Data Management Associate
Top-Tier Investment Bank in Midtown, Manhattan is seeking a Business Intelligence Data Associate to join their growing team! Responsibilities: Lead all aspects of data management including ensuring data integrity of client records CRM and internal Data warehouse Support data-driven decisions as in-house expert for data mining, data processing, manipulation, analysis and presentation Monitor daily…
KYC Senior Associate
A top-tier Investment Bank in Midtown is looking for a permanent KYC Senior Associate! Responsibilities: Ensure KYC documentation added to the KYC source systems is accurate and complete Drive key relationships with the business and clients, including acting as Single Point of Contact for KYC Liaise with Sales, Bankers, Relationship Managers and client directly to…
Sales Director
Exciting and growing Fintech company is seeking an Enterprise Sales Director to join their growing enterprise business! Responsibilities: Create, nurture and close opportunities with new and existing clientele Complete RFPs for prospective customers Develop sales territory within a wide range targeted organizations Manage all sales pipelines in Salesforce Forecast sales revenue potential in territory…
Enterprise Relationship Manager
Exciting and growing Fintech company is seeking a Relationship/ Account Manager to join their growing enterprise business! Responsibilities Create, nurture and close opportunities with new and existing clientele Complete RFPs for existing customers Establishing and maintaining solid relationships with business stakeholders on the accounts Conduct business reviews with senior stakeholders to ensure maximum ROI…
KYC AVP
Top-Tier Bank is seeking a permanent KYC AVP! Responsibilities: Use strong communication skills (verbal and written) in order to on-board new clients to the bank and perform the necessary due diligence to ensure that potential new clients meet all the current KYC (Know Your Client) and AML (Anti Money Laundering) requirements, including OFAC/World Check Screening;…
KYC Periodic Review VP
Responsibilities: Responsible for full-cycle onboarding of new clients Responsible for collecting and review of AML and KYC documents in accordance with the current procedures Screen potential PEPs and sanctions alerts including negative news Analyze various account documents regarding clients Complete KYC for all new and existing clients Escalate risks and further Enhanced Due Diligence …
Entry Level (Graduate Trainee) Relationship Manager
Bank in New York City is seeking an Entry-Level candidate for a Loan Operations position! This person must be fluent in Mandarin. Description: Loan & Credit Operations Build relationships with the firm's clients Working with various operations and reconciliations functions Qualifications: Bachelor's Degree is required (Finance or business is highly preferred) 0-2 years experience working…
Receptionist
Top-Tier Investment Management Fund in Midtown, Manhattan is seeking a Receptionist / Administrative Assistant for a permanent position! Responsibilities: Answer calls and direct the caller to the appropriate employee. Greet and direct visitors to conference rooms and inform the appropriate employee of the visitor’s arrival in a timely manner. Assist the executive assistants with setting…
Accounting Manager
Top-Tier Family Office in Midtown, Manhattan is seeking an Accounting Manager! Looking for someone who knows how to book transferred assets and who is tech savvy (VBA/Macros, etc.) Will also be reporting on net worth, cash flows, expenses, financial reports for high-net worth individuals Strong experience working with LLCs and Trusts Must have experience working…
Senior Auditor
An established full service Accounting firm is seeking an Audit Manager! Responsibilities Oversee engagements in various industries Manage budgets for all engagements Effectively manage team members and communicate progress with Partners Provide excellent client experiences through active communication and effective execution of assignments Manage firm risk on audits and proposals Collaborate with Directors and…