Top Tech Jobs & Startup Jobs

Manage and grow client relationships by supporting bankers, ensuring KYC and regulatory compliance, maintaining data integrity, resolving account issues, onboarding clients, and identifying cross-sell opportunities to drive retention and revenue.

The Financial Advisor Assistant partners with Bankers to manage client relationships, ensuring compliance, account handling, and promoting financial products. They facilitate onboarding, address client inquiries, and maintain data integrity for client information systems.

Provide high-quality client service as the primary contact for banking transactions, account openings, and operational support. Ensure compliance with federal and firm regulations, resolve client inquiries, refer clients to specialty areas, monitor reports, and support office leadership. May require NMLS registration and other banking-related duties.

Provide investment consultation to clients on various securities, helping them meet financial goals through personalized recommendations and strategies, while ensuring compliance with relevant regulations.

Develop and maintain profitable relationships with commercial customers, provide financial solutions, ensure compliance, and mentor junior team members.

Assists Bankers in managing client relationships, ensuring compliance, and enhancing client satisfaction in Wholesale Banking services.

The Core Technology Analyst collaborates with business partners to align technology solutions, analyze requirements, and improve processes, ensuring effective integration and communication between IT and business units.

Lead technology strategy and delivery for firm applications and infrastructure. Partner with business leaders and vendors to plan, implement, integrate, and maintain IT solutions; direct cross-functional teams, manage releases, ensure regulatory and security compliance, develop contingency plans, and provide leadership, hiring, and talent development for the IT organization.

Serves treasury management clients by supporting onboarding, implementation, training, product servicing, pricing updates, issue resolution, limit increases, and system testing. Partners with treasury advisors, financial advisors, operations, and IT to deliver client service and support sales activities. The role requires extensive financial services and treasury management experience, knowledge of banking regulations and NACHA guidelines, strong analytical and communication skills, and proficiency with Microsoft Office.

Analyzes and improves business workflows to increase operational efficiency, accuracy, and compliance. Develops process enhancements, maintains reports and documentation, monitors performance metrics, supports audits and quality initiatives, resolves operational issues, and recommends solutions. The role collaborates cross-functionally to optimize service delivery, supports onboarding and training, and tracks regulatory and industry developments.