Exclusive Client Jobs in Usa
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Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.
Key responsibilities include, but are not limited to:
- Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
- Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
- Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
- Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
- Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
- Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
- Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.
The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role.
Additional specific qualifications include:
- 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
- Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
- Strong judgment and professionalism in working with senior executives and representing the firm externally.
- Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.
We offer a competitive compensation & benefits package:
- Competitive base salary and annual performance bonus.
- Flexible work environment.
- Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
- Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
- $200/month technology expense reimbursement.
While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.
Manager, Client Programs & Events
Hybrid | Palo Alto, CA
The Opportunity
A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).
This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.
The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.
Key Responsibilities
- Plan and execute in-person and virtual client programs, CLEs, and special events.
- Partner with business development teams, practice groups, and leadership to align events with client development goals.
- Manage event logistics including venues, vendors, contracts, and onsite execution.
- Develop event concepts, agendas, and programming to support business development initiatives.
- Prepare and manage event budgets, tracking costs and ensuring efficiency.
- Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
- Track and report event data and KPIs for leadership and practice initiatives.
- Ensure CLE and educational programs meet accreditation and compliance requirements.
- Mentor junior team members and foster a collaborative team environment.
- Monitor industry trends and emerging technologies to maintain innovative programs.
Qualifications
- Strong experience in event planning and client program management in professional services.
- Excellent interpersonal, communication, and project management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills, with discretion handling sensitive matters.
- Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
- Familiarity with legal industry business development practices is highly valued.
- Flexibility to travel and adjust work hours as needed.
Education & Experience
- Bachelor’s degree required
- Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.
If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.
This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.
You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.
This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.
Primary Responsibilities:
1. Financial Ownership & P&L Visibility (Primary)
You fully own day-to-day financial operations and clarity, including:
- End-to-end ownership of P&L accuracy and visibility
- Payroll execution and review
- Accounts payable and vendor payments
- Invoicing, accounts receivable, and payment follow-up
- Credit card and expense reconciliation
- Management of the accounting inbox and all financial communications
- Reducing outsourced accounting work by 80%+ through internal ownership
- Designing and enforcing clean, repeatable client onboarding and invoicing processes
- PO creation and follow-up to ensure engineering work starts without delay
The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.
2. Project Accounting, Forecasting & Cash Control
You ensure financial reality is always visible, current, and actionable.
This includes:
- Project-level financial tracking
- Revenue and cash flow forecasting
- Clear visibility into:
- When revenue is expected
- When cash is received
- Where timing, scope, or margin is drifting
- Surfacing risk early—before it becomes disruptive
- Providing clean inputs to support hiring, spending, and delivery decisions
This role exists to keep the business on offense, not reacting late.
3. Sales Execution Support & Revenue Operations
You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.
This includes:
- Owning inbound lead follow-up from website and HubSpot
- Prompt, professional calling and emailing of warm leads
- Ensuring every lead and deal has a clear next action
- Booking meetings without founder coordination
- Maintaining CRM discipline with zero stale deals
- Supporting phone and inbox management related to sales follow-up
- Coordinating with marketing, HubSpot workflows, and WordPress as needed
You are not the closer.
You ensure closers stay focused, prepared, and unblocked.
4. Client Experience & Professional Representation (Non-Negotiable)
You own the client journey from first contact through billing and project kickoff.
This includes:
- Managing onboarding from PO through project start
- Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
- Setting clear expectations around billing, milestones, and payment timing
- Acting as the primary point of contact for billing clarity and follow-through
- Ensuring a clean handoff from Sales to Engineering and Operations
This is a client-facing role.
Professionalism, clarity, confidence, and consistency are required.
Clients should consistently feel:
- Trust
- Control
- Competence
Every interaction matters.
Tools & Systems
- QuickBooks (P&L, invoicing, AP/AR, project accounting)
- HubSpot (CRM, pipelines, dashboards, follow-ups)
- Microsoft 365 (Outlook, Teams, OneDrive)
- ADP (Payroll – training provided)
- Calendly
- AI tools including ChatGPT, , Fireflies, and Zapier
Required Experience & Profile
This role is for someone with ownership-level experience, not support-only exposure.
