of clients and parties globally to provide efficient and effective Client Due Diligence (CDD) services to Firm Partners and local..., and Sanctions, utilizing several trusted industry sources (such as World-Check, D&B;, Hoovers, Lexis Nexis), providing a concise...
relationships with financial advisors and third party administrators. - Collaborate with the relationship management team to pursue... for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents...
and verbal. Excellent phone, email, and instant messaging communication skills. Solid organizational and time-management skills.... Strong interpersonal skills. Tech savvy & familiar with current technologies, like desktop sharing, cloud services, CRM, and VoIP...
? So are we! Don't worry if you don't check all the boxes – apply anyway! We're focused on hiring the right people, not just the "right... Do: As a Compliance Services Associate, you will be responsible for delivering tax compliance services to Managed Services clients...
, and ensuring their satisfaction with our products and services. You will serve as the main point of contact for clients... inquiries, requests, and concerns.Conduct regular check-ins and meetings with clients to assess satisfaction and gather feedback...
for someone with solid foundational project management skills who's ready to step up - bringing more structure, ownership, and strategic... campaign setup, approvals, QA processes, and performance check-ins Proactively identify blockers, propose solutions...
365 FO Development A good understanding of best practices including code management (i.e. source control) unit testing... methodologies and build processes Strong knowledge on X Good knowledge of Life Cycle Services (LCS) Experience in using Azure...
? So are we! Don't worry if you don't check all the boxes – apply anyway! We're focused on hiring the right people, not just the... while also collaborating effectively with team members. Strong time-management skills to balance multiple support cases with varying...
, Paid Media are responsible for independent paid social performance and client management on the most complex, strategic... client relationships through QBR development, and recurring check-ins with client contacts. Associate Directors, Paid Media...
? So are we! Don't worry if you don't check all the boxes – apply anyway! We're focused on hiring the right people, not just the... on best practices within Configuration Management Re-evaluate current Configuration Management practices to propose improvements...