Financial Client Servicer

Client Service AssociateJob Description:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team. The successful candidate will have the opportunity to gain hands-on experience in client servicing and wealth management.Key Responsibilities:Assist with client onboarding, documentation processes and support customer...

We are a global leader in providing comprehensive bookkeeping, taxation, and financial services. Our mission is to offer top-tier services to our clients, especially in the Australian market.The role of Junior Taxation and Bookkeeping Associate is key to delivering high-quality services to our clients. As a member of our team, you will assist in preparation...

Business Development Opportunities in Financial ServicesKey Responsibilities:Build strong partnerships with wealth managers, IFAs & institutions.Work across investment products, startup funding and estate planning.Contribute to deal structuring, market strategy and client servicing.Represent the company at key industry events and networking forums.The ideal...

Job Opportunity:We are seeking a highly skilled and client-focused Equity Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products. The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to...

Job Title: Finance Operations LeaderWe are seeking an experienced finance operations professional to lead a multi-location delivery team. The ideal candidate will be responsible for managing end-to-end service delivery across various financial and accounting processes.Manage delivery of F&A services across multiple locations.Lead a team of professionals to...

Job Title: Client Servicing AssociateWe are seeking a highly skilled and experienced professional to join our team as a Client Servicing Associate. This is an exciting opportunity for a motivated individual who is passionate about delivering exceptional client service and driving business growth.The ideal candidate will have a proven track record of building...

Financial Services Taxation ManagerWe are seeking a highly skilled and experienced taxation professional to join our team in a key role.About the RoleThe successful candidate will be responsible for reviewing and analyzing complex financial services client returns, including Hedge Funds, Private Equity, and Fund of Funds.Review and AnalysisInternational...

Job Title: Customer Support SpecialistRole Overview:As a dedicated customer support specialist, you will be the primary point of contact for our valued clients. Your role involves providing timely and responsive support via telephone and email to ensure their satisfaction and loyalty.Key Responsibilities:Deliver exceptional customer service through engaging...

Business Development ProfessionalWe are seeking a highly skilled Business Development Professional to spearhead our sales efforts in the banking and financial services sector.Key Responsibilities:Establish strong relationships with key stakeholders to drive business growth.Assume full accountability for all aspects of sales and customer engagement within...

Job Title: Financial Services SpecialistThis role involves managing day-to-day accounting functions, maintaining accurate financial records, preparing reports, and ensuring compliance with taxation laws.The ideal candidate should have hands-on experience in accounting, proficiency in Tally ERP for accounting, invoicing, and compliance, and a solid...