Referso Jobs

High school degree, GED, or foreign equivalent
Nice to have: College degree or military equivalent
Nice to have: Experience adhering to banking policies, procedures, and regulatory requirements

Skills

sales experience in Retail Banking Financial Services establishing new clients deepening relationships delivering results communication skills

Fund Accountant

Prospex CRM · Posted Jun 3, 2026

Open

Philippines
₱100K–₱100K per month
5+ years

Apply with RefersoAI Apply on careers page

Associate, Fund Accountant

Compensation

Target Salary: Up to 100,000 PHP per month

Responsibilities

Exhibit the ability to work in a high energy environment supporting multiple clients simultaneously
Deliver exceptional client service through proactive communication with responsiveness, professionalism and tact
Demonstrate high-level knowledge of securities including equities, ETFs, swaps, options, fixed income, futures, foreign exchange – crypto a plus
Daily trade confirmation/settlement
Fails management

Requirements

Bachelor's Degree in Accounting/Finance/Business or equivalent certification in Philippines
CPA, equivalent accounting certification in Philippines

Skills

securities equities ETFs swaps options fixed income

Fund Accountant

Prospex CRM · Posted May 8, 2026

Open

Philippines
₱100K–₱100K per month
5+ years

Apply with RefersoAI Apply on careers page

Associate, Fund Accountant

Compensation

Target Salary: Up to 100,000 PHP per month

Responsibilities

Exhibit the ability to work in a high energy environment supporting multiple clients simultaneously.
Deliver exceptional client service through proactive communication with responsiveness, professionalism and tact.
Demonstrate high-level knowledge of securities including equities, ETFs, swaps, options, fixed income, futures, foreign exchange – crypto a plus
Daily trade confirmation/settlement
Fails management

Requirements

Bachelor's Degree in Accounting/Finance/Business or equivalent certification in Philippines
CPA, equivalent accounting certification in Philippines

Skills

securities knowledge trade confirmation P&L reconciliation corporate action processing cash reconciliation

Relationship Banker - (New Build) - Fort Dodge Branch - Fort Dodge, IA

JPMorgan Chase & Co. · Posted Nov 9, 2026

Open

Fort Dodge, Iowa, United States
On-site
Full-time · Entry
1+ years

Apply with RefersoAI Apply on careers page

Manage and grow client relationships in a Chase branch, providing banking solutions and customer service.

Responsibilities

Put clients first and exceed their expectations
Manage assigned clients and proactively meet with them, both in person and over the phone
Engage in clear, polite, consultative communication
Educate and connect clients to technology solutions
Learn products, services, and procedures quickly and accurately

Requirements

High school degree, GED, or foreign equivalent
College degree or military equivalent
Nice to have: College degree or military equivalent
Nice to have: Experience adhering to banking policies, procedures, and regulatory requirements

Skills

sales experience in Retail Banking Financial Services establishing new clients deepening relationships delivering results communication skills

Relationship Banker

JPMC Candidate Experience page · Posted Apr 3, 2026

Open

Kissimmee, Florida, United States
1+ years

Apply with RefersoAI Apply on careers page

Relationship Banker in a Chase Branch

Responsibilities

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.

Requirements

High school degree, GED, or foreign equivalent
Nice to have: College degree or military equivalent
Nice to have: Experience adhering to banking policies, procedures, and regulatory requirements

Skills

sales experience in Retail Banking

Internship - Data Protection (Legal & Compliance department)

Internship - Data Protection (Legal & Compliance department)

Responsibilities

Requirements

Skills

Relationship Banker – Fashion Park – Bilingual in English and Mandarin Required – Arcadia, CA

Responsibilities

Requirements

Skills

Fund Accountant

Compensation

Responsibilities

Requirements

Skills

Fund Accountant

Compensation

Responsibilities

Requirements

Skills

Relationship Banker - (New Build) - Fort Dodge Branch - Fort Dodge, IA

Responsibilities

Requirements

Skills

Relationship Banker

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Requirements

Skills

Benefits

Benefits

Risk parameters jobs

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Skills

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Responsibilities

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Skills

Compensation

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Skills

Responsibilities

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Skills

Responsibilities

Requirements

Skills

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Benefits