Paraplanner

Location: Buffalo Grove, IL – Fully On-site

Experience Level: Associate to Mid-Senior (3–5 Years Preferred)

Industry: Financial Services

Visa Sponsorship: Not available for this position.

Our firm has been retained by an established financial services practice to find a dedicated and detail-oriented Paraplanner. This role is ideal for a professional who enjoys the "behind-the-scenes" work of financial planning—building robust plans using a proprietary Excel-based system and managing the critical workflows that follow client meetings.

This position is a perfect fit for an experienced Paraplanner or a Financial Advisor/Planner who wishes to step away from the client-facing sales cycle and transition into a role focused entirely on the technical and administrative side of wealth management.

Key Responsibilities:

About Octopus by RTG

Octopus by RTG is the tech hiring and outsourcing arm of Robusta Technology Group, dedicated to connecting exceptional tech talent with top-tier organizations across the MENA, GCC, Europe, the US, and Canada. We specialize in building strong, long-term partnerships between skilled professionals and innovative companies. Our mission is to empower growth, innovation, and excellence by matching the right talent with the right opportunities.

Key Responsibilities

• Lead and support customer journey mapping exercises for a financial services client.
• Collaborate with senior stakeholders to gather, analyze, and document business and user requirements.
• Translate business needs into clear functional requirements and actionable insights.
• Work closely with CRM and Martech teams to align business objectives with technical capabilities.
• Support workshops, stakeholder interviews, and documentation efforts throughout the engagement.

Requirements

Experience

• 5–7 years of solid, relevant experience as a Business Analyst.

Industry Knowledge

• Strong familiarity with the financial services industry.

Technical Exposure

Mercier Consultancy MD is excited to present an excellent opportunity for German Speaking Customer Service Representatives for an Online Bank, with the opportunity to work in Greece. This role is designed for individuals who are enthusiastic about banking services and committed to delivering exceptional customer support. As a representative, you will assist clients in German, addressing their inquiries related to online banking products and services.

Key Responsibilities

• Manage customer inquiries regarding online banking services, account management, and transactions via phone, email, and chat in German.
• Provide clear and accurate information about banking products, fees, and remote banking options.
• Assist customers with troubleshooting technical issues related to the online banking platform.
• Resolve customer complaints and queries effectively, ensuring a high level of satisfaction.
• Document all customer interactions in the CRM system for record-keeping and follow-up.
• Work closely with banking staff and departments to enhance service delivery and customer experience.
• Stay informed about financial regulations and updates in the banking industry to provide relevant advice.

Requirements

Who we are:

Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. 

Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. 

We are small enough that you can make an impact within the company and large enough to make an impact in the market.

Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

The Director of Cybersecurity & Information Security will provide specialized expertise and guidance on assessing risks, monitoring risks, identifying potential gaps, and providing security solutions to mitigate risks and protect Financeit in Canada and in the US. The position actively interacts with business management, Legal and Compliance, Operations, Information Technology, other control functions, and regulators.  

This position will report to the Chief Compliance Officer.

What you’ll do:

Mercier Consultancy MD is excited to offer a position for a German Speaking Customer Care Specialist focusing on Digital Payments! This role provides a wonderful opportunity to support German-speaking customers in the fast-evolving sector of digital finance, all while enjoying the beautiful backdrop of Greece. If you are passionate about customer service and the digital payment landscape, we invite you to join our dynamic team!

Key Responsibilities

• Deliver high-quality customer support in German through various channels, including phone, email, and live chat for digital payment inquiries.
• Assist customers with transaction issues, account inquiries, and troubleshooting related to digital payment services.
• Collaborate with cross-functional teams to resolve complex issues effectively and ensure an excellent customer experience.
• Document customer interactions and maintain accurate records in our CRM system.
• Analyze customer feedback to identify trends and propose actionable improvements in service delivery.
• Stay informed about industry trends, payment technologies, and company policies to provide the best assistance to customers.

Requirements

Join Mercier Consultancy MD as a German Speaking Client Support Representative in the finance sector, with the exciting opportunity to work in Greece, complete with paid relocation! In this vital role, you will assist German-speaking clients with their financial inquiries, providing them with the highest level of support and ensuring their needs are met. This position is perfect for those looking to enhance their career in a vibrant country while contributing to a dynamic team.

