Top Tech Jobs & Startup Jobs

The Sales Consultant will drive company growth through client acquisition, developing relationships with advisors and CPAs, preparing proposals, and implementing sales strategies. Responsibilities include relationship management, producing fee proposals, assisting in plan transitions, and aiding marketing efforts.

The Compliance Specialist analyzes, evaluates, and monitors compliance activities, providing recommendations to management. Responsibilities include reviewing data and processes, reporting testing results, and learning applicable laws and regulations. This role requires strong analytical, communication, and collaboration skills and operates independently with minimal supervision.

The Floating Operations Associate is responsible for managing a variety of tasks within Information Processing, including customer inquiries, account maintenance, transaction processing, and ensuring compliance with regulations. They maintain service standards and resolve customer complaints effectively.