Forge
Articles about Forge
Featured Articles
All Articles
Recently posted jobs
Fintech • Financial Services
Serve as first point of contact for clients managing self-directed retirement accounts via chat, phone, and email. Educate customers, troubleshoot issues, provide proactive recommendations, guide inquiries to resolution, and collaborate with internal teams to ensure satisfaction and retention.
Fintech • Financial Services
Process inbound cash and asset transfers for retirement accounts: review documentation, submit requests to custodians, track statuses, communicate with investors, resolve discrepancies, and support onboarding/account maintenance and internal operational projects.
Fintech • Financial Services
Lead and develop an End User Services/Helpdesk team delivering IT support across a hybrid SaaS environment. Oversee day-to-day operations, SLAs, KPIs, incident escalation, vendor/licensing management, and cross-functional collaboration with infrastructure and security to improve service delivery and employee productivity in a regulated financial environment.
