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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and administrative capabilities, with proficiency in maintaining compliance documentation and tracking operational processes. Skilled in client communication and collaboration, ensuring deadlines and deliverables are consistently met.
Highest-signal resume keywords
Bachelor's Degree In BusinessKYC/AML DocumentationMicrosoft Office ProficiencyStrong Organizational SkillsClient Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Compliance TrackingAudit ReadinessDocumentation ManagementOperational Record KeepingDeadline Management
Soft Skills
Attention To DetailWritten CommunicationVerbal CommunicationMulti-Priority ManagementFollow-Through
Tools & Technologies
Microsoft ExcelMicrosoft OutlookMicrosoft PowerPoint
Industry Keywords
OperationsFinancial ServicesClient-Facing ProcessesRegulatory DocumentationThird-Party Documentation
About the role
Key responsibilities & impact- Support client-facing administrative and operational processes
- Participate in weekly status meetings with clients and internal stakeholders
- Maintain compliance trackers, calendars, documentation, and related operational records
- Assist with audit readiness and regulatory documentation, including KYC/AML and third-party documentation
- Track user access, training requirements, reporting updates, and other client or operational requirements
- Follow up on outstanding items and help ensure deadlines and deliverables are met
- Coordinate information across internal teams and support communication with clients
- Collaborate closely with Linedata's Global Services team
- Assist with additional operational and administrative projects as needed
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Operations, or a related field required
- Must be authorized to work in the United States on an ongoing basis without employer sponsorship now or in the future
- Strong organizational and administrative skills
- Excellent attention to detail and follow-through
- Ability to manage multiple priorities, deadlines, and workstreams
- Strong written and verbal communication skills
- Comfortable working directly with clients and internal stakeholders
- Ability to maintain accurate documentation and track action items
- Proficiency with Microsoft Office applications, including Excel, Outlook, and PowerPoint
- Experience in operations, compliance, client services, or financial services is a plus
- Experience supporting audit, KYC/AML, regulatory, or third-party documentation processes is a plus
Benefits
Comp & perks- Six-month contract-to-hire opportunity with potential conversion to a full-time position
- Gain hands-on experience in client operations, compliance, and audit-readiness processes
- Work directly with financial institutions and experienced internal stakeholders
- Collaborate with global teams across Linedata
- Build broad operational experience across multiple business and client-facing functions
- Collaborative and entrepreneurial environment with opportunities for professional growth