Job Description Are you a Leader in FinTech Enterprise Sales? If so, we have a role for you! Docupace is seeking... and position the value of Docupace’s products and services. Facilitate ongoing product demonstrations (2-3 per week). Perform...
Job Description About the Job Our Customer Care Support team at Docupace is growing, and we're looking for a Senior... Technical Support Representative who can deliver white-glove service to our clients using the Docupace SaaS platform. Summary...
around business needs, technical integrations, and platform capabilities. The team members serve as technical experts on Docupace..., and actionable outcomes across the project lifecycle. This role is critical to Docupace’s ongoing evolution from a customization...
. Process documents, open client account, and upload to Smartworks Docupace. Assist Financial Advisor in marketing activities...
index new work items in the Docupace system Utilize the Docupace and Caesar Data Base systems to retrieve client paperwork...
, investment transactions, and documentation through Docupace • Ensure compliance with regulatory standards and firm best practices...
account setups and investment transactions using Docupace Use data analysis to find ways to better serve all clients and help...
, Service Center, UAO, Envestnet, AOA, ASA, DocuPace. Provide training expertise on all operational aspects of new account...