Required:
- 2–10 years of experience in one or more of:
- Finance Operations
- Revenue Operations
- Accounting or Controller support
- Client Operations
- Sales Operations
- Experience working closely with a founder or senior executive
- Proven comfort owning money, follow-up, and decisions
- Hands-on experience with:
- Invoicing, AR, and AP
- Financial operations and reporting
- CRM systems (HubSpot preferred)
- Strong written and verbal communication
- Calm, professional presence in client and vendor conversations
- Ability to exercise judgment without constant escalation
Preferred:
- Degree in Business, Finance, Accounting, Operations, or related field
- Experience in manufacturing, engineering, or project-based businesses
- Experience representing a company in financial or client-facing discussions
What This Role Is Not
- Not an administrative-only role
- Not calendar management as a primary function
- Not a “wait for instructions” position
This role requires ownership, discretion, and polish.
Success Looks Like
- The founder trusts the numbers without hesitation
- Financial risk is visible early
- Clients experience clean, professional follow-through
- Sales momentum is supported without founder involvement
- The business runs cleaner, calmer, and faster
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr
Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.
About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
- Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
- Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
- Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
- Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
- Cash handling and end-of-day financial reconciliation
- $17 - $20 pending experience & skillset
- 3/12 or 4/10 shifts available
- Overnight Shift Differential: $3/hr
- 4 X 10 hour shifts
- Various shifts available. Apply to learn more!
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
- We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
- We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
- We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
- Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
- Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
- Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
- Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.
From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role. Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.
We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.
Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
- 401(k) with matching contributions
- Health, dental, and vision insurance
- Life insurance coverage
- Paid time off (PTO) for work-life balance
- Flexible scheduling options
- Employee discounts on veterinary services
- Professional development assistance and ongoing training
- License reimbursement
For more information about our hospital, please visit Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees. The team can provide more information about compensation and benefits for your specific location during the process. For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
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Compensation details: 17-20 Hourly Wage
PI2fafc07e32c1-3631
Location NYC The Opportunity We are seeking a Specialist, Client Programs and Events to join the firm.
Within this position, you will be responsible for the comprehensive planning, coordination, and execution of client-facing events that support the Firm???s business development and marketing objectives.
These events include CLE seminars and webinars, receptions, dinners, and other high-profile functions.
Reporting to the Assistant Director of Client Programs and Events, the Specialist works as part of the global events team and collaborates closely with business development team, practice groups, partners and other administrative departments to ensure the seamless delivery of events of all sizes.
This position will be based in our New York office and has a hybrid in-office/remote working schedule.
Please note that the firm will not sponsor applicants for work visas for this position.
Handles the planning, coordination and execution of client-facing events, including CLE programs, seminars, webinars, and special events such as dinners, receptions and other interactive client engagement events.
Ensures all event details are executed to the highest standard, reflecting the Firm's brand and client service values.
Collaborates closely with the Business Development teams, practice groups, and partners to align event strategies with practice-specific and Firmwide goals.
Works as a collaborative member of the global client events team, supporting events in other offices as needed.
Partners with Business Development teams to identify target audiences and support BD initiatives to maximize ROI.
Ensures compliance with MCLE accreditation standards across relevant jurisdictions for CLE and educational programming.
Builds and helps maintain accurate invitation and attendee lists in the firm's CRM, ensuring data integrity.
Tracks event-related activities in Firm databases, aggregate and analyze data for reporting, and provide post-event analysis and recommendations for improvement.
Researches and maintains up-to-date intelligence on venues, restaurants and vendors.
Coordinates logistics such as catering, audio-visual requirements, and on-site or virtual event support.
Handles contract review and negotiations.
Develops detailed cost estimates for a variety of event types, leveraging market knowledge to ensure accuracy and value; monitors and maintains event budgets throughout the planning and execution process.
Presents event concepts and recommendations to stakeholders, tailoring proposals to event objectives and suggesting enhancements to create exceptional client experiences.
Manages Firm resources responsibly and in accordance with policies and procedures.
Stays informed of industry trends, competitor activities, and emerging event technologies to support innovative and effective event delivery.
Contributes ideas for process improvements and best practices within the events team.
