Financial Services Professional

Job OverviewWe are seeking a skilled professional to implement Salesforce Financial Services Cloud, a cutting-edge solution for the financial services industry.Key Responsibilities:Configure the Salesforce FSC platform in alignment with business requirements to support Life and Voluntary Benefits services.Balance custom solutions with out-of-the-box...

High Net Worth Tax Services SpecialistWe are seeking a detail-oriented and organized individual to fill the role of High Net Worth Tax Services Specialist.Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations to provide tax services.Prepare complex returns for high net worth individuals, including Form 1040,...

Job Title: Institutional Investment Operations SpecialistJob SummaryThis role involves working in institutional investment operations, supporting the delivery of financial services to clients.Key Responsibilities:Maintain knowledge of departmental and industry-specific processes and procedures.Develop a deep understanding of reference data hierarchy and...

A successful Home Care Services professional is sought after to contribute to the financial growth and stability of our organization.Processing account requisitions, maintaining accurate records, and ensuring timely payments.Providing fiscal guidance to internal departments to optimize operational efficiency.Accurately managing account ledgers, generating...

Job TitleWe are seeking a senior professional to join our financial services practice. The role involves managing client engagements, delivering high-quality advisory projects, and supporting business growth through strong relationships and leadership.Client Engagement & Delivery: Execute day-to-day client engagements with high-quality deliverables across...

Job Opportunity">We are seeking an experienced professional to join our team as a Financial Services Executive.The ideal candidate will have a strong understanding of the financial services industry and be able to effectively communicate with clients.This role will involve identifying and empanelling independent financial distributors, training them on our...

Customer Engagement RepresentativeOur organization is seeking a highly skilled Customer Engagement Representative to join our team. The successful candidate will be responsible for understanding the needs of customers and recommending suitable financial products that meet their eligibility criteria.Key Responsibilities:• Understand customer needs and...

Senior Audit ProfessionalAt our company, you will be part of a diverse team of talented audit professionals working on various projects and engagements. Your role will involve designing and executing audit procedures based on the client's business, risks it faces, and internal control processes.Plan, execute and monitor audit engagements.Prepare work papers...

Key Roles and ResponsibilitiesWe are seeking a skilled Portfolio Manager to lead the management of high net worth individual portfolios. The successful candidate will be responsible for acquiring, enhancing, deepening and retaining client relationships.Main Responsibilities:Generating Revenue:Promote mutual funds (MF), portfolio management services (PMS) and...

IT Service Delivery ManagerJob Summary:We are seeking an experienced IT service delivery manager to oversee the efficient and effective delivery of IT services to our organization.Key Responsibilities:Develop and implement IT service delivery strategies that align with business objectives.Partner with senior stakeholders and business partners to ensure...