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QUALIFICATIONS, SKILLS, and COMPETENCIES Bachelor's degree in Finance or Accounting with 3-5 years of experience in a client finance role having regular exposure to financial concepts such as revenue recognition, invoicing, accounts payable/receivable.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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5 plus years experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships.
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Draft and negotiate client-facing contracts supporting multiple business lines including: prime brokerage, ISDA, OTC swaps documentation, securities lending, repurchase, foreign exchange and futures products.
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Our client is a U.S incorporated company with operations in 16 African countries and is one of the first to bring cryptocurrency and related financial infrastructure products and services to Africa.
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The KYC team is crucial in the onboarding of new customers and plays a key role in managing the non-financial risk of the current client portfolio. End-to-End responsible for the client experience during the onboarding and KYC review process: organize, set-up and maintain a regional structure (Americas) within the Front Office with the aim to govern and control KYC workload prioritization and client interactions.
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Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees.
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Financial Crime platforms includes the AML/BSA systems, Transaction Monitoring system, OFAC/Sanctions systems, and other tools. We are looking for an AML Model Validation Senior Manager to lead and execute model validation testing processes on systems which support Financial Crime programs.
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Our client is seeking an FIU Analyst to join their team. Proven experience in financial investigations, fraud detection, or a related field within the financial industry. As a Financial Investigations Analyst at, you will play a crucial role in safeguarding the organization against financial crimes and ensuring compliance with relevant regulations.
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The Desktop Support Engineer - Microsoft, Azure, O365 will provide desktop support and end-user server administration for all client issues while responding to Level 1 and 2 service tickets. ECI is the leading global provider of managed services, cybersecurity, and business transformation for mid-market financial services organizations across the globe.
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The CCO will serve as a member of the Executive Team, along with the Chief Financial Officer, Chief Operating Officer and Chief of Client Services. In collaboration with the VP, Financing, assess internal lending and portfolio management processes and systems, including software platforms used to managed pipeline and client relationships, conduct financial analysis, construction loan management, and loan servicing, among others and propose process improvements that will increase efficiency and effectiveness.
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Play a key role in the development of internal underwriting memo / credit applications and valuation materials for strategic transactions (acquisition financings, spin/split-off financing, M&A advisory), including financial analysis and transaction memoranda.
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Financial Reporting Compliance: Ensure Oracle Cloud RMC configuration aligns with SOX requirements for financial controls and reporting, with a focus on SoD-related areas. Training and Documentation: Develop user guides, training materials, and knowledge transfer plans to ensure effective client adoption of Oracle Cloud RMC's SoD-specific functionalities.
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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D365 F&O Financial Systems Analyst. A Robert Half client is looking to hire a full-time Finance Systems Analyst who is specialized in Microsoft Dynamics 365 F&O to join their team. D365 F&O Financial Systems Analyst.
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