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Fifth Third Bank, National Association

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Float Personal Banker 1- 44th and Thomas
Seen active yesterday Posted Aug 17
Phoenix, AZ, United States Mid Full Time

Role highlights

  • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office.
  • While operating within the Bank’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporti…

Bank of Montreal

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Associate Banker
Seen active yesterday Posted Aug 14
Scottsdale, AZ, United States Entry Full Time $41.7k-50k/yr

Role highlights

  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

Bank of Montreal

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Associate Banker
Seen active today Posted May 29
Phoenix, AZ, United States Entry Full Time $41.7k-50k/yr

Role highlights

  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest…
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…

The Vanguard Group, Inc.

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Investment Data & Trade Support, Specialist
Seen active 3 days ago Posted Aug 10
Scottsdale, AZ, United States Mid Full Time

Role highlights

  • You will support assigned products, partner closely with portfolio managers, traders, and key business stakeholders, respond to operational…
  • Perform advanced analysis and reconciliation of investment and portfolio data inputs, including daily portfolio modeling, reporting activit…

Bank of America

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Merchant Specialist - Phoenix
Seen active today Posted Mar 20
Chandler, AZ, United States Entry Full Time

Role highlights

  • Leverage consultative sales process and knowledge of various industries (including but not limited to healthcare, retail, restaurant) to id…
  • Job Description: The Merchant Specialist (MS) provides merchant client advisory and solutions that address their processing needs.

LPL Financial

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Associate Analyst, Corporate Actions - Specialized Service Team
Seen active today Posted Aug 15
Tempe, AZ, United States Entry Full Time $24.71-41.15/hr

Role highlights

  • 3 years plus of financial and/or brokerage industry experience, preferably in operations Proficient in Microsoft applications, particularly…
  • Educate clients on the use of Corporate Action department specific technology to monitor, maintain, and service their operational needs.

LPL Financial Corp

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Associate Analyst, Corporate Actions - Specialized Service Team
Seen active yesterday Posted Aug 14
Tempe, AZ, United States Entry Full Time $24.71-41.15/hr

Role highlights

  • 3 years plus of financial and/or brokerage industry experience, preferably in operations Proficient in Microsoft applications, particularly…
  • Educate clients on the use of Corporate Action department specific technology to monitor, maintain, and service their operational needs.

LPL Financial Corp

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Associate Analyst, Operations - Performance and Data Recon
Seen active yesterday Posted Aug 13
Tempe, AZ, United States Entry Full Time $20.85-34.71/hr

Role highlights

  • Job Overview: The Associate Analyst within the Performance and Data Reconciliation (PDR) department on the Client Reporting Specialized Ser…
  • Respond promptly and accurately to client inquiries, offering effective solutions and resolutions Take ownership of advanced Client Reporti…

Flagstar

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Branch Banking - Client Consultant I (Part-Time)
Seen active today Posted Aug 13
Mesa, AZ, United States Mid Part Time $17-22.55/hr

Role highlights

  • Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance ( all Teller related funct…
  • This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance thr…

TEKsystems

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Cash Management Specialist
Seen active today Posted Aug 13
Tempe, AZ, United States Mid Contract $20-23/hr

Role highlights

  • This role is a good fit for someone with financial services experience who enjoys problem solving, working with clients, and…
  • This is a hybrid position where you'll spend part of your day handling phone calls and part reviewing transactions, researching…

LPL Financial

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Associate Analyst, Corporate Actions
Seen active today Posted Aug 12
Tempe, AZ, United States Entry Full Time $24.71-41.15/hr

Role highlights

  • Job Overview: We are seeking a candidate who ideally has previous experience in the financial services industry, preferably with a…
  • The Associate Analyst responsibilities may include monitoring corporate action events including analyzing and drafting terms for reorg anno…

LPL Financial Corp

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Equity Options Trader
Seen active yesterday Posted Aug 11
Tempe, AZ, United States Mid Full Time $29.71-49.52/hr

Role highlights

  • Job Overview: Joining our team as an Equity Trader will allow you to provide trading support to our financial advisors…
  • As an Equity Trader you will work in a call center environment taking inbound calls from Financial Advisors, their assistants,…

Flagstar

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Branch Banking - Client Consultant I
Seen active today Posted Aug 11
Scottsdale, AZ, United States Mid Full Time $17-22.55/hr

Role highlights

  • Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance ( all Teller related funct…
  • This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance thr…

U.S. Bank National Association

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Small Business Support Specialist 3 - Tempe, AZ
Seen active today Posted Aug 18
Tempe, AZ, United States Mid Full Time $25.63-34.18/hr

