2 relationship banker jobs found

Financial Controller A BIT ABOUT FLOCK At Flock we do insurance very differently. We're nearing 1 billion connected, insured miles. Meaning our real-time, data-driven approach enables us to price connected vehicle insurance and assess risk better than ever before, giving fleet owners the insights they need to improve safety. We dont just pay claims; we help our customers prevent them. We now insure hundreds of fleets in the UK, including the likes of Amazon, DPD, Uber and Bolt. We've now raised over 50M and our goal is to become the leading insurance company for connected and autonomous vehicles, and we're building a world-class team to help us get there. THE ROLE We are looking for an ambitious, high-achieving hands-on Financial Controller to take ownership of our core accounting and financial control processes, and to drive improvements across the finance function. Reporting directly into the VP of Finance, this is a career-defining opportunity to play a pivotal role in...

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...