<div> Core Responsibilities <ul> <li>Client Communication</li> <li>Manage custodian alerts from Schwab</li> <li>Manage client paperwork flow between clients and custodian</li> <li>Run Client Reports for Advisor meetings </li> </ul> Qualifications/Skills <ul> <li>Ideal person is a self starter with a sense of urgency to complete tasks with attention to details and communicate with clients in a timely manner</li> <li>Experience with Schwab‘s Advisor workstation is a big plus</li> <li>Proficiency with Docusign</li> <li>Preferences to candidates with previous financial planning software (Advyzon, Emoney) </li> </ul> Company Benefits/Perks <ul><li>Flexible schedule / work from home</li></ul> </div>

Accounting & Finance

Customer Service

United States

Mom Project is the platform unlocking the potential of moms in the workforce, connecting its community of over 500,000 moms, dads, and allies with flexible work opportunities at F500s and small businesses. The Mom Project is committed to building a better workplace for mothers and the businesses they support, changing the way women work and redefining career structures by providing women with opportunities that are in balance with their personal goals.

North America

North Chicago, IL, USA

Chicago, IL, USA

The Mom Project

Customer Service Associate (Finance)

OCA Ventures is an early stage (Seed, Series A, and Series B) venture capital firm focused on equity investments in companies with dramatic growth potential, primarily in technology and highly-scalable services businesses. OCA invests in many industries, with a preference for technology, financial services, education and healthcare technology. Founded in 1999, the firm is investing out of its fourth fund in companies spread throughout the United States. (c)2011-2017 by Massinvestor, Inc. For contact info, please check out our about page.

OCA Ventures LLC

OCA Ventures

Are you as enthusiastic about innovation as we are? Our portfolio companies are hiring.

Tell us about your professional DNA to get discovered by any company in our network with opportunities relevant to your career goals.

Leverage our network to build your career.

#### Welcome!

Thank you for joining OCA Ventures LLC Network!

To help us best support you in your search, please take a few minutes to tell us about what you are looking for in your next role. We’ll use this information to connect you to relevant opportunities in the OCA Ventures LLC network as they come up.

You can always update this information later.

Welcome to the OCA Ventures LLC talent network

As our companies grow, they look to us to help them find the best talent.

Signal that you'd be interested in working with a OCA Ventures LLC company to help us put the right opportunities at great companies on your radar. The choice to pursue a new career move is then up to you.

Careers

Customer Service Associate (Finance)