Demonstrates exceptional interpersonal, written, and verbal communication skills to facilitate effective work relationships.
Supports the professional development of colleagues by sharing knowledge and best practices.
Maintains composure and problem-solving skills when unexpected challenges arise during events.
Performs other related duties as assigned to support the Firm???s business development and marketing initiatives.
Qualifications Proficient in relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Strong interpersonal and communication skills, with the ability to synthesize and convey information effectively in writing and verbally Demonstrates exceptional close attention to detail Solution-oriented, excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Knowledge of Firm practice areas Familiarity with CRM systems and database management Excellent proofreading skills Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years related experience in a professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details $100,000
- $110,000
Manager Client Programs & Events
New York City (Hybrid – 3 days in office, flexibility required for events)
We are seeking an experienced Manager, Client Programs & Events to lead the planning and execution of high-impact in-person and virtual client events.
This role will oversee a wide range of programs including CLE seminars, webinars, client dinners, receptions, and strategic marketing initiatives that support business development and client engagement.
This is a highly visible role working closely with senior stakeholders, practice groups, and a global events team to deliver exceptional client experiences.
Key Responsibilities:
- Lead end-to-end planning and execution of client programs and events, including large-scale and CLE programming.
- Partner with business development teams, practice groups, and senior leadership to align events with strategic goals.
- Manage event logistics including venues, vendors, contracts, budgets, and on-site execution.
- Develop innovative event concepts and agendas aligned with business priorities.
- Provide strategic guidance to stakeholders throughout the event lifecycle.
- Conduct post-event analysis, ROI tracking, and reporting.
- Ensure compliance with MCLE accreditation standards.
- Mentor and support junior team members.
- Monitor industry trends and emerging event technologies.
Qualifications:
- Bachelor’s degree required.
- Minimum of 7 years of experience in a Large Law firm environment.
- Law firm experience required.
- Strong project management, organizational, and communication skills.
- Experience managing complex, high-profile events.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience with CRM/databases (InterAction is a plus).
- Flexibility to travel and adjust hours based on business needs.
This is an exciting opportunity for a strategic, hands-on events leader who enjoys working in a collaborative, high-performance environment and delivering best-in-class client experiences.
Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don’t go as planned. We are not just here to respond quickly; we are here to help clients and designers feel understood, supported, and taken care of.
As a Client Concierge Specialist, you’ll be the first point of contact for many of our clients and designers. You’ll bring warmth, clarity, and steady judgment to every interaction—making it easy for clients to get help, and ensuring requests land with the right owner quickly and cleanly. You’ll run our real-time channels, triage inbound volume, and resolve a defined set of requests while knowing when to escalate.
This is a highly dynamic and cross-functional role that will gain visibility into the inner workings of a high growth luxury brand. Our goal is for this position to develop a deep understanding of Maiden Home products, materials and craftsmanship and use that knowledge to advance into a more specialized Advisory position over time.
What You’ll Do
- Manage all live client communication channels in real time, including phone and chat.
- Own a defined subset of inbound requests including: 1) Care and maintenance guidance 2) Material and finish questions 3) Simple product and specification clarifications.
- Deliver a calm, confident, hospitality-forward experience, even when issues are heightened and/or complex.
- Triage all inbound emails quickly and accurately, categorizing and routing according to team processes and workflows.
- Apply fast pattern recognition to identify what kind of request it is, what information is missing, and what the next best step should be.
- Provide accurate, brand-appropriate guidance while maintaining a high bar for tone and clarity.
- Know when not to answer—escalating questions that require deeper product expertise, exceptions, or sensitive handling.
- Over time, develop a deep understanding of Maiden Home products, materials and craftsmanship
What We’re Looking For
- 2–4 years of total professional experience, ideally in a client-facing service environment in any of the following industries: Hospitality: hotel front desk, concierge, guest relations / Luxury retail: sales associate, clienteling roles / Premium DTC customer experience (not call centers) / Membership-based services (clubs, wellness, travel)
- A warm, steady voice—both spoken and written; you can communicate with clarity under pressure.
- Strong pattern recognition and triage instincts: you quickly identify what a client is asking for and what should happen next.
- Comfort saying “I’ll take care of this” and owning the experience—without needing to personally solve every issue.
