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...
and TradeReview, NRS Compliance, Morningstar Investment performance Reports and Docupace;Working with OpenShift cloud, docker...
via email and phone interactions Process requests via Salesforce, Workflow and AOS Docupace Complete daily reports...
Reports in Docupace for review by a Supervising Principal. Collaborate with Team Lead on escalated cases for guidance... License desired or must obtain within 6 months of hire date. Experience with NFS/Fidelity Wealthscape and Docupace desired...
interactions Process requests via Salesforce, Workflow and AOS Docupace Complete daily reports that support Document Processing...
) •Series 7 license (or willingness to obtain with firm support) •Series 66 or 63/65 •Experience with Ameritas Life, Docupace...
CRM, Redtail, Docupace, iRebal, Orion, DocuSign, HubSpot •Broker/Dealer and RIA dual-registration environments •Bulk...
and PowerPoint. MS Access a plus. Prior knowledge and experience with Netx360, Salesforce, Docupace, and Envestnet preferred...
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...