Associate jobs at CNB Bank - 1036 jobs

FCBank, Universal Associate, Full Time
CNB Bank 3.3
Associate job at CNB Bank
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES * Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations. * Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction. * Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. * Follow all bank policies and operational procedures to ensure security and compliance. * Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: * Respect- treat every client and colleague with dignity and respect. * Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions. * Inclusion- embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: * Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic. * Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values. * Collaboration- work effectively within a team, contribute ideas, and support colleagues. * Volunteerism- actively support and participate in community outreach and volunteer initiatives. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: * Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties. * Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions. * Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication. POSITION LEVEL(S) EXPECTATIONS (if applicable) * UA I- Open consumer and business deposit accounts * UA II- Ability to uncover and originate consumer loans plus all above duties. * UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties. * UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. * LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. * TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. * MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. * REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. * PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS * Medical, Dental, Vision & Life Insurance * 401K with company match * Paid Time Off & Recognized Holidays * Leave policies * Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) * Employee Assistance Program * Employee Health & Wellness Program * Special Loan and Deposit Rates * Gradifi Student Loan Paydown Plan * Rewards & Recognition Programs and much more! Eligibility requirements apply. FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************
$33k-67k yearly est. 6d ago

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Associate
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
$33k-72k yearly est. 7d ago
Associate, Investment Operations Associate
Blackrock 4.4
Philadelphia, PA jobs
**About this role** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About the Role** BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies. **Responsibilities** - Perform daily cash and position reconciliation of several thousand separately managed accounts. - Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup. - Work on projects to streamline operations, automate processes, and reduce errors. - Monitor the posting of corporate actions and trades in our internal portfolio accounting system. - Respond to various internal and external client inquiries and requests. - Set up new custodians, platforms, and interfaces. - Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team. - Other duties as assigned. **Requirements** - Bachelor's degree required. Preferably in business, math, finance or related fields. - 2-5 years of experience in operations at an investment management firm. - Background in portfolio accounting and middle office functions is a must. - Experience in working with long short strategies is preferred. - Track record of working in teams to support operational processes. - Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers). - Exceptional attention to detail and problem solving abilities. - Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus. - Ability to operate/prioritize effectively and adhere to tight deadlines. - Demonstrated ability to be flexible and adapt to changing circumstances. For Philadelphia, PA Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$95k-127.5k yearly 7d ago
Trading & Operations Associate
Advisor Group 3.9
New York, NY jobs
Current Employees and Contractors Apply Here Osaic Careers Asset Management Opportunity in Financial Services Trading and Operations Associate Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants located must be willing to work this schedule. Osaic is not considering remote candidates at this time. Role Type: Full time Salary: $75,000 - $80,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: Ladenburg Thalmann Asset Management (LTAM), a member of Osaic, is a registered investment advisor with over $7 billion assets under management. We are seeking a dedicated self-starter to add to the Asset Management team as a Trading and Operations Associate. Candidates must be extremely detail oriented with exceptional communication skills. Responsibilities: Trading Tasks Actively trade and rebalance the model portfolios comprised of ETFs and mutual funds Generate orders in accounts using various systems Monitor concentration percentages of each fund for trading and risk management Monitor cash flows in accounts and execute trades accordingly Answer advisors' questions on all trading activity, market analysis and portfolio rebalancing Verify previous day's trades Invest new accounts and track dollar cost averaging schedule for partially invested accounts Track and monitor accounts with systematic withdrawals, restricted positions, pending distributions and any other exceptions Receive and process all account servicing forms for certain platforms (withdrawals, beneficiary updates, address changes) Review the firm's five strategic asset allocation for adjustments to the portfolios along with the investment policy committee Create dispersion report for accounts with restrictions Provide updated model allocations to appropriate platforms and verify changes have been made All other duties as assigned Operational Tasks Account servicing tasks such as processing withdrawals, beneficiary updates, address changes, etc. Establishing accounts on Black Diamond and various custodial platforms Monitoring cash flows in accounts and trade and bill accordingly Preparing assets under management, projected revenue and profitability reports for executives Education Requirements: Bachelor's degree is required. Basic Requirements: 2-5 years' experience in a similar professional capacity Excellent verbal and written communication skills Dedicated work ethic and strong organizational skills Willingness to work extended hours in order to meet project deadlines Ability to work independently with little or no direction Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint and Outlook. Preferred Requirements: FINRA Series 7 preferred Accounting experience Current Employees and Contractors Apply Here