- Excellent judgment about when not to answer, and when to escalate.
- High attention to detail, strong follow-through, and the ability to work calmly in a high-volume environment.
The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand.
Job Responsibilities
Sale
- Achieve personal sales goals
- Educate clients with company history and the most current product knowledge
- Keep an active client book to cultivate new/existing client relationships
- Support team members to achieve store sales goals
- Always present yourself in a friendly and professional manner
- Ensure prompt follow up with client purchases, repairs and inquires
- Provide the best experience for customers by continuously building knowledge of company history, new product and competitors
- Understanding of store POS system
- Opens and closes the register
- Process payment/return of merchandise
- Conduct inventory counts and adheres to company loss prevention policy
- Maintain/execute store merchandising standards
- Maintain store readiness and housekeeping duties
- High school Diploma or equivalent
- Luxury sales experience ideal
- Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books
- Professional presentation, excellent communication skills both verbal and written
- Excellent problem-solving skills, positive attitude, team player
- Ideal candidate has knowledge of fashion, design trends and love of travel
- Ability to work varied hours/days, including nights, weekends and holidays
- Must be able to lift large boxes up to 20lbs repeatedly
Our client, a luxury fashion brand, is seeking a Luxury Client Service Advisor to join their office in Central New Jersey. Candidates should have a passion for client service, and experience engaging with clients remotely. In this role, you’ll create exceptional experiences for clients, build lasting relationships, and inspire brand loyalty while driving business results.
Job Responsibilities
- Deliver an elevated client experience through warm, professional, and personalized service
- Provide full-spectrum customer support via email and phone
- Facilitate online sales, deliveries, returns, and provide timely information to clients
- Coordinate with physical stores to ensure optimal customer experience
- Additional duties as needed and assigned
Role Qualifications
- 3+ years of experience in luxury brands or client-facing roles
- High school diploma or equivalent
- Strong communication skills and ability to connect with individuals quickly and meaningfully
- Team-oriented mindset with excellent problem-solving and multitasking abilities
- Flexible schedule, including evenings, weekends, and holidays
- Foreign language skills are a plus
Salary: $30/hr
The description above is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, and qualifications required.
While PCG appreciates all applicants, only those qualified will be contacted. Thank you for your application. We look forward to hearing from you!
If you believe you are a great candidate for this position, and the salary listed does not meet your expectations, we would still love to speak to you! PCG, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. PCG and our clients may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. This role may also be eligible for additional compensation including incentive pay, discretionary bonuses, and a comprehensive benefits package, details of which will be provided during the hiring process.
Pyramid Consulting Group, LLC is an Equal Opportunity Employer that takes pride in a diverse environment. We provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, marital or veteran status, disability, genetic information, or any other protected status under applicable law.
We will provide reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation during the application or hiring process, please contact
For positions subject to “Fair Chance” laws (including but not limited to California, Colorado, New York City, Los Angeles, and other jurisdictions), PCG will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.
Please refer to our website: for access to our Right to Work and E-Verify.
Our client is seeking a Client Onboarding Specialist to join their team, which provides technology and solutions that help financial institutions manage regulatory risk, maintain accurate client data, and streamline compliance processes. This role will work closely with internal teams and external clients to support onboarding workflows, manage regulatory documentation, and improve operational processes.
Responsibilities:
- Manage multiple client onboarding requests while ensuring timely completion of deliverables
- Interpret and review financial and legal entity documentation as part of onboarding and regulatory requirements
- Partner with cross-functional teams and third-party vendors to support onboarding processes
- Prepare project trackers and lead client meetings to provide updates on progress and milestones
- Identify process gaps and recommend improvements to enhance efficiency
- Build and maintain strong relationships with clients, partners, and internal stakeholders
- Support the implementation of new workflows and regulatory requirements
Qualifications:
- 1–3 years of experience in client onboarding, regulatory compliance, or financial services operations
- Familiarity with KYC documentation and onboarding processes
- Exposure to derivatives trading is a plus
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and presentation abilities
- Proficiency in Microsoft Office, particularly Excel
- Ability to manage multiple priorities in a fast-paced environment
