Operations Associate jobs at Unity Bank

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (account maintenance, client instructions, billing solutions). ABOUT THE ROLE The Operations Associate will be a part of the Account Maintenance team and be responsible for owning client account related data including advisor contact information, advisor sales team composition, custodian account details, and other client data for live accounts that Parametric manages. Primary Responsibilities Become a system and process expert supporting implementation of client data changes and requests. Understand the advisor contact lifecycle, including creating a new advisor in internal systems, adjusting the composition of advisor sales teams, managing exceptions with an advisor moves firms, and other workflow. Support the coordination of responses to client requests by liaising with internal teams and utilizing internal resources to acquire the correct account information. Review proxy voting setup for completeness and accuracy for live accounts. Support annual ADV mailing to appropriate contacts and oversee weekly and monthly ADV reviews. Gain proficiency and understanding of team policies and procedures to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage. Establish working relationships with internal contacts for issue resolution. Assist with team projects and initiatives. Support the maintenance of existing firm and contact information. Job Requirements Bachelor's degree preferably in related discipline such as economics, math, or operations management. Work experience in lieu of degree will be considered. 4+ years proven experience working with financial services advisors / money managers. Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus. Relationship-building skills and ability to thrive in a team environment. Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. Established communication skills - both internally/externally in written/oral/auditory essential. Familiarity with MS Office and the ability to learn additional internal/ external software programs. Resourcefulness, problem solving, and organization (ability to prioritize effectively) Willingness to work in fast-paced environment with hourly deadlines with attention to detail. Flexible, willing, and able to work long hours as needed. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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. Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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).

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. would report to our Dresher, PA office 5 times a week. Department Responsibilities: Mail Operations is the primary starting point for documents being received from our internal and external clients. Mail Operations is responsible for accurately and efficiently indexing all documents within IMPACT for electronic delivery to business units. In addition to indexing documents, Mail Operations also establishes new client id numbers for New Business Plans and Individual(k) Plans, handles and track all incoming hardcopy checks, and partners with various business units on back scanning projects. Fulfillment handles all aspects of daily and ad hoc mailings along with being responsible for ensuring all Service Level Agreements are met for the mailing of participant statements. Fulfillment owns the relationship with some of our key vendors including RR Donnelley, Iron Mountain, and UPS. Position Purpose: The Operations Associate will support the team in providing a high level of service to both internal and external clients. The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding operational workflows as it relates to the both the individual role as well as Operations as a whole. Skills/Competencies: The candidate must be able to demonstrate the skills/competencies as listed below. * Communication Skills - Communication is primarily with peers and supervisor on specific assigned tasks. Demonstrates ability to clearly articulate and document action taken or action necessary * Technical Knowledge - No to minimal ERISA knowledge or job specific technical knowledge required. Basic understanding of assigned tasks underpinning Operational function * Problem Solving- Processes work items per procedural direction. Requires assistance in solving problems that involved non-standard items. * Detail Oriented Vs. Big Picture- Generally focuses on details of a specific task related to a process. Focus is entirely task based vs. conceptual. * Conflict Resolution - Identifies and escalates conflict so that it can be addressed by senior associates and/or leadership. * Training/Mentoring - New associate that requires training in business function * Risk Taking/Decision Making - Recognizes instances where a decision is required for an item within their assigned tasks and escalates effectively. * Planning/Organizing - Generally plans for current day in order to meet task specific objectives as defined. Generally planning for self only. May require some assistance with department specific task organization. * Time Management/Prioritization - Works best with a pre-defined schedule or set of existing priorities. Needs assistance dealing with conflicting priorities. Responsibility to manage own tasks. * Work Style - Requires regular direction. Once direction received, is able to effectively complete tasks and report results. * Initiative/Work Ethic - Completes daily tasks as assigned within appropriate time frames. Does not seek out regularly additional responsibilities. Works best when able to complete one task before starting another. Job Duties/Responsibilities: * Ensure timely and accurate routing of transactions to all internal business groups. Scan daily hard copy mail received into imaging system. (Mail Operations specific) * Responsible for all aspects of ad hoc and daily mailings (Fulfillment specific) * Collaborate with team members to continuously improve processes and in meeting goals. * Provide input to management on client issues and escalate potential risks that could potentially impact either client satisfaction and/or financial liability. * Achieve service level goals for all lines of business. * Research and resolve comments or client requests as assigned. * Provide feedback/solutions to leadership to minimize risk and improve processes. * Represent Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence. * Meet expectations of the job by attendance and punctuality as indicated in the employee policy