$75k-80k yearly 7d ago
Global Partners Office: Associate
Blackrock 4.4
New York, NY jobs
**About this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities + Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. + Work with Executive Sponsorsto help identifycommercial opportunities + Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. + Help organize partnership meetings, events and firmwide initiatives. + Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. + Co-ordinate in account planning sessions + Contribute to team projects as required. Desired Qualifications + 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields + Problem solver with an advisory mindset, ability to act as a trusted partner to clients. + Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. + Analytical ability to synthesize information and summarize issues. + Superb attention to detail and ability to effectively multi-task. + Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. + Excellent verbal and written communication skills. + Robust quantitative skills along with demonstrated analytical ability. + Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$45k-59k yearly est. 7d ago
Global Partners Office: Associate
Blackrock, Inc. 4.4
New York, NY jobs
About this role The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities * Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. * Work with Executive Sponsors to help identify commercial opportunities * Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. * Help organize partnership meetings, events and firmwide initiatives. * Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. * Co-ordinate in account planning sessions * Contribute to team projects as required. Desired Qualifications * 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields * Problem solver with an advisory mindset, ability to act as a trusted partner to clients. * Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. * Analytical ability to synthesize information and summarize issues. * Superb attention to detail and ability to effectively multi-task. * Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. * Excellent verbal and written communication skills. * Robust quantitative skills along with demonstrated analytical ability. * Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$45k-59k yearly est. 7d ago
Part Time Sales Associate
Ace Cash Express, Inc. 4.4
Richmond, VA jobs
Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail
$22k-31k yearly est. 2d ago
Part Time Sales Associate
Ace Cash Express, Inc. 4.4
Dayton, OH jobs
Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail
$21k-29k yearly est. 7d ago
Associate, Credit Risk
Crypto.com 3.3
New York, NY jobs
About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1
$82.5k-110k yearly Auto-Apply 2d ago
Alternatives Associate
Gelfand, Rennert & Feldman 4.1
Chicago, IL jobs
Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials. Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments. Assist in developing, educating, and training the firm's staff on alternative investment operations processes. Track closing dates and other deadlines for alternative investments, ensuring timely completion. Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements. Monitor and reconcile money movement associated with capital activity. Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships. Assist with the distribution of tax documents and audited financial statements. Onboard new alternative investment offerings to the firm's platform. Maintain accurate client records and record information in the firm's CRM. Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients. Assist with recurring audits, reporting, and projects as needed. Qualifications Required: 3+ years of experience in the alternative investments or wealth management industry. Bachelor's degree in finance, business administration, or a related field (or equivalent work experience). Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds. Familiarity with trust, estate, and legal entity structures. Know Your Client and Anti-Money Laundering experience (KYC/AML). Proficiency in Microsoft Excel and ability to learn new applications. High attention to detail and organizational skills. Ability to work in a fast-paced environment while managing numerous projects and clients. Ability to work independently and take initiative while also being a team player. Strong interpersonal skills and a positive attitude. Adaptability and ability to learn new concepts quickly. Excellent problem-solving skills. Outstanding customer service skills. Excellent communication and organizational skills. Capability to develop and deliver innovative ideas as the position grows. Ability to collaborate and work with teammates to accomplish daily deliverables. The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
$75k-80k yearly Auto-Apply 5d ago
Associate, Contactless Form Factors
American Express 4.8
New York jobs
Salary Range\: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Key Responsibilities Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. Partner closely with analytics team to provide input and prioritize analytics requests. Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. Understands competitive and internal positioning for the product through internal and external market research. Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. Qualifications & Skills Experience\: 1+ years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. Agile Product Development\: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. Product Strategy\: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. Market & Data Analysis\: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. Communication & Collaboration\: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. Enterprise Mindset\: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. Adaptability & Organization\: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. Team Player\: Collaborative, supportive, and proactive, with a strong can-do attitude.
