Investment Account Specialist

Job Description:Fidelity TalentSource LLC is seeking a highly motivated and detail-oriented Investment Sales Associate to join our team. As an Investment Sales Associate, you will be responsible for consulting with financial advisor clients via phone and Zoom, providing valuable market insight, investment product overviews, and portfolio construction ideas...

Job OverviewThe Onboarding Specialist for the Sales EI team plays a crucial role in supporting institutional relationships by serving as a point of contact for establishing and funding new accounts. This position requires a strong focus on enhancing and expanding client relationships to improve client satisfaction and provide additional opportunities or...

Job Description:The RoleThis position is a member of the FFIO Alternative Accounting Team and is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. The role requires expertise related to daily deliverable oversight, pivotal...

Job SummaryThe Senior Accounting Director will oversee all aspects of accounting operations across a wide range of product structures, including Limited Partnerships, REITs, BDCs, Interval Funds, and Crypto. This role requires expertise in daily deliverable oversight, pivotal initiatives, business performance evaluation, and executive relationship...

Job Description:We are seeking a highly motivated technologist and leader to join our support organization as a Principal Site Reliability and Support Specialist.In this role, the resource will serve as a production support and SRE specialist for supporting FFIO Business Units Infrastructure and Applications.Your key partners are Fund Accounting, Pricing,...

At Goosehead Insurance Agency, we're seeking a highly motivated and sales-driven individual to join our team as an Insurance Account Development Specialist. In this role, you will be responsible for building a book of business through prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.Key...

Job Summary:Fidelity Workplace Investing is seeking a professional individual with a strong interest in supporting Fidelity Health You will be a leader in the Reimbursement Account Services organization, a dynamic team, supporting a fast-growing product. You will be dedicated to supporting a team of Reimbursement Account Managers who have responsibility for...

Job OverviewThe Account Executive plays a crucial role in creating leads and opportunities by profiling prospects. This position requires a full-time schedule in-office and involves making outbound phone calls to leads with current and past interest.Responsibilities and DutiesQualify prospective clients and educate them on potential benefits and how...

Job Title: Principal Account Executive - Enterprise ImagingAt Hyland, we are seeking a highly skilled and experienced Principal Account Executive to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with new and existing customers or partners to consistently meet or exceed assigned sales...

Job SummaryFidelity TalentSource LLC is seeking an Administrative Support Specialist to provide advanced administrative support to at least three Regional Head roles within the Personal Investing organization. The ideal candidate will have a passion for execution and building relationships, with a strong ability to work in a fast-paced regional center...

Job Title: Principal Account Executive HealthcareAt Hyland, we are seeking a highly skilled and experienced Principal Account Executive to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with new and existing customers or partners in the healthcare industry.Key Responsibilities:Develop a...

Job SummaryThe Investment Processor plays a crucial role in reviewing non-traditional investment requests to ensure that each submission includes all necessary documentation and is properly titled to guarantee ownership through the client's self-directed IRA. This position requires strong communication skills to work with clients and obtain necessary...

Job Summary:The Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans. This role involves engaging with customers to provide excellent customer service, responding to inquiries, and resolving issues related to loan accounts. The ideal candidate will have a strong understanding of lending laws and regulations,...

Job OverviewThe Social Media Specialist II is responsible for cultivating the organization's presence across social media platforms by evolving and maintaining the social media strategy and actively engaging with Equity Trust prospects, clients, and fans by building relationships and fostering an active community for the brand.Key ResponsibilitiesDeliver...

Job DescriptionTruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise, and financial resources.Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK, and Europe.Our portfolio includes TRG, a global...

Job SummaryThe Consumer Loan Servicing Specialist is responsible for the day-to-day servicing of auto and marine loans and assisting customers with consumer loan inquiries and issues.Key ResponsibilitiesEngage with customers to provide excellent customer service and respond to consumer loan inquiries related to account status, payments, and other...

Tax Analyst Job DescriptionAt Equity Trust, we're seeking a highly skilled Tax Analyst to join our team. As a Tax Analyst, you will play a critical role in ensuring compliance with all tax regulations and reporting requirements.Key Responsibilities:Tax Compliance: Prepare and file tax documents, including Forms 5498, 1099, and 945, while ensuring timely...

Job OverviewThe Operations Associate II plays a critical role in the efficiency and accuracy of our operations. This individual will process client requests, maintain document management, and ensure the security of physical and electronic documents.Responsibilities & DutiesOperate in a fast-paced environment to meet or exceed service levels, ensuring timely...

Travel Dialysis Technician OpportunityHealthCare Support is actively seeking a skilled Travel Dialysis Technician to fill an opening in Westlake, OH for a 13-week assignment.Benefits of Working with HealthCare Support:Immediate Enrollment in Health InsuranceDental InsuranceLife InsuranceEmployee Assistance Program (EAP)Access to Open Investment...

Job Summary:As a Customer Experience Specialist at Zobility, you will be responsible for delivering exceptional customer service by being fully accountable for the end-to-end customer journey. This includes collecting feedback to drive continuous improvement and collaborating internally with relevant departments to meet customer expectations and needs.Key...