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Reposted 14 Hours AgoSaved
In-Office
Memphis, TN, USA
Junior
Junior
Fintech • Payments • Financial Services
Wealth Advisors analyze clients' investment goals and risks to provide tailored financial advice while ensuring compliance with regulations and maintaining excellent service.
Top Skills: MS Office
Reposted 14 Hours AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Wealth Advisor analyzes clients' investment goals and risk tolerances to provide tailored investment advice and maintain compliance with regulations.
Top Skills: MS Office
Reposted 14 Hours AgoSaved
In-Office
Oklahoma City, OK, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The Business Development Officer II leads the acquisition of new banking relationships, manages existing client portfolios, guides customers, and ensures departmental growth and compliance.
Top Skills: MS Office
YesterdaySaved
In-Office
College Station, TX, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The role involves managing loan documentation, ensuring compliance, and providing customer support. It requires strong communication and analytical skills, as well as experience in commercial loans.
Top Skills: ArgoLending CycleMS OfficeSynergy
Reposted 2 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The Commercial Support Specialist III assists bankers with loan documentation, ensures compliance, manages client relationships, and promotes customer service excellence.
Top Skills: ArgoLending CycleMS OfficeSynergy
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Reposted 2 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Commercial Support Specialist III assists bankers by managing loan documentation, maintaining client relationships, ensuring compliance, and providing excellent customer service.
Top Skills: ArgoLending CycleMS OfficeSynergy
Reposted 4 Days AgoSaved
In-Office
Columbia, MO, USA
Junior
Junior
Fintech • Payments • Financial Services
The Client Specialist I supports Financial Advisors by preparing for client meetings, processing documents, resolving account issues, and ensuring compliance while delivering excellent customer service.
Top Skills: Adobe AcrobatMS Office
Reposted 4 Days AgoSaved
In-Office
Little Rock, AR, USA
Mid level
Mid level
Fintech • Payments • Financial Services
This role provides high-level customer service to wealth clients, manages client documentation, and ensures compliance with financial procedures.
Top Skills: MS Office
Reposted 5 Days AgoSaved
In-Office
Little Rock, AR, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The ITAM Data Platform Engineer I is responsible for data platform administration, automation, integration, and operational support across enterprise systems, ensuring data security and compliance.
Top Skills: Azure Log AnalyticsMicrosoft FabricOffice 365Power PlatformPowershellSharepoint OnlineSQL Server
Reposted 6 Days AgoSaved
In-Office
Fort Worth, TX, USA
6-6 Annually
Senior level
6-6 Annually
Senior level
Fintech • Payments • Financial Services
The Senior Private Wealth Strategist oversees major client accounts, administers wealth management processes, and collaborates with clients, advisors, and portfolio managers.
Top Skills: ExcelMs WordOutlook
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