handbook. * Work in a team environment to ensure the common goals for the team are achieved and provide exceptional customer service to our clients * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Additional Requirements: * Bachelors degree in Business Administration, Management, Finance or equivalent work experience * Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred) * Ability to work overtime as necessary Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. would report to our Dresher, PA office 5 times a week. Department Responsibilities: Mail Operations is the primary starting point for documents being received from our internal and external clients. Mail Operations is responsible for accurately and efficiently indexing all documents within IMPACT for electronic delivery to business units. In addition to indexing documents, Mail Operations also establishes new client id numbers for New Business Plans and Individual(k) Plans, handles and track all incoming hardcopy checks, and partners with various business units on back scanning projects. Fulfillment handles all aspects of daily and ad hoc mailings along with being responsible for ensuring all Service Level Agreements are met for the mailing of participant statements. Fulfillment owns the relationship with some of our key vendors including RR Donnelley, Iron Mountain, and UPS. Position Purpose: The Operations Associate will support the team in providing a high level of service to both internal and external clients. The Operations Associate will provide timely and accurate processing of specified operational activities within the Department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding operational workflows as it relates to the both the individual role as well as Operations as a whole. Skills/Competencies: The candidate must be able to demonstrate the skills/competencies as listed below. • Communication Skills - Communication is primarily with peers and supervisor on specific assigned tasks. Demonstrates ability to clearly articulate and document action taken or action necessary • Technical Knowledge - No to minimal ERISA knowledge or job specific technical knowledge required. Basic understanding of assigned tasks underpinning Operational function • Problem Solving- Processes work items per procedural direction. Requires assistance in solving problems that involved non-standard items. • Detail Oriented Vs. Big Picture- Generally focuses on details of a specific task related to a process. Focus is entirely task based vs. conceptual. • Conflict Resolution - Identifies and escalates conflict so that it can be addressed by senior associates and/or leadership. • Training/Mentoring - New associate that requires training in business function • Risk Taking/Decision Making - Recognizes instances where a decision is required for an item within their assigned tasks and escalates effectively. • Planning/Organizing - Generally plans for current day in order to meet task specific objectives as defined. Generally planning for self only. May require some assistance with department specific task organization. • Time Management/Prioritization - Works best with a pre-defined schedule or set of existing priorities. Needs assistance dealing with conflicting priorities. Responsibility to manage own tasks. • Work Style - Requires regular direction. Once direction received, is able to effectively complete tasks and report results. • Initiative/Work Ethic - Completes daily tasks as assigned within appropriate time frames. Does not seek out regularly additional responsibilities. Works best when able to complete one task before starting another. Job Duties/Responsibilities: • Ensure timely and accurate routing of transactions to all internal business groups. Scan daily hard copy mail received into imaging system. (Mail Operations specific) • Responsible for all aspects of ad hoc and daily mailings (Fulfillment specific) • Collaborate with team members to continuously improve processes and in meeting goals. • Provide input to management on client issues and escalate potential risks that could potentially impact either client satisfaction and/or financial liability. • Achieve service level goals for all lines of business. • Research and resolve comments or client requests as assigned. • Provide feedback/solutions to leadership to minimize risk and improve processes. • Represent Ascensus in a professional manner through use of professional format and tone in verbal and written correspondence. • Meet expectations of the job by attendance and punctuality as indicated in the employee policy handbook. • Work in a team environment to ensure the common goals for the team are achieved and provide exceptional customer service to our clients • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Additional Requirements: • Bachelors degree in Business Administration, Management, Finance or equivalent work experience • Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred) • Ability to work overtime as necessary Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

JobID: 210689158 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $80,750.00-$130,000.00 As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Associate in the Data Owner team, you will be expected to support processes and procedures that identify, monitor, and mitigate data risks throughout the data life cycle, in compliance with Firmwide policies and standards. Your role involves collaborating with technology and business teams to ensure that data is clearly documented, of good quality and well-protected. By supporting data governance and integration efforts, you will contribute to the organization's ability to make informed, data-driven decisions. This position offers a valuable opportunity to develop your skills and knowledge in a dynamic environment, playing a key role in the company's data strategy initiatives. Job Responsibilities * Execute operational procedures for developing and delivering data to support business operations, strategic objectives, and advanced analytics * Assist in capturing and documenting metadata and classifiers for critical data, ensuring understanding of impacts on data providers and consumers * Collaborate with technology and business resources to ensure data sourcing, content and quality meet established requirements * Participate in data governance and risk management tasks, contributing to data integration efforts and maintaining data publishing standards * Support the execution of processes to