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Provide complex client service and transaction processing including reconciliations, manual and STP processing, account updates, problem resolution, regulatory compliance, and supervisory review. Serve as primary client contact, escalate complex issues, collaborate with technology teams, and ensure accuracy and timely completion of work.

Provide complex client service and account support including phone interaction, transaction processing, reconciliations, manual account updates, problem resolution, regulatory compliance, and supervisory review. Act as primary client contact, escalate issues, collaborate with technology teams, and ensure accuracy and timely completion of operational tasks.

Lead corporate tax policy, compliance and reporting; represent the firm in federal and state audits; prepare and analyze domestic and international tax information; perform complex tax research and advise senior management; oversee and mentor junior tax staff.

Provide complex client service and support including transaction processing, reconciliations, manual account updates, and problem resolution. Serve as primary client contact, ensure regulatory compliance, collaborate with technology teams, escalate complex issues, and review work of other support staff.

Lead and deliver full-stack applications using Java/Spring Boot and Angular, integrate AI coding assistants into SDLC, build test automation, manage CI/CD and releases, translate requirements into production code, mentor engineers, and drive engineering best practices in an Agile environment.

Lead go-to-market for the Global Clearing product suite: set positioning, messaging, and commercialization; create standards, collateral, and executive presentations; align Product, Sales, and Client Coverage; drive roadmap sessions, demos, and market enablement across stakeholders.

Lead product ownership for Wealth Data products: prioritize backlog, translate business needs into user stories, maintain roadmaps, run Agile ceremonies, collaborate cross-functionally, ensure data governance, quality, and security, use metrics to guide prioritization, and support scalable, operational data solutions.

Serve as primary escalation and coordination point for key client relationships across accounting services; oversee preparation and review of accounting statements for accuracy and regulatory compliance; collaborate with stakeholders to resolve accounting issues; and drive process improvements and efficiency initiatives using technology and best practices.

Lead client service strategy and operational improvements for integrated middle office solutions. Drive client satisfaction, ensure regulatory compliance, collaborate cross-functionally to resolve complex client issues and improve service delivery.

Provide complex analytics and reporting, manage moderate-to-complex external client issues, advise internal teams, participate in product development and testing, solve complex processing problems, support and review work of junior staff, and contribute to team objectives.