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PageGroup changes lives for people through creating opportunity to reach potential.
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We are seeking a diligent Client Service Associate in the Financial Services sector who thrives in delivering exceptional customer service and has a keen understanding of the wealth management industry.
The USWA RFP Writer will support our client's retail executive team by coordinating and completing RFPs and DDQs for U.S. retail separately managed accounts (SMAs) and model portfolios. The role requires strong collaboration, communication, and writing skills to deliver high-quality, client-focused responses in a fast-paced, deadline-driven environment.
Boston based Single Family Office seeks Portfolio Manager to join their growing investment team.
Seeking a Middle Office Associate with a strong background in buyside Financial Services to join our team. The successful candidate will play a crucial role in day-to-day operations and trade management.
The KYC Analyst will manage client onboarding and due diligence processes for our client, ensuring compliance with internal KYC/AML policies and regulations. The role involves reviewing client documentation, performing screenings, escalating risks, and contributing to process improvements to ensure efficient and accurate KYC case management.
This position requires a candidate with a strong understanding of financial risk and control measures, capable of maintaining and enhancing risk management frameworks in the financial services industry.
Join the growing Front Office Risk and Control group and engage in a wide scope of risk management functions for the firm. Responsibilities include operational risk management functions, governance, market risk and reporting.
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