identify, monitor, and mitigate data risks throughout the data lifecycle, including protection, retention, storage, use, and quality * Partner with technology teams to capture data sources, formats, and data flows so that data can be validated for downstream analytics and reporting * Investigate and document potential data quality issues, escalating for remediation as needed * Engage in professional development opportunities to enhance skills and knowledge, supporting overall data strategy initiatives Qualifications, Capabilities and Skills * Bachelor's degree in Data Science, Computer Science, Information Systems, Data Analytics, or a related field, OR equivalent professional experience in data management, data governance, or a related field * 1+ years of experience in data management, data governance, risk management / analytics or a related field * Strong analytical and problem-solving skills, with attention to detail * Ability to work collaboratively with technology and business teams * Good communication skills, with the ability to document and convey data-related information clearly * Good understanding of data management principles and data lifecycle management * Proficiency in using data management tools and software, or a demonstrated ability to quickly learn new technologies * Experience with data visualization tools, such as Tableau or Power BI, to assist in communicating data insights * Familiarity with data governance tools and platforms

Department: Deposit Operations The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up. In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns. The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS. Primary Functions of the Position: * Assists the Deposit Operations team lead on daily tasks * Performs client implementation set-up, maintenance requests, teller work, and quality review * Manages Escrow clients as it relates to sub accounting * Assists with new employee training * Ensures all service levels are met * Responsible for ongoing client support * Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position Education and Experience Requirements: * High School Diploma or equivalent; post-secondary education preferred * Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role Essential Skills and Abilities: * Demonstrates knowledge of all Deposit products, systems, and related processes * Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS * Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests * Ability to communicate effectively in writing and over the phone * Ability to work in a fast-paced, high-intensity work environment * Job may require additional hours of work during peak periods to meet service levels APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: Glenmede is seeking an Institutional Operations Associate to join our team. The person in this role will report to Glenmede's Director of Institutional Operations. This role is pivotal in advancing institutional client performance and analytical reporting as well as delivering broad support to our clients and internal teams. Glenmede's client portfolios include investments in public equity funds, private growth equity and buyout funds, venture capital funds, hedge funds, real assets, fixed income and direct co-investments. A critical component of the role will involve deep engagement in the implementation and ongoing utilization of an Investment Book of Record (IBOR) and performance reporting platform. RESPONSIBILITIES: IBOR/Platform Implementation & Reporting Serve as a key contributor to the implementation of the firm's investment reporting and Investment Book of Record (IBOR) platform. Collaborate with internal stakeholders and external vendors to ensure data integrity, system integration, and reporting accuracy. Act as a subject matter expert and lead resource for ongoing system enhancements and data/reporting needs. Collaborate on project plan and help manage the onboarding of Glenmede client data to a newly selected provider. Investment Operations & Client Reporting Reconcile and process investment transactions across internal systems to support accurate, timely reporting for the firm's largest clients. Support the design and ongoing production of performance, liquidity, exposure, and pro forma portfolio and cash flow reports. Coordinate the monthly close process, ensuring accurate performance reporting and client deliverables. Coordinate with managers, fund administrators, and service providers to gather transparency, compliance, ESG, and DEI-related data. Research & Relationship Support Maintain the operational components of the firm's research management system, ensuring timely capture of manager documentation. Assist in the preparation of materials for client investment committee meetings. Partner with client service teams to respond to client and auditor inquiries. Support the onboarding of new institutional client relationships by coordinating data collection, documentation, and systems setup. Firm Building Engage in department-specific and firm-wide initiatives to complete corporate initiatives, projects, and business analysis supporting Glenmede's strategic goals. Ability and willingness to contribute to the advancement of team, office and business capabilities. Perform other duties as required by position. A commitment to ethical principles and professional standards, acting with transparency, fairness and desire to prioritize the best interest of clients. Upholds confidentiality, avoids conflicts of interest, and ensures all actions align with legal and regulatory requirements. REQUIRED QUALIFICATIONS: Bachelor's degree in Accounting, Finance, Economics or a related field. 2+ years of experience in fund accounting, investment operations, performance measurement or a related function in an endowment, foundation, pension, OCIO, bank or other asset management firm. Proficiency with performance measurement tools and software, as well as advanced Excel skills. PREFERRED QUALIFICATIONS: Certifications: CPA, CFA, CIPM or other relevant professional certifications. Experience with or exposure to IBOR and portfolio management platforms such as MSCI Total Plan, Addepar, Solovis or similar systems. Knowledge of various investment instruments including private equity, hedge funds, stocks, and bonds, plus general knowledge of investment accounting and performance practices for multi-asset class portfolios. Strong analytical and quantitative skills with the ability to interpret complex data and generate meaningful insights. Excellent written and verbal communication skills, with the ability to present information clearly and concisely to all stakeholders. High level of precision and attention to detail in all work products and a fundamental commitment to ensuring client reporting is accurate. