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2 Days AgoSaved
In-Office
Phoenix, AZ, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Reviews and processes complex legal orders, including levies, garnishments, restraining notices, seizure warrants, and subpoenas. Determines fund attachment and exemption eligibility, initiates payments, prepares customer notifications, and responds to courts, agencies, and law enforcement. Manages a high-volume caseload while meeting deadlines, SLAs, quality standards, privacy requirements, and applicable state and federal laws.
2 Days AgoSaved
In-Office
2 Locations
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate client materials, following bank policies, promoting banking and investment offerings, maintaining client relationships, managing requests, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and attention to detail.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
2 Days AgoSaved
In-Office
Oklahoma City, OK, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service and operational support to multiple Financial Advisors in a wealth management practice. Responsibilities include responding to client needs, preparing accurate materials, maintaining client relationships, supporting banking and investment solutions, following policies, managing risk, and assisting with daily team activities. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
2 Days AgoSaved
In-Office
Boulder, CO, USA
36-36 Hourly
Entry level
36-36 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service, administrative, investment, banking, and business-development support to multiple Financial Advisors. Builds and maintains client relationships, identifies needs, recommends appropriate solutions, ensures accurate and compliant client materials, and supports referrals and operational excellence. The role includes dedicated licensing preparation for the SIE, Series 7, and Series 66 exams and offers a progression path toward becoming a Merrill Financial Advisor.
Top Skills: Microsoft SuiteSafe ActSeries 66Series 7Sie
Reposted 2 Days AgoSaved
In-Office
Chagrin Falls, OH, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to Financial Advisors by educating clients on banking and investment offerings, ensuring accurate and timely client materials, following up on requests, and maintaining compliance. Deepen client relationships, promote banking integration, and support day-to-day team activities and coverage needs with a client-first mindset.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
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2 Days AgoSaved
In-Office
New York, NY, USA
75K-125K Annually
Junior
75K-125K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides end-to-end trade control and operational support for fixed income securities and derivatives. Supervises trade validation, reconciliation, settlement, regulatory controls, Treasury auctions, product readiness, risk optimization events, and audit requests. Partners with Front Office, Risk, Technology, Finance, and Compliance to resolve issues, improve controls, strengthen operational risk practices, and enhance trade support infrastructure. Leads workload management and professional development across regional teams.
Top Skills: AlteryxExcelTableau
2 Days AgoSaved
In-Office
Charlotte, NC, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides end-to-end trade control and operational support for fixed income derivatives and related products. Responsibilities include reconciliations, trade issue resolution, regulatory governance, auction participation, trade compressions, book moves, new product readiness, audit support, risk escalation, and process improvement. The role coordinates with trading, sales, technology, risk, audit, regulators, clients, and global operations teams while supervising controls and developing team capabilities.
Top Skills: AlteryxExcelTableau
2 Days AgoSaved
In-Office
Cape Girardeau, MO, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, supporting policy compliance and risk management, maintaining client relationships, identifying banking and referral opportunities, and assisting with daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
2 Days AgoSaved
In-Office
Oak Brook, IL, USA
25-44 Hourly
Entry level
25-44 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provides client service support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include handling service requests, preparing accurate client materials, supporting policy compliance and risk management, maintaining client relationships, promoting banking offerings, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
2 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Leads risk analysis and reporting teams supporting credit and operating loss reduction. Oversees portfolio, loss, industry, and asset-quality trend analysis; develops databases, dashboards, reports, and statistical or financial models; manages data quality and controls; supports regulatory reporting and risk strategy; and partners with Technology and cross-functional stakeholders on strategic initiatives.
Top Skills: Data VisualizationDatabasesExcelQuery ToolsTableau
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