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Fintech
Provides remote tax advisory support during tax season, answering client questions on non-complex tax, payroll, bookkeeping, sales tax, and tax strategy matters. Reviews tax returns, resolves escalated issues, documents interactions in Salesforce and internal platforms, assists clients with portal navigation and documentation, and collaborates with accounting, tax, and payroll teams. Handles phone calls and chats while meeting customer satisfaction, retention, and other performance metrics.
Top Skills:
1-800Accountant PlatformLacerteSaaSSalesforce
Fintech • Software
Advises business leaders on organizational effectiveness, performance management, employee relations, investigations, workforce planning, organizational change, and talent decisions. Partners with cross-functional People Team, Legal, and HR functions to implement practical solutions. Supports employees and leaders across the United States and Canada, applying relevant employment practices and regulatory considerations while balancing business, employee, and legal risks.
Top Skills:
Hcm SystemsWorkday
Fintech • Financial Services
Leads all Keylink National Title operations, overseeing title and closing workflows, process improvement, technology optimization, KPIs, team development, budgeting, vendor contracts, compliance, risk management, and client service. The role develops operational strategy, improves efficiency, manages performance, and ensures adherence to regulatory and customer requirements.
Top Skills:
AtcloseClosingcorpWindowsResware
Fintech • Information Technology • Software • Financial Services
Provides technical support for banking software products by triaging and resolving client cases through calls, email, web requests, and chat. Troubleshoots software, hardware, databases, networking, Microsoft environments, and client-server systems; documents cases in Salesforce; escalates issues; tests products; maintains knowledge-base content; identifies trends; and participates in after-hours support rotation.
Top Skills:
Client-Server EnvironmentsMS OfficeMicrosoft ServerWindowsNetworkingPc EnvironmentsSalesforceServer LogsSQL
Fintech • Software • Financial Services
Collects past-due and charged-off accounts through phone, mail, and other appropriate methods. Negotiates payments, settlements, and individualized repayment plans; monitors arrangements and maintains accurate collection records. Analyzes borrowers’ financial situations, recommends recovery actions including collateral repossession, and helps improve collection processes. Requires strong communication, negotiation, discretion, organization, and problem-solving skills, along with proficiency in Microsoft Office and related business systems.
Top Skills:
Business ApplicationsCredit Union Core SystemsMS Office
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Fintech • Financial Services • Cryptocurrency
Owns technically deep internal audits across cloud infrastructure, DevOps, platform engineering, AI/ML governance, security, resilience, secure SDLC, and data engineering. Audits cloud platforms, Kubernetes, Docker, CI/CD, Terraform, and Helm; evaluates AI systems, data lineage, access controls, monitoring, and governance; applies AI tools to audit scoping, testing, evidence review, and reporting. Identifies emerging infrastructure risks and partners with engineering, SRE, and security teams on actionable remediation.
Top Skills:
Ai/MlAlibaba CloudAWSCi/CdDockerETLGCPHelmIamKubernetesMlopsTerraform
Fintech • Insurance
Manages complex liability claims from investigation through resolution, including coverage interpretation, liability determination, reserve setting, settlement authorization, litigation strategy, subrogation, reporting, and client or carrier claim reviews. The role requires independent judgment, negotiation, analytical problem-solving, regulatory licensing, and collaboration with legal counsel. It also includes mentoring and training newer team members.
Fintech • Financial Services
Supports client coverage teams through client and market research, presentation development, account planning, pipeline tracking, opportunity analysis, and business development activities. Collaborates with coverage, product, and strategy professionals to connect client needs with BNY capabilities. The 10-week internship develops communication, commercial acumen, research, stakeholder management, data interpretation, and financial services knowledge.
Digital Media • Fintech • Information Technology
Supports Client Partners in selling integrated media solutions to luxury, enterprise, and financial services clients. Responsibilities include prospect research, identifying decision makers, preparing proposals, responding to client requests, supporting billing and research needs, assisting with campaign reporting, and identifying upsell opportunities. The role requires client service, advertising sales support, media knowledge, collaboration, and proficiency with Microsoft and Google applications.
Top Skills:
ContaltoFactivaGoogle ApplicationsLinkedInMedia RadarMicrosoft Applications
Fintech • Financial Services
Create cohesive, high-quality designs across web, graphic, social media, and email channels. Develop branding and visual systems, use Figma, Adobe Creative Suite, and AI-driven workflows, collaborate with stakeholders, present design concepts, and contribute to creative direction. The role requires balancing innovation with brand consistency while managing multiple projects in a fast-paced remote environment.
Top Skills:
Adobe Creative SuiteAi Design ToolsFigma
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