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Financial Services
Provide operational account support for alternative investment clients by managing investor data, KYC/AML onboarding, ad-hoc transaction requests, remediations, and issue resolution. Collaborate with Fund Operations, Compliance, Sales, and Product teams to maintain data integrity, manage operational risk, and improve workflows using tools such as HubSpot and ClickUp.
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Ai Tools And PlatformsClickupHubspot
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