Step into a pivotal role where your operational expertise directly supports the financial advisors navigating a major platform transformation. As an Insurance Operations Specialist, you’ll be at the heart of a fast-moving investment services team, contributing to seamless transitions, accurate reporting, and outstanding advisor support. If you're looking to elevate your career in a tech-forward financial environment, this is your opportunity to make an impact.
LOCATION: Coppell, TX -- Hyb...
Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions. Join a collaborative team driving innovation, compliance, and efficiency across cutting-edge clearing and reporting platform!
Wealth Management Specialist
Location Coppell, TX | Hybrid — Must reside in the Dallas/Fort Worth area
Compensation Schedule
• $24–$28/hr (Based on Experience)
• Monday–Friday | 8-ho...
Banking Customer Service Representative
Location Fort Worth, TX | Hybrid (Mon Fri Remote; Tues–Thurs Onsite)
Compensation Schedule
• $18.00–$25.00/hr
• Mon–Fri, 9:00 AM–6:00 PM (8:00 AM–5:00 PM during training)
ROLE IMPACT
This role ensures exceptional client experiences by managing high-volume inquiries across multiple digital and traditional channels. As part of a multi-channel contact center, you’ll be instrumental in supporting banking operations and cross-selling financial produ...
Job DescriptionTransfer Agent Account RepresentativePlano, TX | OnsiteCOMPENSATION SCHEDULE• Competitive (range available on request)• Standard business hours, Monday–Friday• W2, Full-timeROLE IMPACTThis entry-level position is central to ensuring accurate processing of securities for both public and private companies. As a key point of contact within a high-volume transfer agency, the Account Representative enhances service quality, builds core financial operations expertise, and supports compliance in s...