Client Financial Services Assistant

Seeking a skilled Accounting Professional to own end-to-end client relationships and deliver world-class financial services at scale.About the RoleAs an accounting expert, you will onboard and configure clients' finance solutions in our cutting-edge AI-powered platform, overseeing day-to-day bookkeeping and reconciliations. You'll prepare monthly, quarterly,...

Business Growth SpecialistWe are seeking a proactive business development professional with 3-6 years of experience to drive client acquisition in the financial services sector.Key Responsibilities:Outbound prospecting and managing a sales pipelineNurturing leads to offer accounting, bookkeeping, auditing, and taxation servicesBuilding relationships and...

Location: Rajouri Garden, New DehiType: Full-Time | On-SiteWelcome to Charlotte Cake Atelier – where art meets flavour Born in a home kitchen and grown into a boutique dessert brand, we create handcrafted cakes and confectionery goods that bring joy to every celebration. We're now looking for a Client Service & Admin Executive to be the heart of our daily...

Fixed Income Portfolio Manager RoleAbout the OpportunityWe are seeking a talented and motivated student intern to assist in fixed income portfolio management. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for banking.The selected candidate will be responsible for conducting financial analysis, developing...

Job Title: Taxation ManagerWe are seeking a seasoned professional to join our team as a Financial Services Tax Manager.The successful candidate will be responsible for:Conducting detailed reviews of complex financial services client returns, including hedge funds, private equity, and fund of funds, as well as blocker corporation returns and S-corporation...

About the Role:We're looking for a proactive and detail-oriented professional to lead our client-facing services. The ideal candidate should have 1–3 years of experience working in an advertising agency.Key Responsibilities:Brief and coordinate with internal teams to deliver high-quality campaignsDevelop strategic campaign approaches based on client...

Financial Planning ExpertThe role of a Financial Planning Expert involves providing personalized investment and financial planning services to clients. This position requires assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key Responsibilities:1....

Our team is dedicated to redefining the future of banking with innovative AI solutions. We leverage Generative AI technology to deliver hyper-personalized customer interactions across voice, chat, and employee-assisting solutions.Our mission is to make banking effortless, intelligent, and profitable by enhancing user experience while boosting revenue and...

Job Overview:">Financial Operations AssistantAs a key member of our financial operations team, you will play a vital role in maintaining the accuracy and efficiency of our invoicing processes.Your responsibilities will include preparing and issuing invoices to customers, meeting tight deadlines for delivery, entering invoices into customer portals,...

Please note: The salary range for this role is between Rs. 2,00,000/pa to Rs. 3,00,000/pa.We are a leading company in the Accounting and Financial Services sector with popular brands like Cleanslate, ZedPlus, AccountGlobal, and Brokers BackOffice.Cleanslate: We deliver bookkeeping, payroll processing, and tax-related services to small-to-medium-sized...