Service Advisor

Delivering top-notch customer service is a vital aspect of this role.About the Position:This exciting opportunity involves providing timely and accurate support to clients, adhering to established standardsYou will be responsible for promptly responding to queries from internal or external stakeholders via phone or email, ensuring seamless communicationThe...

Job Title: Senior Financial Planning ProfessionalWe are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term...

Imagine yourself as a key figure in shaping the future of financial services and insurance!As a senior professional, you will collaborate closely with prominent organizations to drive innovation and growth.Key Areas of Expertise:Property & Casualty Insurance: Commercial, Specialty, Personal LinesLife Insurance & Retirement Services: Annuities, 401(k),...

Strategic Risk AdvisorWe are seeking a highly skilled Strategic Risk Advisor to enhance our risk management capabilities and drive business growth.This critical role will lead the transformation of complex policies into actionable strategies, covering risk assessment, mitigation, and compliance.The successful candidate will play a key role in establishing...

Master's Degree Application Consultant RoleWe are a rapidly growing platform that connects students with current or past students at top universities worldwide.This role involves handling the end-to-end process for each student subscribing to our Undergraduate and Masters service offerings. This includes working with individual stakeholders on the...

Commercial Banking ExpertWe seek an accomplished expert in commercial banking to join our practice team. This individual will act as a solutions expert/advisor to internal and external stakeholders, providing strategic insights, process consulting, and domain expertise across commercial banking operations.Key Responsibilities:Act as a domain consultant and...

Global Wealth Management ProfessionalUnlock global investment opportunities with our platform, allowing retail investors to easily invest in mature markets.Our data-driven platform empowers you to make informed investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment...

We are seeking a dedicated professional to join our team in guiding students through the process of studying abroad.Job Role:The Education Abroad Counsellor will work closely with clients to provide expert guidance on various study destinations, admission processes, and visa requirements.Key Responsibilities:Provide counsel to students on education options...

Business Advisory AssistantYou will be part of a dynamic team advising companies on mergers, acquisitions, and business valuation.Maintaining complete client files and preparing management reportsFinalizing accounts and preparing financial statementsComputing income tax liability and preparing and filing income tax returnsAssisting in preparing financial...

Financial Services Professional OpportunityWe are seeking a skilled and experienced Financial Services Professional to join our Wealth Advisory team.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services, with focus on AUM growth and portfolio...