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As a KYC Specialist, you'll review and process KYC documents, perform data entry of customer information, and provide customer service to internal and external clients. You'll work in a fast-paced environment, ensuring accuracy and timely communication with global support teams.
The Manager will oversee client relationships, ensuring high-quality service and managing a client service team. Responsibilities include reviewing accounting records, financial statements, SBA compliance, capital call calculations, and team development. The role entails daily interactions with clients and internal teams, ensuring all deliverables are met.
The Search Marketing Manager will lead a team to develop and execute integrated B2B search marketing strategies focusing on SEO, PPC, and CRO. This role involves providing thought leadership, overseeing optimization initiatives, driving performance through analytics, and adapting strategies to changes in search technology, including generative AI.
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As an Intake Document Processor, you'll review and process legal documents, manage data entry of customer information, fulfill customer orders across jurisdictions, solve problems related to documentation, and provide excellent customer service.
As a Client Service Representative, you'll manage client relationships, analyze legal documents, fulfill customer requests, provide excellent service, and recommend process improvements. You'll need strong research and computer skills to navigate databases effectively and maintain client portfolios.
As a Client Service Representative, you will provide exceptional customer service by handling inbound/outbound calls, responding to inquiries, managing customer portfolios, and suggesting process improvements. You will work collaboratively with clients and teams to ensure their needs are met efficiently and effectively.
The Senior Technical Accountant will ensure compliance with US GAAP and international accounting standards, draft global policy documents, oversee financial statement accuracy, guide complex transactions, and collaborate closely with cross-functional teams. Responsibilities include reviewing financial processes and supporting audits while implementing effective accounting policies.
The Fund Accounting Manager will manage multiple client relationships, oversee fund administration services, review financial records, and lead a client service team. They must have a BS Degree in Accounting, experience in Private Equity accounting, knowledge of US GAAP, advanced Excel skills, and the ability to lead and manage a team effectively.
The Tax Technology Leader will manage tax technology integration with core accounting systems while ensuring efficiency, controls, and risk management. They will collaborate with various teams and oversee company-wide technology initiatives. Responsibilities include automating processes, tracking project timelines, and maintaining documentation and compliance.
The Team Leader of Client Service is responsible for leading a team of Client Service Representatives to ensure excellent client service while managing corporate transaction filings. This role includes supervising staff, setting goals, monitoring performance, handling customer escalations, and developing team members.
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