Accounting Manager

• Manage multiple client relationships ensuring superior client service with their client service team members
• Review accounting records, financial statements and support schedules (GAAP & OCBOA)
• Review SBA compliance reporting, including SBA Form 468 preparation
• Review capital call & distribution calculations and letters
• Review waterfalls and partner capital account statements
• Coordinate deliverables with Investor Services team
• Career development, supervision and training of staff
• Daily client and team member interaction
• Leading certain client relationships
• Internal responsibilities (filing, status reports, time tracking, etc.)
• Review processes and make recommendations on how they can become more efficient

Senior Manager, Fund Accounting

Associate

• Payment team is responsible for the end-to-end payment process, ensuring that transactions are processed accurately and efficiently.
• Your role is vital in maintaining compliance and supporting our commitment to delivering exceptional service to our customers.
• Experience in managing payment processing
• Strong understanding and experience of SWIFT
• Good understanding and experience of Sanctions
• Good understanding and experience of Clearing
• Should have handled and have good understanding FX for payment
• Should have experience in liquidity management
• Strong understanding and experience of MT103, MT101 and statement handling
• Should have good understanding of SWIFT GPI or any banking channels will be an added advantage
• Preparing and reviewing of payment
• Review banking payment input by others and ensure accuracy & timely delivery of the end-to-end process to the local business teams
• Perform client administration duties such as maintaining database of statutory or regulatory data, identifying gaps in process and process improvement

Associate Client Payment Specialist

Client Services Representative

• Create an inspiring team environment with an open communication culture
• Develop key performance indicators and set clear team goals
• Delegate tasks effectively and set deadlines
• Oversee day-to-day operations
• Monitor team performance and conduct performance reviews
• Handle customer complaints and address escalations with customers
• Design and implement process and operational policies
• Full spectrum of employee management, development, and training
• Motivate team members to achieve objectives
• Discover training needs and providing coaching
• Listen to team members’ feedback and resolve any issues or conflicts
• Recognize high performance and rewarding accomplishments
• Ensure the highest levels of productivity, service, and client satisfaction levels
• Organize team-building activities

Team Leader, Client Service

Inside Sales

• Manage and grow a portfolio of small and mid-sized law firms nationwide
• Prospect into assigned accounts and close new business directly
• Build long-term relationships with firm paralegals, associates, and partners
• Execute daily outbound calling and multi-channel outreach
• Consistently meet activity expectations (dials, conversations, opportunities created)
• Develop and manage a full pipeline from first contact through close
• Conduct discovery, present solutions, handle objections, and close deals
• Deliver virtual product overviews and demos
• Manage proposals, pricing, and contracts independently
• Expand existing accounts through cross-sell and upsell opportunities
• Maintain a high level of responsiveness and follow-through
• Ensure accurate CRM tracking and forecasting
• Partner with sales leadership and product teams to deepen industry knowledge
• Participate in coaching, call reviews, and ongoing sales training

Inside Sales Specialist

Onboarding Specialist

• Manage client onboarding activities in line with SOPs, compliance rules, and internal policies
• Handle client queries professionally and in a timely manner
• Coordinate closely with onshore colleagues and internal business teams
• Support high-volume onboarding projects and oversee ongoing onboarding activities
• Facilitate communication with clients, sales teams, and internal stakeholders
• Escalate and manage complex customer communications when needed
• Contribute to process improvements and share updates with the team
• Conduct CDD/KYC reviews, risk classification, and portfolio reviews
• Track missing requirements and monitor action points to closure
• Support or assist with ad-hoc projects as required

Client Onboarding Specialist

Business Development Rep

• Proactively identify and approach potential new customers
• Analyze target industries to identify growth opportunities
• Develop and implement go-to-market strategies
• Deliver persuasive sales presentations
• Manage the entire sales process
• Collaborate closely with internal teams to develop tailored solutions
• Maintain a structured sales pipeline
• Consistently meet or exceed defined sales targets
• Monitor market and competitor developments
• Build long-term customer relationships

Senior Business Development Manager

Project Manager

• Lead payroll implementation projects across the Nordics
• Own project planning, execution, and follow-up from kick-off to handover
• Act as the main point of contact for clients throughout the implementation
• Coordinate internal teams (Payroll, Systems, Onboarding) and client stakeholders
• Ensure structured and accurate collection of payroll and HR data
• Guide clients on payroll processes and local requirements
• Monitor progress, manage risks, ensure timelines are met, and escalate when necessary
• Support quality assurance across all project phases
• Contribute to improving processes and delivery models

Project Manager – Nordic Client Onboarding

Client Coordinator

• Processing Resignation of Agent requests
• Processing physical mail--opening, reviewing
• Creating and printing checks
• Mailing out physical notifications to customers about our intent to resign
• Preparing and mailing documents via USPS certified mail per state requirement in some jurisdictions and customers
• Working on state websites
• Managing internal email boxes
• Work within Company Records, Order Fulfillment, SalesForce, Websites, Outlook
• Working with automate processes
• Varied work, learning and understanding multiple processes
• Cross-trained on functions required to support the compliance needs of our customers

