Client Onboarding Coordinator

Job OverviewThe Operations Manager is responsible for leading the day-to-day execution of various teams, ensuring smooth operations and driving measurable outcomes. This role involves managing SLAs, building SOPs, streamlining cross-team handoffs, and owning quality and compliance.Key Responsibilities:Team Leadership & Scheduling: Manage pods across...

We simplify wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.Our approach to financial success is transparent, specializing in wealth creation, risk management, tax planning, and estate planning. We have a culture of trust, collaboration, and excellence certified as a Great Place to Work.The Role:We develop and manage...

Job Title: Accounting and Back Office Operations ExecutiveThis is a key role that plays a pivotal part in ensuring the smooth functioning of client accounts and back-office operations.Your responsibilities will encompass client onboarding, transaction management, trade settlements, accounting, and compliance with statutory...

Job Title: Office Coordinator Key Responsibilities:Create, verify and process invoices promptly and accurately.Resolve discrepancies in invoices and collaborate with internal teams/vendors to address queries.Maintain accurate records of invoices and ensure adherence to company policies and statutory requirements.Assist in preparing monthly invoicing reports...

We are seeking a highly skilled Customer Service Representative to provide exceptional support to our clients. This role requires strong communication skills, problem-solving abilities, and a customer-first mindset.Key Responsibilities:Act as the primary point of contact for client inquiries via phone, email, or other communication channels.Maintain positive...

We are seeking an individual to fill the role of HR Compliance Coordinator.This position requires strong organizational and detail-oriented skills, along with the ability to maintain accurate records and ensure compliance with relevant regulations.Key Responsibilities:Onboarding Support:Assist in the end-to-end onboarding of employees and contractors,...

Client Success ManagerThis role presents a fantastic opportunity for motivated professionals to gain hands-on experience in client management, business operations, and relationship development.Main Responsibilities:Assist in managing client accounts and ensuring customer satisfaction through effective communication and issue resolution.Collaborate with the...

Resource Liaison PositionWe are seeking a highly organized professional to serve as the primary point of contact between internal teams and management. This role requires strong attention to detail, excellent communication skills, and the ability to maintain accurate records.Key Responsibilities:Maintain and update resource databases to ensure accuracy,...

Job Overview:We are seeking a skilled professional to manage key client accounts across regions in collaboration with the Engagement Director.The successful candidate will have the ability to discover unmet needs or potential service gaps that could represent new opportunities by engaging with client stakeholders.To be considered for this role, you must have...

Job Title: Supply Chain CoordinatorWe are seeking a highly skilled and proactive Supply Chain Coordinator to manage vendor relationships, ensure timely supply of goods/services, and support smooth operational processes.The ideal candidate will have strong coordination skills, problem-solving ability, and the capability to work with cross-functional teams.Key...