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2 Days AgoSaved
In-Office
St Louis, MO, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Product Strategy Consultant will analyze market trends, develop product roadmaps, and optimize go-to-market strategies to enhance business growth.
Top Skills: Data AnalysisMarket ResearchProduct Management
2 Days AgoSaved
In-Office
Sacramento, CA, USA
Junior
Junior
Fintech • Software • Financial Services
The Vendor Relationship Manager is responsible for building and optimizing vendor partnerships, managing communication, and analyzing vendor performance to ensure business success.
2 Days AgoSaved
In-Office
Greensboro, NC, USA
Entry level
Entry level
Fintech • Software • Financial Services
As a Client Relationship Manager, you will build relationships with clients, ensure their needs are met, track account activity, and promote client satisfaction.
2 Days AgoSaved
In-Office
Wichita, KS, USA
Entry level
Entry level
Fintech • Software • Financial Services
As a Customer Onboarding Specialist, you'll guide new customers through onboarding, ensuring they understand and effectively use our products, while providing personalized support and developing onboarding materials.
2 Days AgoSaved
In-Office
Jackson, MS, USA
Entry level
Entry level
Fintech • Software • Financial Services
The Customer Loyalty Specialist is responsible for building strong customer relationships, enhancing satisfaction, and driving brand loyalty through effective engagement and support.
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2 Days AgoSaved
In-Office
Rochester Hills, MI, USA
Entry level
Entry level
Fintech • Software • Financial Services
As a Financial Protection Consultant, you'll assess clients' financial risk exposure, design tailored protection plans, and provide ongoing support and education about financial security.
Top Skills: Financial Planning ToolsInsurance
2 Days AgoSaved
In-Office
Albany, NY, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Financial Products Specialist educates clients on financial products, analyzes their needs, collaborates with teams, and maintains product knowledge.
Top Skills: Crm SystemsFinancial Planning Tools
2 Days AgoSaved
In-Office
Chattanooga, TN, USA
Junior
Junior
Fintech • Software • Financial Services
As a Financial Advisor, you'll guide clients in creating financial plans, manage client relationships, and stay updated on financial trends.
Top Skills: Financial PlanningInsurance ProductsInvestment Strategies
2 Days AgoSaved
In-Office
Bend, OR, USA
Junior
Junior
Fintech • Software • Financial Services
As a Policy Services Representative, you will manage policy changes and updates, assist clients with inquiries, and ensure accurate documentation.
Top Skills: Client DatabasesPolicy Management Systems
2 Days AgoSaved
In-Office
Toledo, OH, USA
Entry level
Entry level
Fintech • Software • Financial Services
As a Sales Representative, you will generate new business by connecting with prospects, presenting products, and building client relationships while meeting sales targets.
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