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As a Servicing Travel Advisor III, you will serve as the primary point of contact for clients' travel needs, ensuring an efficient and satisfactory experience. Responsibilities include booking travel, resolving issues, managing vendor relationships, and utilizing travel management technology tools to optimize the travel process while maintaining high service quality.
The Vice President will manage state and local income tax compliance, including preparation and review of tax estimated payments and returns, develop tax filing positions, and provide support during audits. Responsibilities also include tracking legislation impacting the firm and contributing to industry groups.
The Client Onboarding Officer will manage the complete onboarding process for clients, ensuring compliance with Anti Money Laundering (AML) and Know Your Client (KYC) regulations. This role will require quality review of KYC records and act as a point of contact for related inquiries, requiring strong analytical, communication, and relationship-building skills.