Client Order Coordinator

Full-stack Engineer

• Design, build, and maintain scalable services and APIs using C#, .NET / .NET Core (ASP.NET Core Web API) that power document submission, status tracking, and county integrations.
• Model, query, and optimize data in Microsoft SQL Server — complex schemas, stored procedures, indexing, and performance tuning against high-volume transactional workloads.
• Develop responsive, maintainable front-end applications in Angular (TypeScript, RxJS, HTML/SCSS) for client portals and internal operations tooling.
• Build and integrate AI/ML-powered capabilities — document classification, intelligent data extraction (OCR/IDP), validation, and anomaly detection — to automate and accelerate the eRecording workflow.
• Integrate AI services and APIs (e.g., Azure AI / Cognitive Services, OpenAI, or comparable LLM and ML platforms) into production .NET applications, including prompt design, retrieval, and evaluation of model output for accuracy and reliability.
• Integrate with external county recording jurisdictions and partners through varied formats and protocols (REST/SOAP web services, XML, secure file transfer), accounting for the fact that every jurisdiction does things a little differently.
• Translate eRecording domain requirements — document types, fee calculations, submission packages, rejections and resubmissions — into reliable, auditable software.
• Write clean, testable code with unit and integration tests; participate in code reviews and uphold engineering standards.
• Partner with product, operations, and QA in an Agile/Scrum environment to deliver iteratively.

Software Engineer

Payroll

• Manage payroll delivery for a portfolio of clients, including data processing, payslips, salary payments, reporting, and reconciliations
• Take ownership of your own client portfolio and contribute to the ongoing development of services and delivery
• Support clients with HR-related matters such as pensions, sickness administration, and expense reimbursement
• Collaborate with internal teams to ensure efficient and high-quality service delivery
• Contribute to the onboarding and implementation of new clients over time

Junior Payroll, HR Manager

Financial Crime

• Gestionar la documentación legal de los clientes.
• Elaborar informes de riesgo en materia de Prevención de Blanqueo de Capitales (AML).
• Redactar manuales y procedimientos de AML.
• Preparar acuerdos y actas societarias para la aprobación de planes AML por parte de los administradores de las entidades cliente.
• Recopilar y analizar información relacionada con cumplimiento normativo, antecedentes y apetito de riesgo dentro de los procesos de due diligence de clientes.
• Revisar documentación relativa a identificación, origen del patrimonio, origen de fondos y trazabilidad de fondos.
• Realizar verificaciones de integridad y reputación mediante herramientas internas y externas.
• Mantener una relación profesional y fluida con intermediarios, proveedores de servicios, representantes legales y clientes.

Associate AML Specialist

General

• Manage the day-to-day operations of the Transfer Agency function for assigned private equity funds.
• Execute capital calls, distributions, investor creation, and transfers in accordance with investor documentation and internal SLA.
• Maintain and update the investor registry and related documentation, ensuring data integrity and confidentiality.
• Support KYC/AML review and onboarding process for new investors in coordination with compliance and legal teams.
• Review and approve investor notices, statements, and reporting packages prior to dissemination, ensuring accuracy, completeness, and regulatory compliance.
• Liaise with internal teams (fund accounting, legal, compliance, etc.) and external stakeholders (clients, investors, auditors).
• Manage multiple client mailboxes efficiently, ensuring all investor queries are addressed in a professional and timely manner.
• Participate in system enhancements, process improvements, and UAT testing where applicable.
• Provide training and mentorship to junior team members while assisting the Manager/AVP in managing workflows.
• Maintain adherence to internal policies, controls, and regulatory requirements to ensure compliance.

Senior Investor Services Specialist

• Supporting the relationship manager to serve clients
• Provide advisory service to clients on company secretarial matters
• Handle a full spectrum of company secretarial matters for a portfolio of SPV / fund clients professionally, including:
• Incorporation and deregistration of companies
• Preparation of minutes & resolutions etc.
• Managing and organizing the portfolio statutory filings
• Reviewing agreements and contracts
• Changing in shareholdings and directorships
• Assist with compliance and onboarding procedures
• Other ad hoc projects

Senior Corporate Board Secretarial Specialist

Client Partner

• Plan, prepare, and/or conduct negotiations
• Manage client relationships and drive growth
• Nurture relationships, lead account planning, and identify business opportunities
• Take responsibility for revenue and customer satisfaction
• Develop a deep understanding of clients' business goals and strategies
• Work on client briefings and conduct in-person client meetings and calls
• Maintain accurate and up-to-date documentation, proposals, and contracts in the CRM system
• Develop effective client presentations
• Build relationships with C-level executives

Client Success Manager

Attorney

• Derecho corporativo, y revisión de contratos.
• Secretaría de sociedades, Pactos de socios y Junta Directiva.
• Actualización y redacción de estatutos, aumentos y reducciones de capital, aportaciones de socios, constitución, enajenación, liquidación y disolución de sociedades, otorgamiento de poderes, formulación y aprobación de cuentas anuales, actualización y presentación de libros societarios.
• Trabajar con el equipo en una cartera designada de clientes asegurándose de que todas las consultas y solicitudes de los clientes se procesen de manera oportuna.
• Redactar y revisar en colaboración con el equipo, documentos legales en español e inglés sujetos a la ley española y documentos corporativos como reuniones de socios y resoluciones de junta directiva.
• Seguir cualquier cambio en la legislación española que pueda tener impacto en los servicios y en los clientes.
• Revisar con el equipo que los clientes cumplan con las leyes de PBC.
• Proporcionar apoyo a los puestos de RM y Senior RM colaborando estrechamente con ellos y compartiendo conocimientos y experiencia.

CSC