$78k-124.8k yearly Auto-Apply 16d ago
Associate, Contactless Form Factors
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Key Responsibilities * Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. * Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. * Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. * Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. * Partner closely with analytics team to provide input and prioritize analytics requests. * Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. * Understands competitive and internal positioning for the product through internal and external market research. * Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. * Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. Qualifications & Skills * Experience: 1+ years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. * Agile Product Development: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. * Product Strategy: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. * Market & Data Analysis: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. * Communication & Collaboration: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. * Enterprise Mindset: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. * Adaptability & Organization: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. * Team Player: Collaborative, supportive, and proactive, with a strong can-do attitude. Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$78k-124.8k yearly 18d ago
Associate, Contactless Form Factors
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Key Responsibilities** + Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. + Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. + Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. + Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. + Partner closely with analytics team to provide input and prioritize analytics requests. + Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. + Understands competitive and internal positioning for the product through internal and external market research. + Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. + Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. **Qualifications & Skills** + Experience: 1 years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. + Agile Product Development: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. + Product Strategy: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. + Market & Data Analysis: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. + Communication & Collaboration: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. + Enterprise Mindset: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. + Adaptability & Organization: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. + Team Player: Collaborative, supportive, and proactive, with a strong can-do attitude. **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000399
$78k-124.8k yearly 18d ago
Regional Associate (Entry-Level)
William Blair 4.9
Chicago, IL jobs
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. We are seeking a dynamic/detail-oriented individual to join our world-class Investment Management team as a Regional Associate. Our Intermediary sales team is responsible for all sales-and-marketing functions related to the distribution of William Blair's investment products to advisors and third-party platforms in the intermediary channel. JOB SUMMARY & RESPONSIBILITIES: As an integral member of our highly collaborative and goal-oriented sales team, you will be the central point of contact for clients and colleagues and will play a critical role in the success of the team. A key aspect of the role is to proactively contact prospects to expand our brand, develop meaningful business relationships with financial advisors and qualify them for further engagement. High performing Regional Associates effectively communicate the merits of our investment strategies, approach work in a goal-oriented way, are results-driven and have a strong understanding of the intermediary channel. Work in conjunction with Regional Director to establish new relationships through proactive calling and email efforts Apply a consultative sales approach to prospecting and deepening relationships with RIA's, family offices, banks, wire house and B/D financial advisors Participate in targeted outreach campaigns and contribute to National Accounts initiatives Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects Consistently utilize Salesforce CRM for prospecting preparation and logging client communications Periodically represent William Blair at industry conferences Participate in projects as requested by management QUALIFICATIONS: Bachelor's degree required Prior work experience in a sales capacity required, preferably in the financial services industry Demonstrated interest in learning investment products Superior communication skills, written and verbal Dedication to detail and follow-up Positive, can-do attitude and high level of personal initiative Ability to work individually and cooperatively with others to accomplish objectives Adaptable and open to feedback Ability to be resourceful in seeking solutions Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date. #LI-HK1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$65,000-$85,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.
$65k-85k yearly Auto-Apply 12d ago
Ventures Associate, India
Redesign Health 4.2
New York, NY jobs
About the Company: Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. About the Job: We are seeking an Associate to join our New Ventures team, based out of Redesign Health's India headquarters in Bengaluru. You will support the research, prototyping, and launch of new Portfolio Companies in the healthcare space. This role is ideal for someone with a strong background in business innovation and operational excellence, who is eager to help identify and build market-defining healthcare companies worldwide. As part of this unique opportunity, you will be instrumental in developing seed-stage startup ideas and working closely with founding teams. Please note that this role requires working 3 days/week from our Bengaluru office. You must also be willing to work hours that overlap 5 hours per day with Eastern Standard Time. This role will report to a leader on the New Ventures team based in the U.S. What You Will Do: Explore and analyze global healthcare markets ripe for innovation. Identify a high volume of opportunities for new company creation. Prioritize and refine initial ideas into high-conviction investable concepts. Conduct primary and secondary research, including, but not limited to: user/buyer expert interviews, competitive landscape analysis, business model development, value proposition & pain point mapping, go-to-market strategy, and financial modeling. Work cross-functionally with Redesign's Ventures, Talent, Strategy & Finance, Global Development, and Product & Technology teams to orchestrate ideation efforts. Identify opportunities to efficiently leverage AI in Redesign's operational approach. What You Will Need: Bachelor's Degree with a record of high academic achievement. 6+ years of combined experience within investment banking, venture capital, private equity, corporate development, or management consulting. Prior healthcare experience required. Fluency in business model analysis, primary/secondary research, investment thesis development, and financial modeling. Strong attention to detail, self-initiative, and comfort with ambiguity. Interest in researching, implementing, and leveraging emerging technologies. Who You Are: Action Oriented. You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues. Manages Ambiguity. You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air. Effective Communicator. You skillfully adapt your presentation style across various audiences and formats, spanning one-on-one conversations to large groups as well as leadership, peers, and founders. Financial Acumen. You proficiently leverage financial and quantitative analysis to evaluate opportunities and inform strategic decision-making. Cultural Competence. You navigate cultural differences with ease, showing respect and understanding for diverse perspectives. You adapt your behavior to different cultural contexts, fostering inclusive and effective interactions. Strong Collaborator. You work seamlessly with others, leveraging diverse strengths and perspectives. You proactively seek to understand and drive consensus among your colleagues. You foster a cooperative environment where all contributions are valued, driving team success through mutual respect and shared goals. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role.