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: Glenmede is seeking an Institutional Operations Associate to join our team. The person in this role will report to Glenmede's Director of Institutional Operations. This role is pivotal in advancing institutional client performance and analytical reporting as well as delivering broad support to our clients and internal teams. Glenmede's client portfolios include investments in public equity funds, private growth equity and buyout funds, venture capital funds, hedge funds, real assets, fixed income and direct co-investments. A critical component of the role will involve deep engagement in the implementation and ongoing utilization of an Investment Book of Record (IBOR) and performance reporting platform. RESPONSIBILITIES: IBOR/Platform Implementation & Reporting * Serve as a key contributor to the implementation of the firm's investment reporting and Investment Book of Record (IBOR) platform. * Collaborate with internal stakeholders and external vendors to ensure data integrity, system integration, and reporting accuracy. * Act as a subject matter expert and lead resource for ongoing system enhancements and data/reporting needs. * Collaborate on project plan and help manage the onboarding of Glenmede client data to a newly selected provider. Investment Operations & Client Reporting * Reconcile and process investment transactions across internal systems to support accurate, timely reporting for the firm's largest clients. * Support the design and ongoing production of performance, liquidity, exposure, and pro forma portfolio and cash flow reports. * Coordinate the monthly close process, ensuring accurate performance reporting and client deliverables. * Coordinate with managers, fund administrators, and service providers to gather transparency, compliance, ESG, and DEI-related data. Research & Relationship Support * Maintain the operational components of the firm's research management system, ensuring timely capture of manager documentation. * Assist in the preparation of materials for client investment committee meetings. * Partner with client service teams to respond to client and auditor inquiries. * Support the onboarding of new institutional client relationships by coordinating data collection, documentation, and systems setup. Firm Building * Engage in department-specific and firm-wide initiatives to complete corporate initiatives, projects, and business analysis supporting Glenmede's strategic goals. Ability and willingness to contribute to the advancement of team, office and business capabilities. Perform other duties as required by position. * A commitment to ethical principles and professional standards, acting with transparency, fairness and desire to prioritize the best interest of clients. Upholds confidentiality, avoids conflicts of interest, and ensures all actions align with legal and regulatory requirements. REQUIRED QUALIFICATIONS: * Bachelor's degree in Accounting, Finance, Economics or a related field. * 2+ years of experience in fund accounting, investment operations, performance measurement or a related function in an endowment, foundation, pension, OCIO, bank or other asset management firm. * Proficiency with performance measurement tools and software, as well as advanced Excel skills. PREFERRED QUALIFICATIONS: * Certifications: CPA, CFA, CIPM or other relevant professional certifications. * Experience with or exposure to IBOR and portfolio management platforms such as MSCI Total Plan, Addepar, Solovis or similar systems. * Knowledge of various investment instruments including private equity, hedge funds, stocks, and bonds, plus general knowledge of investment accounting and performance practices for multi-asset class portfolios. * Strong analytical and quantitative skills with the ability to interpret complex data and generate meaningful insights. * Excellent written and verbal communication skills, with the ability to present information clearly and concisely to all stakeholders. * High level of precision and attention to detail in all work products and a fundamental commitment to ensuring client reporting is accurate. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: * Competitive health and welfare benefits, including company HSA contributions * Numerous voluntary benefit choices available * Superior 401k match * Tuition reimbursement * Company subsidized commuter benefits * Generous paid time off, including parental leave * Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

The Loan Operations team is responsible for the settlement and loan life cycle events related to Jefferies' purchase of secondary loans, Collateralized Loan Obligation and Total Return Swaps. The secondary loan market refers to the sale of loans that occur after syndication. It includes sales of trades of syndicated loans made by lenders in the original syndicate and those made by subsequent purchasers. On the Loan Operations team your responsibilities would include, but are not limited to: Arranging the funding, purchase, and settlement of loans Interpret Credit agreements Reconciling settled positions Reconciling cash related to purchases, loan repayments, fees, etc. Processing business activity into Loan IQ Assisting product controllers with the accurate capture of details into the General Ledger Coordinating between Closers, Product Control, Treasury, and any other involved parties Calculating LOR, delayed comp, cost of carry payments when needed Coordinate and monitor payments and reconcile all differences with agent Ad-hoc tasks as needed related to business activity Desirable Qualifications: Thorough knowledge of Finastra LoanIQ and how to operationally process secondary loans, CLO, TRS Strong attention to detail, strong written and verbal communication skills, strong Excel skills (especially Pivot Tables and VLOOKUP), team player, proven ability as a self-starter, ability to think quickly under pressure Understanding of basic BBG, computer programing (SQL) and data set manipulation a plus, but not required Primary Location Full Time Salary Range of $80,000-$100,000. #LI-MB1

KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES • Respond to telephone inquiries from customers and associates pertaining to loan balances, payoffs, collateral information, etc. • Loan account maintenance and transactions • Perform daily balancing of the general ledger accounts • Review loan files for proper documentation and compliance • Prepare, review, and maintenance missing or incorrect documentation on the Loan Error Log • Prepare, scan and perform quality control on loan files • Order coupon books · Add and remove ACH and AFT records · Process returned payments • Collection maintenance • Process charge offs • Process loan extensions • Maintenance and process vehicle titles • Process closed loans • Process low balance report • Process and maintain proof of collateral insurance • Prepare and review HMDA LAR documentation • Review all declinations • Prepare Satisfaction Pieces • Initialize and maintain Forced Placed Insurance • Review and maintain Flood Insurance • Document and perform total loss documentation for insurance companies and customers • Prepare escrow accounts for payment • Prepare and maintain escrow analysis • Monitor and process PMI payments and cancellations • Federal Home Loan Bank (FHLB) monthly balancing • FHLB remittance • Process participation payments • Update and maintain dealer floor plan • Update and maintain adjustable rate analysis on loans • Process monthly credit insurance commission • Process credit life/disability claims • Process construction draws • Maintain tickler report • Perform other duties as assigned • Must advance to Loan Operations Specialist I within 18 months of hire Requirements SKILLS REQUIRED Broad knowledge of departmental operations, policies and procedures Ability to deal effectively and tactfully with customers and associates Ability to recognize irregular or suspicious transactions and take appropriate steps to prevent loss Adequate understanding of operations in other departments and bank retail outlets Understanding of Federal Regulations as they apply to loans Experience with using personal computers and common business applications such as Word, Excel, and Outlook. Exposure to bank core accounting systems, Jack Henry Silverlake preferred. Ability to operate common business equipment such as copiers, printers, and scanners. Above average problem solving and accounting skills Ability to lift 25 lbs.

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Deposit Operations Associate/ACH and Wire Transfers Specialist. This position requires that the incumbent have strong interpersonal, verbal, and written communication skills. The position requires a self-starter with the ability to exercise independent judgement. The incumbent will be organized and can multi-task with a sense of urgency to ensure critical daily deadlines are met. The incumbent for this position will be the subject matter expert on ACH and Wire Transfer Processing. They will need to have a strong understanding of the ACH Network and be proficient in NACHA Operating Rules and Guidelines. They will also need a well-founded working knowledge of OFAC, and payments travel rules. They are responsible for multiple daily duties related to ACH, including file origination, reclamations, ACH returns, ACH automated transfers and notifications of change. They will need to think critically and understand the high potential of risk within the ACH and wire environment. They will need to be aware of possible Corporate Account Takeover and will understand the processes and procedures designed to mitigate this risk. They will need the ability to solve problems in a quick and efficient manner and be able to identify potential fraud or suspicious activity. This is a full time Monday-Friday position with rotating Saturday morning scheduling located at our Robbinsdale branch. Primary Responsibilities: Serve as subject matter expert on all things related to ACH and Wire Transfers Process ACH transactions, including ACH origination, manual returns, notifications of change, reclamations Stay current on NACHA Rules and integrate them into daily processing Set-up and maintenance of ACH automated transfers Review daily ACH reports and report rules violations Process and balance incoming and outgoing domestic and international wires, ensuring compliance with regulations and maintaining transaction accuracy Additional Responsibilities: Process ACH and wire research requests. Participate in annual ACH audit. Provide Customer Service phone support to customers and staff. Backup Review and verify FinCEN and OFAC reports. Update procedures as needed. Other duties/projects as requested. Qualifications and Attributes: High school diploma or GED Required Minimum of 2 years prior banking experience in a related position AAP certification preferred (Accredited ACH Professional) Prior experience with Jack Henry core banking systems preferred Proficient in Microsoft Office: Word, Excel and Outlook Provide outstanding customer service with a positive attitude Ability to work under pressure Ability to multi-task Ability to easily adapt to changing technological products, features, and procedures within the Financial Industry Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees Ability to read, write, and understand policy and procedure manuals. Ability to communicate information to managers. Ability to respond to sensitive customer inquiries or complaints. Benefits: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with generous match, PFML, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, and generous PTO allowance. Incentive compensation plan for all employees in bank (if hired by July 1 of that year) Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth Work for a community bank with over 75 years of local banking history Opportunity to participate in fun community activities Starting salary range: $27.00 - $32.00 depending on qualifications. Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Deposit Operations Associate/ACH and Wire Transfers Specialist. This position requires that the incumbent have strong interpersonal, verbal, and written communication skills. The position requires a self-starter with the ability to exercise independent judgement. The incumbent will be organized and can multi-task with a sense of urgency to ensure critical daily deadlines are met. The incumbent for this position will be the subject matter expert on ACH and Wire Transfer Processing. They will need to have a strong understanding of the ACH Network and be proficient in NACHA Operating Rules and Guidelines. They will also need a well-founded working knowledge of OFAC, and payments travel rules. They are responsible for multiple daily duties related to ACH, including file origination, reclamations, ACH returns, ACH automated transfers and notifications of change. They will need to think critically and understand the high potential of risk within the ACH and wire environment. They will need to be aware of possible Corporate Account Takeover and will understand the processes and procedures designed to mitigate this risk. They will need the ability to solve problems in a quick and efficient manner and be able to identify potential fraud or suspicious activity. This is a full time Monday-Friday position with rotating Saturday morning scheduling located at our Robbinsdale branch. Primary Responsibilities: Serve as subject matter expert on all things related to ACH and Wire Transfers Process ACH transactions, including ACH origination, manual returns, notifications of change, reclamations Stay current on NACHA Rules and integrate them into daily processing Set-up and maintenance of ACH automated transfers Review daily ACH reports and report rules violations Process and balance incoming and outgoing domestic and international wires, ensuring compliance with regulations and maintaining transaction accuracy Additional Responsibilities: Process ACH and wire research requests. Participate in annual ACH audit. Provide Customer Service phone support to customers and staff. Backup Review and verify FinCEN and OFAC reports. Update procedures as needed. Other duties/projects as requested. Qualifications and Attributes: High school diploma or GED Required Minimum of 2 years prior banking experience in a related position AAP certification preferred (Accredited ACH Professional) Prior experience with Jack Henry core banking systems preferred Proficient in Microsoft Office: Word, Excel and Outlook Provide outstanding customer service with a positive attitude Ability to work under pressure Ability to multi-task Ability to easily adapt to changing technological products, features, and procedures within the Financial Industry Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees Ability to read, write, and understand policy and procedure manuals. Ability to communicate information to managers. Ability to respond to sensitive customer inquiries or complaints. Benefits: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with generous match, PFML, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, and generous PTO allowance. Incentive compensation plan for all employees in bank (if hired by July 1 of that year) Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth Work for a community bank with over 75 years of local banking history Opportunity to participate in fun community activities Starting salary range: $27.00 - $32.00 depending on qualifications. Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you! Position Summary: Selene is seeking a qualified candidate for the Operations Associate position (“Associate”). This position will work exclusively on certain Pretium residential credit private equity funds. Reporting to the VP of Operations, the successful candidate will manage and/or assist with various operational functions including, but not limited to the monthly remittance process across the residential credit platform, monthly financing administration with multiple investment banks, new mortgage pool closings, and new financing line setup and closings (e.g., repurchase agreements or securitizations). This position will work side-by-side with the fund controllers as well as the trustee/paying agent of the private equity funds. The ideal candidate will be familiar with the various activities noted above, have a strong attention to detail/organizational skills, and be able to work with large, complex datasets. The ideal candidate must be inquisitive, a self-starter, and be comfortable operating in a dynamic, fast paced, and entrepreneurial environment. Essential Duties and Responsibilities include the following. Other duties may be assigned. Prepare and reconcile the remittance information for the Pretium residential credit funds, including separately managed accounts - Interim servicing reconciliation - Monthly cash tie out - Data validations - Liaise with IT/data to automate/enhance processes Assist with the Selene remittance and support process improvement - Work with Selene investor reporting on validation procedures - Data enhancement - Automation Settlement contact on all deals - Mortgage pool closings/repurchase agreements - Securitizations - EBO repoolings - Wire setup Complete all new account setups - Know-your-client requests - Document requests Conduct the monthly financing rolls for the Pretium residential credit funds - Whole loans - Securities - Swaps - Securitization tie outs - Load all information into the internal SQL database Provide the fund administrator/fund accounting with supporting schedules for trial balance tie out Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with the ability to prioritize and maintain a large volume of multi-faceted work. Also required is the ability to be flexible and adapt to a fast-paced and changing business environment. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in accounting/finance, or equivalent business experience Experience: 3-5 years Self-starter comfortable operating in a dynamic, entrepreneurial environment with evolving roles and responsibilities Strong attention to detail Effective verbal and written communication skills Preference will be given to candidates with the Certified Public Accountant or Certified Management Accountant designations or MBA degree Strong preference will be given to candidates with relevant residential mortgage loan / REO accounting and operations experience Preference will be given to candidates with SQL knowledge Microsoft Office (particularly strong in Microsoft Excel) Why Selene? Benefits Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes: Paid Time Off (PTO) Medical, Dental &Vision Employee Assistance Program Flexible Spending Account Health Savings Account Paid Holidays Company paid Life Insurance Matching 401(k) Plan The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs. Privacy Policy - Selene (seleneadvantage.com)

