2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
RXNT: Provides integrated, cloud-based software for medical practices.
Bachelor's degree, strong verbal and written communication, product/support experience, familiarity with computer operating systems and internet browsers, and knowledge of Google Suite; healthcare software experience preferred.
Acorn Financial Advisory Services: Fiduciary financial planning and investment management for private clients.
Requires precision, organization, adaptability, teamwork, and comfort navigating CRM systems and custodian platforms; training is provided for this entry-level financial services role.