Top Operations & Support Jobs

Support Financial Advisors by handling client service, account administration, appointment scheduling, paperwork, regulatory recordkeeping, marketing coordination, and training. Act as liaison for referrals, resolve complex client issues, and provide systems and process expertise to branch personnel.

Coordinate daily branch operations: support staff scheduling, ensure regulatory and internal compliance, manage cash handling and reconciliations, assist customers, implement process improvements, prepare operational reports, and liaise with corporate teams to maintain branch performance.

Process and approve teller transactions, support customers with digital solutions, complete operational and compliance tasks, assist branch manager with scheduling, resolve teller-line issues, escalate complaints, identify customer needs and potential fraud, and help motivate the branch team to meet business objectives.

The role involves managing IT hardware assets, leading technology operations projects, troubleshooting issues, and improving deployment processes while ensuring a superior end user experience.

Lead and participate in technology operations projects, manage production deployments, troubleshoot job failures, enforce escalation policies, and drive process improvements. Provide status reporting, vendor and incident management, mentor staff, and ensure risk and control adherence for operational stability.

Lead complex business execution initiatives, manage event technology, improve operational efficiency, and provide guidance to stakeholders and junior staff.

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The Branch Manager leads and develops a diverse team, fosters customer engagement, resolves issues, and drives operational excellence while adhering to regulations.

Monitor real-time trade activity and exceptions for trading desks, perform trade lifecycle tasks (affirmations, allocations, validations), resolve trade fails and reconciliation breaks, produce daily P&L and attribution reporting, and support process improvements and risk controls for fixed income, mortgage securities, and derivative products.

Lead frontline incident response for CCIBT technology incidents: triage, coordinate platform/infrastructure/app teams, run war rooms, track milestones and risks, document outcomes, and communicate updates to stakeholders and executives. Drive handoffs to problem management and identify process/tooling improvements.