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Resolve technical accounting queries, provide support to sales and implementation teams, perform reviews on financial statements and client deliverables, monitor accounting changes, develop technical presentations, identify control weaknesses, improve processes, support senior management, collaborate with team members, and contribute to business development.

Provide high-quality service deliverables to Open-End Fund clients, manage financial servicing for clients, be an expert on designated clients, liaise with auditors, banks, and regulatory authorities, ensure all procedures are followed, manage workflow and resources effectively, and minimize risks.