• Investor Account Analyst - KYC…

    KeyBank (Overland Park, KS)
    …will be responsible for the establishment of Controlled Bank Accounts and onboarding into our system of record. **ESSENTIAL JOB FUNCTIONS** + Responsible for ... providing superior client service while independently maintaining risk management, compliance with bank policies and regulatory requirements, and adhering to internal procedures and controls. + Understand/comprehend and interpret Borrowing Entity documents for… more
    KeyBank (07/05/25)
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  • REMOTE Vendor Management Specialist I, CMS

    Carrington (Montpelier, VT)
    …join our amazing team and work remote from home!** The Vendor Management Specialist I will be responsible for providing ongoing oversight of an existing network ... Perform all duties in accordance with the company's policies and procedures, investor guidelines, all US state and federal laws and regulations, wherein the… more
    Carrington (05/21/25)
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  • High Net Worth Client Case Representative, Senior…

    Vanguard (Scottsdale, AZ)
    …for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we ... they call in to Vanguard. As a Client Transfer Specialist , you will: + Serve as the primary point...Serve as the primary point of contact for Personal Investor clients during the onboarding and change… more
    Vanguard (06/17/25)
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