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Remote Complete Call Solutions Jobs in Colorado (NOW HIRING)

FinFolio

A SaaS solution that is the back office for professional wealth managers * Our software reports ... Complete the daily task list by 8AM ET with a hard deadline * Establish daily remote connections ...

Symmetry

Work From Home Remote Sales

Greeley, CO · Remote

$100K/yr

Call clients to set up appointments for insurance consultations Conduct meetings with clients in ... solutions, savings strategies, and debt consolidation plans Support homeowners in protecting their ...

Snap-on Inc

Industrial Sales Manager

Denver, CO · Remote

This position is remote-based and will require extensive travel. Responsibilities * Drive sales ... Complete required reporting, expense reports, and customer call documentation as required or as ...

MonetizeMore

Group Product Manager (Remote)

Rico, CO · On-site +1

You don't just build features to check boxes; you build solutions that move the needle on business ... You aren't afraid to dive into raw data to find hidden patterns or jump on a customer call to ...

Prosum Inc.

Denver Account Executive-Remote

Denver, CO · On-site +1

$65K - $80K/yr

Showcase the Prosum value/solution/brand. Companies are struggling to retain top talent and you ... Manage the entire job order lifecycle, from conducting an intake call, reviewing internal ...

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All JobsComplete Call Solutions JobsRemote Complete Call Solutions JobsRemote Complete Call Solutions Jobs in Colorado

Remote Complete Call Solutions information

What is the difference between Remote Complete Call Solutions vs Customer Service Representative?

AspectRemote Complete Call SolutionsCustomer Service Representative
CredentialsHigh school diploma or equivalent; training in call handling and softwareHigh school diploma or equivalent; training in customer service skills
Work EnvironmentRemote, home-based call center or office settingRemote or on-site customer support centers
Industry UsageUsed across various industries for comprehensive call managementPrimarily in retail, telecom, and service sectors
Job FocusHandling multiple call types, including sales, support, and inquiriesResponding to customer inquiries, resolving issues

Remote Complete Call Solutions involves managing a wide range of call types with specialized training, often in a remote setting. Customer Service Representatives focus on assisting customers with specific issues, typically within a particular industry. Both roles require strong communication skills but differ in scope and training emphasis.

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Remote Complete Call Solutions jobs near you

Data Import Specialist (Investment Finance) (remote)

FinFolio

Remote

Full-time

Medical, Dental, Retirement

Re-posted 13 days ago

Job description

Are you able to wrangle millions of transactions every day? Can you help us automate and improve our processes? FinFolio is the back office for large investment advisors and you will help us support our mission critical software.


Who is FinFolio?

  • We make wealth management simpler!
  • A SaaS solution that is the back office for professional wealth managers
  • Our software reports, trades, and bills investment accounts
  • 100% remote company with great benefits
  • Startup, small-company atmosphere
  • Passionate and excited about great software and making our clients happy

What will you do at this job?

  • Download files daily (M-F excluding stock market holidays) file downloads from financial custodians using websites, FTP servers and various software
  • Must be able to start at 5AM ET each day
  • Complete the daily task list by 8AM ET with a hard deadline
  • Establish daily remote connections and controls for multiple Amazon AWS machines
  • Maintain and write new interfaces to custodians and other data systems
  • Update and maintain SQL, C# and PowerShell scripts and other tools to automate downloads
  • Reconcile accounts and analyze data problems
  • Communicate with clients about reconciliation problems

What qualifications would help me be successful at FinFolio?

  • Must be familiar with market operations (Exchanges, stocks, bonds, financial institutions, etc.)
  • Must be tech savvy
  • Excellent written and verbal communication skills in English
  • Must be reliable, self starting, strong attention to detail
  • Knowledge of FTP and data transfer tools server access
  • Knowledge of scripting tools, SQL, coding skills

What remote tools do we use?

  • Slack for intra-office communication
  • Discord for presence and internal meetings
  • GMail for communication with clients and data vendors
  • Gusto for HR and payroll
  • Google Drive for documents, spreadsheets, etc.
  • Hubspot for contact management and help desk

Why should you work here?

  • Work with a team that is excited and passionate about what they do
  • Help support an amazing, best-in-class product that is fun to use
  • Competitive salary + health/dental + unlimited time off + 401K match
  • Interact with interesting and successful financial advisor clients
Employment Type: FULL_TIME

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