Source Job

• Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
• Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
• Foster a culture of accountability, continuous improvement and client-first thinking.

EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.

• Oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad-hoc requests efficiently.
• Post fund and investor-level documents to the investor portal while coordinating with other departments for approvals and upcoming posts.
• Manage investor expectations by communicating timelines for deliverables and ensuring smooth delivery of capital call and distribution notices.

IQ-EQ is a leading Investor Services group offering end-to-end administration, accounting, reporting, regulatory, and compliance services for the investment sector worldwide. They employ over 6,500 people across 24 jurisdictions and are driven by a purpose to power people and possibilities.

• Manage a growing portfolio of SMSF customers, ensuring timely delivery of high-quality financial statements and tax returns.
• Combine technical expertise with strong stakeholder management to help customers navigate important milestones and compliance obligations.
• Contribute to process improvements and operational excellence, enhancing scalability and customer experience.

Stake is an Australian investing platform that helps people grow their wealth by providing seamless access to ASX and Wall St. The company has over 750,000 customers and more than A$8B under administration, fostering a high-performing team culture.

• Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
• Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
• Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.

Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.

• Lead and deliver capital markets projects for financial services clients, optimizing legal processes and driving innovation.
• Build trusted relationships with senior stakeholders and identify opportunities for expanded services and business development.
• Manage multidisciplinary teams and advise on legal operating model transformations using technology and AI.

Factor is the market leader in Integrated Law™, combining traditional legal expertise with AI-powered solutions to deliver complex legal work at scale. With over 300 lawyers, specialists, and technologists across Europe and North America, we foster a diverse and inclusive culture.

• Serve as the designated Money Laundering Reporting Officer (SMF17) for the UK entity, overseeing the financial crimes compliance program.
• Lead the development of the Financial Crime Compliance Monitoring Programme and business-wide compliance risk assessment.
• Partner with UK Compliance and global Financial Crimes leaders to maintain a clear and effective control environment across onboarding, transaction monitoring, and investigations.

Affirm is reinventing credit to make it more honest and friendly, offering buy now pay later without hidden fees or compounding interest. It is a remote-first company with competitive benefits including full health coverage and stipends.

• Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
• Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
• Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.

Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.

• Deliver assurance reviews across key regulations, processes, and controls to manage compliance risks.
• Provide clear, actionable feedback to strengthen Monzo's control environment and support fair customer outcomes.
• Produce high-quality reports and management information for stakeholders across the business.

Monzo is a digital banking company on a mission to make money work for everyone, offering personal and business accounts, savings, and investment products. They have a growing team and a culture focused on customer experience, financial education, and diversity.

• Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
• Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
• Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.

Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.

• Manage assigned portfolios to meet performance standards and generate value through trading strategies, risk management, and tax mitigation.
• Apply quantitative techniques and index construction expertise to portfolio management, product development, and risk budgeting.
• Influence ETF platform development, evaluate new markets, and collaborate with internal teams to deliver superior client experience.

SaplingsHR is a staffing and recruiting firm that connects talent with opportunities across various industries. The company is focused on providing recruitment solutions for mid-to-senior level positions.

• Own full-spectrum corporate treasury operations including banking relationships, investment management, and cash flow forecasting.
• Manage working capital optimization, share repurchase programs, and debt facility compliance.
• Ensure SOX-compliant treasury operations and provide regular reporting and ad hoc strategic finance support.

Marqeta is on a mission to change the way money moves as one of the earliest enablers of embedded finance. The company is a publicly traded payments firm powering brands like Block and Uber, operating with a Flex First culture that values innovation and teamwork.