$77k-146k yearly est. Auto-Apply 60d+ ago
Associate, AI Buyouts
Redesign Health 4.2
New York, NY jobs
Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. Role Summary: Redesign Health is launching an AI Venture Buyout fund, a next-generation private equity platform that acquires control positions in healthcare companies and uses AI to transform how they operate and grow. Redesign is seeking an Associate, AI Venture Buyouts to play a central role in evaluating and executing healthcare buyout transactions, while supporting post-close AI-driven value creation initiatives. This person will work across the full deal lifecycle-from financial modeling and diligence to market research, deal process management, and portfolio support. Why This Role: This is an opportunity to join a new private equity strategy at the ground floor and help shape a next-generation buyout model at the intersection of healthcare, AI, and value creation. Supported by Redesign Health's capital, ecosystem, and operating infrastructure, the Associate will gain full lifecycle exposure to control investing, operational excellence, and AI-driven value creation. What You'll Do: Support development of a high-quality deal pipeline and analyze opportunities through review of financials, business models, unit economics, and industry dynamics. Lead key analytical components of due diligence, develop financial models, and coordinate diligence advisors. Write investment memos, build financial models, and develop critical market analyses. Support transaction structuring, documentation review, and closing processes. Partner with Redesign's AI and operating teams to support post-close transformation workstreams. Conduct ongoing competitive and market intelligence to support portfolio companies. Support preparation of materials for capital raising, LP updates, and internal reviews. Ideal Background: 2-4 years of experience in private equity, growth equity, investment banking, consulting, and/or corporate development (healthcare experience strongly preferred). Strong financial modeling capabilities with the ability to build, audit, and interpret detailed operating models. Experience supporting M&A processes, conducting due diligence, or evaluating services businesses. Demonstrated interest in healthcare systems, payer-provider dynamics, and regulatory landscapes. Curiosity and hands-on comfort with AI, automation, and data-driven tools, with interest in applying them to sourcing, diligence, and portfolio work. Additional Qualifications & Competencies: Execution Excellence: Detail-oriented, organized, and rigorous in managing complex workstreams. Clear Communicator: Able to translate analyses into concise insights for senior leaders, investment committees, and management teams. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role. You have built systems and workflows for yourself more sophisticated than basic ChatGPT/LLM usage and are constantly experimenting with new ways to use technology to disrupt yourself. Collaborative Partner: Works effectively with cross-functional teams of operators, technologists, and AI specialists. High Judgment: Able to evaluate risk, identify patterns, and form independent viewpoints based on incomplete information. Bias for Action: Thrives in a fast-paced, entrepreneurial environment characterized by urgency, ownership, and adaptability.
$77k-146k yearly est. Auto-Apply 56d ago
Associate Customer Service Representative Credit Cards
Wells Fargo 4.6
Roanoke, VA jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training Schedule: * Training class will be for 8 weeks, 8:00am - 4:30pm Monday-Friday. Work schedule after training will be provided prior to start date. * We're open from Sunday - Saturday, 7:00 am - 8:00pm (EST). * Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: * 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-40k yearly est. 1d ago
Model Risk (Risk Management) : Job Level - Associate
Morgan Stanley 4.6
New York, NY jobs
Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities * Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve * Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated * Develop challenger model methodologies for the official production models * Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred * Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred * Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred * Prior experience with developing or validating models is a plus * Strong written and verbal communication, critical thinking, problem solving and team collaboration skills * Familiarity with coding languages (Python preferred) * Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k-140k yearly Auto-Apply 54d ago
Relationship Associate
Grameen America Inc. 4.0
Chicago, IL jobs
Relationship Associate Salary: $17.36 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
$17.4 hourly Auto-Apply 60d+ ago
Payments Sales Fulfillment Associate
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team. As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service. About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment. Job responsibilities * Provide subject matter expertise, confirm scope of requests, products, and services * Initiate global implementation requests for new business with clients * Own process for simple and complex implementations * Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests * Submit billing information; including billing adjustments * Conduct rate changes for clients as directed by client coverage teams. * Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries) * Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience * Apply required control procedures Required qualifications, capabilities and skills * Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
$36k-43k yearly est. Auto-Apply 60d+ ago

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