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Fintech • Financial Services
The Client Services Representative will provide customer service to clients, guide them through SEC disclosures, and ensure document compliance.
Fintech • Financial Services
As an Operations Associate, you will setup accounts for mutual fund families, verify client information, and assist with commission inquiries.
Fintech • Financial Services
Responsible for processing cash transactions from 401(K) participants, handling inquiries, balancing daily transactions, and conducting quality control on wire transactions.
15 Days Ago
Fintech • Financial Services
The Financial Analyst will manage daily fund valuations, reconcile cash and assets, assist in financial statements, and support fund operations while maintaining internal controls and producing reports.
