• Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos • Knowledge on how to open all types of complex accounts (trusts, corporation, 401ks) • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight • Assist Advisors with client meeting prep and follow-up tasks • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks • Maintain and update client data in our CRM • Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team • Attend Zoom meetings with clients and team members

• Respond to client requests with timeliness and accuracy in mind • Assist Advisor with client meeting prep and follow-up tasks • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks • Monitor Custodian alerts and money movements • Calendar Management for Financial Advisor including client appointments • Review info and documents received from clients, save docs, and enter info into our client FP assumptions template • We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!

• Develop and implement compliance policies and procedures in alignment with TaskUs policies, industry regulations, and client requirements. • Ensure adherence to global regulatory frameworks such as GDPR, HIPAA, PCI-DSS, ISO 27001, SOC 2, and data privacy laws. • To lead and coordinate internal and external audits, compliance assessments, and risk mitigation efforts. • Oversee third-party vendor compliance, ensuring all contractual obligations are met. • Identify operational risks and implement corrective actions to enhance compliance measures. • Prepare and present regular reports on compliance status, risks, and mitigation plans to senior leadership. • Collaborate with cross-functional teams to establish, implement, and monitor compliance programs tailored to client requirements and applicable laws. • Provide training and resources to team members to enhance their understanding of compliance, including certifications where applicable. • Lead the audit & compliance team to ensure effective remediation of audit findings. • Maintain strong working relationships with clients, auditors, department stakeholders, and internal teams. • Assess the potential contractual, financial, or legal implications of policy or practice changes that could lead to non-compliance. • Work closely with various departments to address and resolve non-compliance issues effectively. • Develop and oversee control systems to prevent or address legal guidelines and internal policy violations. • Continuously evaluate the efficiency and effectiveness of compliance controls and implement improvements. • Advise senior leadership on business operations related to investment, risks, and policy development as needed. • Act as the primary liaison for regulatory authorities, clients, and auditors on compliance matters. • Partner with HR, Legal, IT Security, and Operations to ensure end-to-end compliance in all TaskUs processes. • Support client due diligence processes and respond to compliance queries during RFPs, client visits, and audits.

Title: Strategic Services Lead Location: United States (Remote) Department: Strategy/ Operations Job Description: About the role As the Strategic Services Lead, you are laser-focused on solving for Reserv’s scalability with a strong focus on Org, Talent, and overall team performance. You will be working closely with Matthew – the SVP of Strategic Services, a member of the founding team – as well as Adele Krause, a former Bain manager who leads strategy work within this executive group. (See here to learn more about Matthew and fellow co-founder, David). You will be interacting nonstop with the executive team. Some context here: We were four people and pre-revenue in May 2022; we are now 700+ people in Q1 2026 and on track to double that again. The Strategic Services team is the custodian of laying the foundation for future scale as well as rapidly solving for emerging gaps from our fast growth. Your work will center on transformations, re-organizations, and operating model development – as well as building and deploying AI agents that both accelerate how we make data-driven decisions across talent operations & remove headcount-driven rate limiters. You will be solving for how we scale up: measuring and driving high performance, driving cross-functional accountability, setting up future-proofed systems, and shepherding the company's growth as it doubles and then doubles again. We are looking for an ex-Bain, -BCG, or -McKinsey consultant with 2-3 years of experience. Matthew along with several senior leaders are ex-MBB and will lean into the extreme module ownership and delegation model to enable you to drive and have impact. What you'll do - Strategic Analysis and Execution: Lead the development and execution of data-driven strategies to enhance the efficiency and scalability of talent operations and performance, identifying opportunities for technology integration and process optimization to prepare for organizational growth. Drive transformation initiatives, re-organizations, and operating model design. - Cross-Functional Collaboration: Act as a key liaison between talent operations and other departments, fostering critical thinking and analytical approaches to solve complex organizational challenges. - Data Proficiency and Insights: Utilize data analytics tools and methodologies to generate actionable insights, performance metrics, and forecasting models that support decision-making and drive continuous improvement across talent operations and performance management. - Technology Adoption and Innovation: Champion the implementation of cutting-edge technologies and digital solutions within the Strategic Services group. You will be driving AI adoption and building autonomous agents that support talent operations, organizational transformation, and data-driven decision making across the company. This includes deploying AI-driven tools (e.g., recruiting automation, performance analytics) to elevate operational capabilities and readiness for scale. - Leadership and Mentorship: Mentor subject-matter experts in talent operations in building their analytical skills and strategic mindset to ensure the group evolves into a high-performing, data-centric unit aligned with Reserv's expansion goals. - Executive communications: Adeptly create Board-, executive-team-, and tactical-level communications to facilitate workplanning, line-of-sight and accountability by the CEO or Board, and cross-functional collaboration. Qualifications - 2-3 years management consulting experience at Bain, BCG, or McKinsey - Undergraduate degree (i.e., BA or BS) - Experience in transformations, re-organizations, or post-merger integrations is helpful but not even slightly required – we’re looking for first principles thinking, not a copy-from-prior-experience approach Benefits - Generous health-insurance package with nationwide coverage, vision, & dental - 401(k) retirement plan with employer matching - Competitive PTO policy – we want our employees fresh, healthy, happy, and energized! - Generous family leave policy after 8 months of continuous work - Work from anywhere to facilitate your work life balance - Apple laptop, large second monitor, and other quality-of-life equipment you may want. Technology is something that should make your life easier, not harder! At Reserv, we value diversity in backgrounds, perspectives, and life experiences and believe that diversity in viewpoints and critical thinking drives innovation, first-principles thinking, and success. We welcome applicants from all backgrounds and encourage those from all walks of life to apply. If you believe you are a good fit for this role, we would love to hear from you!