This role will require excellent organizational skills both by email and telephone, as well as great attention to detail whilst assisting the Financial…
The Onboarding Due Diligence Lead will be responsible for providing leadership and support to the Head of Onboarding on all Customer Due Diligence (CDD) matters…
Assist with implementing new and improved FP&A processes as well as stream line existing processes for efficiency. Must have knowledge of Excel/Google Sheets.
Reach-out to leads and prospects proactively; Use your personal network to attract new clients; Grow spend of returning clients;