Role highlights

  • Contribute to procedural documentation, best-practice sharing, onboarding, training, and team effectiveness within the centralized Small Bu…
  • Ability to work effectively with Small Business Relationship Managers, clients, underwriting, portfolio management, operations, branch part…

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Osaic

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Sr Advisor Compensation Processor
Seen active 2 days ago Posted Aug 10
Scottsdale, AZ, United States Mid

Role highlights

  • As part of the Advisor Services team in the broader Operations and Technology Solutions organization, you will work closely with…
  • Our Advisor Support Specialists receive robust training prior to moving onto the “floor” taking calls and processing transactions for our…

More roles at Osaic

Lucid Motors

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Vehicle Title Specialist - Transaction Operations
Seen active today Posted Aug 7
Phoenix, AZ, United States Mid

Role highlights

  • As a Transaction Operations Title Specialist , you will be instrumental in ensuring smooth and compliant resolution of all trade-ins…
  • Work to train various field teams through the trade-in and in-take vehicle process to ensure a smooth customer experience.

First Citizens Bank

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CAB (Community Association Banking) Relationship Manager
Seen active today Posted Aug 6
Phoenix, AZ, United States Mid Full Time

Role highlights

  • The role requires the banker to work closely with the Relationship Sales Officer and be a subject matter expert in…
  • Responsibilities Relationship Management - Monitor existing accounts, open new accounts, proactively address issues or concerns while offer…

City National Bank

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KYC Review Analyst Senior- Ops
Seen active today Posted Aug 4
Phoenix, AZ, United States Senior Full Time $71.9k-114.8k/yr

Role highlights

  • KYC – the analyst is able to perform review and clearance of potential negative news alerts on new clients and…
  • Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships.

AssetMark Financial Holdings, Inc.

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Trade Operations Manager
Seen active yesterday Posted Jul 24
Phoenix, AZ, United States Mid Full Time $110k-130k/yr

Role highlights

  • The Trade Operations Manager will drive process improvements, support cross-functional initiatives, and enhance advisor and client outcomes…
  • Job Description: The Job/What You’ll Do: The Manager, Trade Operations is responsible for timely and accurate Trading for a growing…

More roles at AssetMark Financial Holdings, Inc.

94-1687665 Bank of America, National Association

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GFC Investigator (Brokerage - AML)
Seen active yesterday Posted Jun 25
Phoenix, AZ, United States Entry Full Time $68.5k-102k/yr

Role highlights

  • This role may partner with GFCC Risk Management, front line units or other stakeholders to resolve investigations.
  • Familiarity with Discretionary Trading Products Skills: Fraud Management Policies, Procedures, and Guidelines Management Reporting Risk Man…

Osaic, Inc.

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Operations Processing Specialist
Seen active 2 days ago Posted May 6
Scottsdale, AZ, United States Entry Full Time $43k-48k/yr

Role highlights

  • Summary: We are seeking a detail-oriented Processing Specialist to join our Financial Services team, supporting the efficient and accurate…
  • In this role, you’ll build a deep base of knowledge by supporting financial professions and their teams, learning core operational…

Circle

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Principal Product Manager,TradeFi
Seen active today Posted Apr 12
Phoenix, AZ, United States Senior Full Time

Role highlights

  • Mentor and coach other product managers, raising the overall quality of product thinking, execution, and customer focus across the organiza…
  • Proven experience defining and owning product strategy for highly complex, multi-stakeholder digital asset or financial infrastructure prod…

More roles at Circle

CIM Group, LP

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Senior Associate, Investor Operations
Seen active today Posted Jun 9
Phoenix, AZ, United States Senior Full Time

Role highlights

  • Experience supporting investor onboarding, capital activity, reporting, reconciliations, and operational controls in a regulated environmen…
  • Execution of complex investor operations processes, ensuring accuracy, timeliness, and a best-in-class service experience.

More roles at CIM Group, LP

Truist Bank

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Wholesale Payments Dedicated Support Specialist
Seen active today Posted Aug 18
Tempe, AZ, United States Mid Full Time

Role highlights

  • Support internal teammate inquiries regarding implementation, servicing and fulfillment requests including status updates.
  • Experience with case management tool (such as SalesForce).

More roles at Truist Bank

TEKsystems

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Client Services Associate
Seen active today Posted Aug 14
Tempe, AZ, United States Entry Contract $21/hr

Role highlights

  • What You'll Gain Comprehensive training and ongoing professional development Clear opportunities for career advancement within financial se…
  • Key responsibilities include: Responding to inbound service inquiries from advisors and investors Assisting with account maintenance reques…

More roles at TEKsystems

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