Tangerine
The Specialist, Investments role at Tangerine focuses on processing and resolving customer financial transactions across various channels, requiring in-depth knowledge of investment products like TFSA, RIF, and RSPs. The position involves acting as a subject matter expert for mutual funds, managing daily account maintenance, and collaborating with internal and external teams to resolve complex client issues. This role demands efficiency in high-volume environments while contributing to departmental improvements and training initiatives.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Tangerine.