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Deposit Operations Associate/Operations Specialist. A Deposit Operations Associate must be a team player who is supportive of the Core Values of CIB. This position is responsible for providing a full range of professional, technical and general support for consumer and business customers, and other departments within the bank. The position requires a self-starter with the ability to exercise independent judgement. The incumbent will be organized and can multi-task with a sense of urgency to ensure critical daily deadlines are met. The position requires exceptional customer service skills and consistently maintain a positive attitude. This requires that the incumbent have strong interpersonal, verbal, and written communication skills. The incumbent for this position will need to think critically and be able to easily identify patterns of suspicious or fraudulent activity. Accuracy and attention to detail are critical to success in this role. This is a full time Monday-Friday position with rotating Saturday morning scheduling located at our Robbinsdale branch. Primary Responsibilities: Act as primary point of contact for Online Services set up, maintenance, and troubleshooting for both consumer and business customers. Oversee debit card portfolio including processing, reporting, inventory management and service delivery Provide maintenance for consumer and business customers, and handle other administrative duties as needed. Provide support to customers and staff across various channels including, but not limited to, secure messaging, online banking, email, and phone. Monitor Online Services including Bill Pay and Mobile Deposit for fraudulent or suspicious activity. Serve as backup for the Cash Management Specialist, including implementation, ongoing maintenance and exception item processing. Identify opportunities for process improvements within the department. Additional Responsibilities: Complete research requests and various projects as needed. Update procedures as needed. Other duties/projects as requested. Qualifications and Attributes: High school diploma or GED Required. Additional post-secondary training is preferred. Two years prior banking experience in a related role required. Provide outstanding customer service with a positive attitude. Proactive self-starter with an ability to manage multiple responsibilities and reprioritize based on new information and shifting deadlines. Ability to easily adapt to changing technological products, features, and procedures within the Financial Industry. Excellent judgement, independent thinking, and problem-solving skills. Proficient in Microsoft Office: Word, Excel and Outlook. Ability to read, write, and understand policy and procedure manuals. Ability to communicate information to managers. Ability to respond to sensitive customer inquiries or complaints. Benefits: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, and generous PTO allowance. Incentive compensation plan for all employees in bank (if hired by July 1 of that year) Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth Work for a community bank with over 75 years of local banking history Opportunity to participate in fun community activities Starting salary range: $22.00 - $28.00 depending on qualifications. Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Deposit Operations Associate/Operations Specialist. A Deposit Operations Associate must be a team player who is supportive of the Core Values of CIB. This position is responsible for providing a full range of professional, technical and general support for consumer and business customers, and other departments within the bank. The position requires a self-starter with the ability to exercise independent judgement. The incumbent will be organized and can multi-task with a sense of urgency to ensure critical daily deadlines are met. The position requires exceptional customer service skills and consistently maintain a positive attitude. This requires that the incumbent have strong interpersonal, verbal, and written communication skills. The incumbent for this position will need to think critically and be able to easily identify patterns of suspicious or fraudulent activity. Accuracy and attention to detail are critical to success in this role. This is a full time Monday-Friday position with rotating Saturday morning scheduling located at our Robbinsdale branch. Primary Responsibilities: Act as primary point of contact for Online Services set up, maintenance, and troubleshooting for both consumer and business customers. Oversee debit card portfolio including processing, reporting, inventory management and service delivery Provide maintenance for consumer and business customers, and handle other administrative duties as needed. Provide support to customers and staff across various channels including, but not limited to, secure messaging, online banking, email, and phone. Monitor Online Services including Bill Pay and Mobile Deposit for fraudulent or suspicious activity. Serve as backup for the Cash Management Specialist, including implementation, ongoing maintenance and exception item processing. Identify opportunities for process improvements within the department. Additional Responsibilities: Complete research requests and various projects as needed. Update procedures as needed. Other duties/projects as requested. Qualifications and Attributes: High school diploma or GED Required. Additional post-secondary training is preferred. Two years prior banking experience in a related role required. Provide outstanding customer service with a positive attitude. Proactive self-starter with an ability to manage multiple responsibilities and reprioritize based on new information and shifting deadlines. Ability to easily adapt to changing technological products, features, and procedures within the Financial Industry. Excellent judgement, independent thinking, and problem-solving skills. Proficient in Microsoft Office: Word, Excel and Outlook. Ability to read, write, and understand policy and procedure manuals. Ability to communicate information to managers. Ability to respond to sensitive customer inquiries or complaints. Benefits: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, and generous PTO allowance. Incentive compensation plan for all employees in bank (if hired by July 1 of that year) Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth Work for a community bank with over 75 years of local banking history Opportunity to participate in fun community activities Starting salary range: $22.00 - $28.00 depending on qualifications. Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Cybersecurity Ops II position at Associate level, which is part of the job family responsible for monitoring, detecting, and responding to security incidents to ensure the organization's systems and data are protected from actual and potential threats or breaches. