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Top Operations & Support Jobs
Fintech • Financial Services
Support branch operations and customer experience by processing teller transactions, resolving operational issues, escalating complaints, assisting with scheduling, promoting digital solutions, identifying customer needs and fraud risk, and helping motivate staff. Work under manager guidance while following policies to minimize risk and ensure compliance.
Fintech • Financial Services
Provide front-desk reception and administrative support for Wealth & Investment Management: answer phones, greet clients, manage calendars and meeting logistics, coordinate events and office supplies, draft and distribute correspondence, support client intake and audit tracking, and collaborate with administrative team and advisors to ensure smooth, client-focused office operations.
Top Skills:
ExcelMS Office
Fintech • Financial Services
Support branch operations and customer experience by processing teller transactions, assisting customers with digital solutions, resolving teller-line issues, completing transactional and operational tasks, minimizing risk under policy, scheduling and supporting branch managers, escalating complaints, identifying potential fraud, and motivating staff to meet business objectives.
Fintech • Financial Services
Provide front-line personal banking support across multiple branch locations, handling account openings, teller transactions, service requests, and credit applications. Build customer relationships, conduct discovery conversations, promote banking solutions, use digital tools, and coordinate referrals to licensed specialists while maintaining compliance and risk controls.
Fintech • Financial Services
Perform compliance, supervision and control reviews for Insurance/Private Client Groups; design risk processes, provide project management support, identify and resolve issues, conduct regulatory and operational reviews, and collaborate with financial advisors and branch management to ensure adherence to firm policies and regulatory requirements.
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Fintech • Financial Services
Support trade services by processing and amending letters of credit, issuing and advising collections, and handling complex documentation. Collaborate with peers and managers to resolve issues, retain clients, identify growth referrals, and follow trade services policies and procedures.
Fintech • Financial Services
Review and validate commercial property and liability insurance documents against loan and regulatory requirements, identify and escalate coverage gaps, support loan servicing operations, mentor junior staff, coordinate with borrowers/brokers, analyze compliance trends, and recommend process improvements.
Fintech • Financial Services
Provide personalized banking support across multiple branch locations, handling account openings, service requests, cash transactions, and credit applications. Build customer relationships through proactive conversations, identify referral opportunities, use digital tools to assist customers, and maintain compliance with risk controls while collaborating with branch teammates.
Fintech • Financial Services
Support post-event financial reconciliation and closeout for Meetings & Events: validate invoices and event spend, maintain event records, resolve discrepancies with planners, meet SLAs, perform quality reviews, and support process improvements and operational controls.
Top Skills:
Enterprise Operations SystemsEvent Management SystemsExcelOutlookPivottablesVlookupWordWorkflow SystemsXlookup
Fintech • Financial Services
Provide support for a small portfolio of customers, maintain accounts with business client managers, oversee customer experience, produce loan reports, assist with non-complex financial statement analysis, evaluate portfolio profitability and risk, handle customer issues, and collaborate with colleagues while following policies and compliance requirements.
Top Skills:
ExcelMS Office
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