Full-Time Sale Operation Specialist jobs in Plano, TX

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INVESTMENT OPERATIONS CLIENT SUPPORT SPECIALIST

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

CompanyCain Watters And Associates
AddressFrisco, TX
CategoryInformation Technology
Salary$55,000 - $70,000 a year
Job typeFull-time
Date Posted 7 days ago See detail

Investment Operations Client Support Specialist

Cain Watters And Associates

Frisco, TX

$55,000 - $70,000 a year

Process all new account paperwork for CWA recommended investment programs. Process all service requests for existing accounts on CWA recommended investment programs. Manage closing accounts. Serve as onsite point of contact betwee...

AML & Payments Compliance Operations Specialist

Appfolio

Richardson, TX

Partner with AppFolios Fraud Operations team to provide recommendations to implement relevant Anti-Money Laundering transaction monitoring rules for the APM and IM verticals. Collaborate with Fraud Operations, Risk, and Underwrit...

eCommerce Sales Operations Coordinator

Compana Pet Brands

Dallas, TX

Preparing and presenting regular reports and dashboards and communicate insights to cross-functional teams and management. (POS, Shipments, WOC, Inventory/Stock Levels). Creating clear and concise data visualizations, pivot tables...

Referral Coordinator (Inside Sales Specialist)

Appy Medical, Llc

Dallas, TX

$60,000 a year

Prospect and qualify potential clients by utilizing channels such as online research, networking events, healthcare databases, etc. to identify referral sources with patients who could benefit from CGM and insulin pump therapy. Co...