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My client is seeking an individual with a background in Accounting that is keen to advance their skills and develop in the profession by working across their Corporate Accounting Policy and Reporting teams.
This will be the most senior finance individual in the US, with the opportunity to grow into the CFO role as the company grows in the US. The person will be involved in setting up the US bank from a finance and controls perspective, along with other senior stakeholders.
Back office Operations group hiring for an Operations Associate to support trade clearance, onboarding, and account requests.
The Investor Services Associate will be responsible for managing the day to day operational investor onboarding and data management process as well as providing excellent customer service.
This role will primarily focus on managing investor data within the CRM (Salesforce), handling investor onboarding processes, and responding to investor inquiries. The ideal candidate will have extensive experience in the financial services industry, particularly in sales operations, metrics/reporting, or investor onboarding, and must be proficient in Salesforce.
This is a 8-month contract within Midtown NYC that is currently on a hybrid work schedule. This consultant will be brought onto the KYC team that is responsible for assisting the on boarding of new clients
The Client Onboarding Consultant manages end-to-end onboarding processes, ensuring timely and compliant onboarding of new clients by composing KYC packages, conducting due diligence, and liaising with various internal departments. This role requires 3-5 years of experience, strong attention to detail, analytical skills, and excellent communication abilities.
Commercial real estate development firm seeks Vice President of Asset Management to join their growing firm in Boston, MA.
Join a strong team of compliance professionals at a long established New York Bank in a strategic regulatory buildout.
Seeking an Operations Associate to support Clients Advisory, Operations and Investor Relations.
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