Service Associate

Job DescriptionOur organization is seeking a highly motivated and customer-centric individual to fill the position of Sales and Service Associate. This role requires effective communication and relationship-building skills to promote our products and services to customers.The ideal candidate will be able to:Demonstrate strong interpersonal and...

Join to apply for the Associate, Investor Services role at Tricor Group2 weeks ago Be among the first 25 applicantsJoin to apply for the Associate, Investor Services role at Tricor GroupGet AI-powered advice on this job and more exclusive features.Requisition ID: 13320It's never been a more exciting time to join Vistra.At Vistra, our purpose is progress. We...

We are seeking a highly skilled Fund Services Associate to join our team. As a key member of our Fund Services department, you will be responsible for the accounting and administration of private equity real estate funds and investment holding entities.Your primary client service contact role will involve responding promptly to client requests and...

Job OverviewWe are seeking an experienced Customer Service Associate to join our team. In this role, you will play a vital part in delivering exceptional customer experiences through comprehensive service support.Main Responsibilities* Process new business, customer service, and claims inquiries efficiently and accurately* Promote excellent service by...

We are seeking a highly skilled Compliance Specialist to join our team. As an Investor Service Associate, you will play a critical role in ensuring the smooth operation of our investor services.The ideal candidate will have at least 2 years of experience in KYC, Customer Due Diligence, or Name Screening within a financial institution or similar role. They...

Job Title:Sales and Service AssociateJob OverviewWe are seeking an experienced sales and service associate to join our team. The ideal candidate will have excellent communication skills and the ability to work effectively in a fast-paced environment.The successful candidate will be responsible for assisting customers, managing administrative tasks, and...

Position Summary:The Support Services Associate will play a key role in supporting the day-to-day operations of our office. This position requires a highly organized and efficient individual who can handle multiple tasks and priorities effectively.You will be responsible for providing administrative support, including tasks such as data entry, mail handling,...

We are seeking a highly motivated and detail-oriented individual to join our Investor Services team as an Associate, KYC.The successful candidate will be responsible for performing data maintenance tasks, including profile creation of investors and their related parties, and updating changes in the investors' data in the approved data platform when...

We are looking for an Audit Associate to assist our audit team with the drafting and filing of financial audits. In this role, you will be required to plan and direct financial audits and draft audit reports. As an Audit Associate, you should have the knowledge of accounting and auditing procedures and to perform excellent attention to detail and also should...

We are seeking an experienced Investor Services Associate to join our team. As a key member of our unit, you will be responsible for performing due diligence on prospective and existing investors. This involves reviewing and analyzing data to ensure accuracy and compliance with regulatory requirements.Key Responsibilities:Perform due diligence checks on...