Key Responsibilities

• Provide top-notch support to German-speaking clients on financial inquiries via phone, email, and chat.
• Assist clients with account management, transaction processes, and product-related questions accurately and efficiently.
• Troubleshoot and resolve client issues promptly to ensure exceptional service delivery.
• Document all client interactions and maintain accurate records in our CRM system for tracking and improvement purposes.
• Collaborate with cross-functional teams to enhance client experiences and streamline service processes.
• Stay up-to-date with financial products, market trends, and regulatory changes to provide informed assistance.

Requirements

Mercier Consultancy MD is thrilled to offer a unique opportunity for Danish Speaking Customer Service Representatives at a dynamic FinTech Company, with the chance to work in beautiful Greece. This role is ideal for individuals passionate about both finance and technology, dedicated to providing excellent support to customers. As a representative, you will assist clients in Danish, addressing their inquiries and ensuring a smooth customer experience.

Key Responsibilities

• Handle customer inquiries related to financial products, services, and account management via phone, email, and chat in Danish.
• Provide detailed information on FinTech solutions, fees, and features to help customers navigate their options.
• Assist customers with troubleshooting issues related to online banking and financial transactions.
• Resolve customer queries and complaints promptly, maintaining a high level of satisfaction.
• Document all customer interactions and feedback in the CRM system for accurate tracking.
• Collaborate with internal teams to improve customer service delivery and address client needs efficiently.
• Stay informed about FinTech trends and regulations to provide up-to-date information to customers.

Requirements

Mercier Consultancy MD is excited to present an amazing opportunity for Dutch Speaking Customer Service Representatives at a prestigious FinTech Company, based in the beautiful surroundings of Greece. This role is ideal for individuals who are passionate about financial technology and dedicated to providing exceptional customer support. As a representative, you will assist clients in Dutch, addressing their inquiries and ensuring a seamless experience with the company's services.

Key Responsibilities

• Handle customer inquiries related to FinTech services, account management, and financial transactions via phone, email, and chat in Dutch.
• Provide accurate information about financial products, pricing, and features available to customers.
• Assist customers with technical issues related to the FinTech platform and ensure effective resolutions.
• Resolve customer complaints efficiently, ensuring high levels of satisfaction and loyalty.
• Document all customer interactions in the CRM system for accurate record-keeping and follow-up.
• Work collaboratively with the finance and technical teams to improve service delivery.
• Stay informed about industry trends and regulatory changes to ensure compliance and provide relevant advice.

Requirements

Who are we?

SupportYourApp is a global Support-as-a-Service leader, partnering with tech companies and industry leaders like MasterCard, Calm and MacPaw in 30+ countries since 2010 to deliver secure customer and technical support. We operate globally, supporting clients in 60 languages across diverse industries. So what if you had a chance to be a part of the world’s leading SaaS, software, or hardware solutions?

Join our community as a Chat Support Consultant today and thrive in a multicultural and multilingual environment while enjoying your home office. Unlock your potential by mastering new skills and achieving challenging goals in cooperation with our People First management approach. Excited? Let’s see what it takes.

What you will do:

Tiger Analytics is an advanced analytics consulting firm recognized for our deep expertise in Data Science, Machine Learning, and AI. Our partnerships with Fortune 100 companies enable us to tackle complex business challenges and drive value through innovative analytical solutions.

We are looking for an experienced AI Product Manager to lead the strategy, development, and go-to-market execution of AI-driven products within the BFS domain. This role requires strong product ownership, stakeholder management, and hands-on collaboration with engineering and analytics teams.

Responsibilities-

• Own and execute the product vision, strategy, and roadmap for AI-enabled solutions.
• Define ‘what’ and ‘why’ the platform should build, and what business and user problems it will solve
• Define and track product OKRs and KPIs, and drive the team to achieve them
• Drive GTM (go to market) excitement and awareness of our platform across all enterprise teams at RBC
• Collaborate closely with engineering and data science teams to build, validate, and showcase POCs and demos.
• Translate business problems into clear product requirements and user stories.
• Communicate product strategy, progress, and outcomes to senior leadership and key stakeholders.
• Ensure products align with BFS regulatory, compliance, and risk considerations.

Requirements