work well in a team and collaborate with other departments to achieve common goals.
  • Understanding the private investment industry is a plus.


  • Miami, United States Ballard Global Full time

    Company DescriptionBallard Global is a boutique private investment firm that offers investors opportunities to maximize tax-deferred growth, protect capital with diversification, and create passive income streams that span generations. Our portfolio of funds is available to accredited investors and offers a diverse range of options that provide stability and...


  • Miami, United States Creand Wealth Management (Beta Capital) Full time

    Creand Wealth Management is looking for an experienced AML Onboarding Consultant for our Brickell office. This is a Contract role for an initial 3-to-6-month period with the possibility of extension, and involves efficiently leading the processes of onboarding applications, conducting necessary reviews, assessing new or existing relationships, as well as...


  • Miami, United States Crew Life at Sea Full time

    Position Overview: The Onboard Wine Specialist is tasked with overseeing the comprehensive wine program, which encompasses sales, inventory management, and adherence to requisitioning protocols. This role also involves supporting the dining staff in promoting wine selections during meal services in the Main Dining Rooms, ensuring a high standard of wine...


  • Miami, United States Vensure Employer Services Full time

    Job SummaryWe are seeking a highly skilled Customer Onboarding Specialist to join our team at Vensure Employer Services. As a key member of our team, you will be responsible for guiding hotel clients through their transition from traditional methods to our innovative digital platform.Key ResponsibilitiesEducating Customers: Provide in-depth training and...


  • Miami, United States Crew Life at Sea Full time

    Position Overview: The Onboard Wine Specialist is tasked with overseeing the comprehensive wine program, which encompasses sales, inventory management, and adherence to proper requisition protocols. This role also involves supporting the dining staff in promoting wine selections during meal services in the Main Dining Rooms, ensuring a high standard of wine...


  • Miami, United States HireFinder Full time $1 - $2

    Job DescriptionJob DescriptionPosition SummaryAs an Onboarding Specialist, you'll be the beacon guiding hotel clients through their transition from traditional methods to their innovative digital platform. You will be responsible for establishing a strong relationship with new prospects as well as maintaining a strong relationship with existing...


  • Miami, United States Cardone Enterprises Inc Full time

    Job DescriptionJob DescriptionHere at Grant Cardone Enterprises, it's our mission to reach all 8 billion people on Earth to improve their businesses, careers, finances, and relationships. That’s a huge and worthy purpose, and we’re looking for amazing people inspired to take massive action to help us achieve it.Our company was founded by private...


  • Miami, United States Vensure Employer Services Full time

    Position Summary As an Onboarding Specialist, you'll be the beacon guiding hotel clients through their transition from traditional methods to their innovative digital platform. You will be responsible for establishing a strong relationship with new prospects as well as maintaining a strong relationship with existing accounts. Your effective communication and...


  • Miami, United States Fortune 500 Companies Full time

    Job Title: Client Onboarding AnalystJob Location: N/AThis individual will be responsible for customer onboarding, conducting thorough credit checks and background/reference verifications, and ensuring customers are set up for secure payments and efficient collections.They should possess in-depth knowledge of industry-standard frameworks such as Know Your...


  • Miami, United States Vensure Employer Services Full time

    About the RoleWe are seeking a highly skilled Customer Onboarding Specialist to join our team at Vensure Employer Services. As a key member of our client success team, you will be responsible for guiding hotel clients through their transition to our innovative digital platform.Key ResponsibilitiesEducate and Optimize: Educate customers on the optimal use of...


  • Miami, United States Carnival Cruise Line Full time

    Job OverviewThe Financial Treasury Specialist is integral to the Corporate Treasury division, offering essential support to both the Capital Markets and Cash Management teams. The role encompasses managing the capital structure, supervising capital markets activities, bank loan arrangements, derivatives, debt portfolio management, and strategic projects. The...


  • North Miami Beach, Florida, United States iKahn Capital Full time

    Company Overview:iKahn Capital is a fast-growing financial services firm dedicated to delivering innovative investment strategies and solutions to our clientele.Position Summary:We are in search of a highly organized and detail-oriented Operations Coordinator/Executive Support Specialist. This role is crucial for ensuring the smooth operation of our daily...


  • Miami, United States City National Bank Full time

    Position Overview:The Client Engagement Specialist plays a pivotal role in nurturing and enhancing relationships with a diverse portfolio of capital markets clients. This position is dedicated to delivering outstanding service and support to senior members of the Capital Markets teams, which may include clients from sectors such as Private Equity, Private...


  • Miami, United States Reeco Full time

    About UsReeco is a rapidly growing tech startup revolutionizing the hospitality industry with our innovative software solutions. Our mission is to empower hotels, restaurants, and other hospitality businesses to enhance their operations and deliver exceptional guest experiences through cutting-edge technology. We are seeking a dedicated and detail-oriented...


  • Miami, United States Reeco Full time

    About UsReeco is a rapidly growing tech startup revolutionizing the hospitality industry with our innovative software solutions. Our mission is to empower hotels, restaurants, and other hospitality businesses to enhance their operations and deliver exceptional guest experiences through cutting-edge technology. We are seeking a dedicated and detail-oriented...


  • Miami, United States Vensure Employer Services Full time

    Job SummaryWe are seeking a highly skilled Customer Onboarding Specialist to join our team at Vensure Employer Services. As a key member of our organization, you will play a crucial role in guiding hotel clients through their transition from traditional methods to our innovative digital platform.Key ResponsibilitiesEducate and Optimize: Educate customers on...


  • Miami, United States Greenberg Traurig Full time

    About the RoleGreenberg Traurig is seeking a skilled Capital Markets professional to join our team. As a Capital Markets associate, you will play a key role in handling U.S. and cross-border transactions, including initial public offerings, high yield, and investment-grade debt offerings.Key ResponsibilitiesAssist in leading due diligence teams and managing...


  • Miami, United States Capital One Full time

    Locations: Sales - PA - Pittsburgh, United States of America, Pittsburgh, PennsylvaniaNational Market Leader, Business Cards & Payments - Acquisitions (East Coast)Territory: Pittsburgh - DC - Baltimore - Richmond - Raleigh - Charlotte - Atlanta - Orlando - Tampa - MiamiAre you a self-starter, a go-getter, and a deal maker? In Capital One's Business Cards &...


  • Miami, United States Capital One Full time

    Locations: Sales - PA - Pittsburgh, United States of America, Pittsburgh, Pennsylvania National Market Leader, Business Cards & Payments - Acquisitions (East Coast) Territory: Pittsburgh DC Baltimore Richmond Raleigh Charlotte Atlanta Orlando Tampa Miami Are you a self-starter, a go-getter, and a deal maker? In Capital One's Business Cards & Payments...


  • Miami, Florida, United States Pinnacus Full time

    Job OverviewWe are seeking a skilled Signaling Test Engineer to join our team at Pinnacus. As an Onboard Signaling Test Technician, you will play a crucial role in supporting our Engineers in vehicle retrofit and signaling testing.Key Responsibilities:Collaborate with Engineers to configure servers and equipment, analyze logs, and record resultsIdentify and...