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Fraud Operations, under the Cyber Data Risk & Resilience Division, plays a key role in supporting the Firm, delivers industry leading operational solutions by aligning the right functions, people, processes, and tools to ensure the Firm is protected against internal and external fraud risk. The Fraud Alerts team within Fraud Operations acts as the Firm-s first line of defenses for monitoring suspicious transactions for the Wealth Management & E*Trade business which includes Crypto. One of our key functions is ensuring immediate investigation of fraud alerts on high-risk transactions such as funds transfers. The team also serves as the Firm's subject matter experts for payment fraud related matters and provides training and education to the payment community globally as well as supports payment teams through payment expertise and guidance on Firm expectations on appropriate execution of wire transfers. What you'll do in the role: • Monitoring and investigating of real time fraud alerts for WM E*Trade and ISG business. • Responding to fraud incident by invoking the appropriate playbook • Performing ongoing assessment and enhancement on the effectiveness of the fraud alerts. • Monitor and investigate real-time crypto account activity to detect and prevent fraud, abuse, and unauthorized access. • Support new product launches involving crypto payments, wallets, and blockchain integrations, ensuring fraud events are reviewed and resolved within SLA timelines. • Collaborate with internal stakeholders (e.g., compliance, legal, cybersecurity) to remediate confirmed fraud events. • Engage directly with clients to verify flagged crypto transactions and resolve unauthorized activity. • Maintain awareness of emerging crypto fraud schemes, including phishing, wallet hijacking, and smart contract exploits. • Identify and escalate new fraud scenarios and process gaps to management. • Crosstrain across operational support functions to ensure coverage and continuity. • Adhere to departmental and corporate policies, ensuring compliance with crypto-specific regulatory guidelines. • Drafting and Maintaining procedures • Attending regular Governance meetings and reporting to Senior Management What you'll bring to the role: • Experience in fraud or break investigations. • General knowledge on different fraud type and characteristic • Data analytic skill is a plus. • Ability to work under pressure in handling time critical payment investigations, managing conflict and challenge payment teams processes and controls • Confident, well-rounded, methodical person with strong analytical skills • Self-motivated, pro-active and have the ability to work consistently and efficiently to achieve goals, either as an individual or as part of a team • Attention to detail and accuracy is essential • Task orientated and inquisitive in nature • Excellent spoken and written English required We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. At Morgan Stanley Alpharetta, we support the Firm's global business and functions from Wealth Management and Institutional Securities to Technology and Operations, Finance and Human Resources. With the 2020 acquisition of E-TRADE, Morgan Stanley Alpharetta grew significantly and has grown its role in our Wealth Management business helping deliver a premiere experience for the digitally inclined investor and trader. Learn more about our work and culture in Morgan Stanley Alpharetta. 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). 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. 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).

If you enjoy coordinating product initiatives and gathering strategic inputs, this opportunity is for you. Utilize your experience and analytic prowess to calculate key metrics and facilitate change in a collaborative, dynamic environment. As a Product Portfolio Operations Associate within Commercial and Investment Bank, you are responsible for supporting the creation of processes to ensure synergies across the broader product ecosystem. Work closely with the Product Portfolio Operations team and assist with planning, executing, and analyzing product-related projects. Job responsibilities Supports efforts to coordinate across products to ensure delivery against business objectives Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs Calculates basic metrics for portfolio management operations Develops change initiative materials Supports ongoing Payments deal governance and sales pipeline activities Collaborates with Sales, Product, and Pricing teams on strategic payments deals Partners with Deal teams to prepare for Committee reviews Manages business controls processes to support sales Creates and tracks KPIs for Deal Governance Works on integration workstreams for Payments Governance Partners with the controls organization to drive enhancements Required qualifications, capabilities, and skills Bachelor's degree in Finance, Accounting, Economics, or related discipline 2+ years of experience or equivalent expertise in program management or performance optimization Proven ability to support the implementation of operational effectiveness initiatives Prior experience using techniques and tools in relation to data analytics Experience with financial calculations and pricing concepts Highly skilled in Microsoft PowerPoint/PitchPro, Excel, Word, Tableau Ability to communicate complex concepts clearly in a dynamic environment Strong judgment, professional maturity, and personal integrity Proactive, results-oriented, and able to manage multiple tasks simultaneously Preferred qualifications, capabilities, and skills Experience in deal governance or financial services Ability to build solutions to automate and improve tools

If you enjoy coordinating product initiatives and gathering strategic inputs, this opportunity is for you. Utilize your experience and analytic prowess to calculate key metrics and facilitate change in a collaborative, dynamic environment. As a Product Portfolio Operations Associate within Commercial and Investment Bank, you are responsible for supporting the creation of processes to ensure synergies across the broader product ecosystem. Work closely with the Product Portfolio Operations team and assist with planning, executing, and analyzing product-related projects. **Job responsibilities** + Supports efforts to coordinate across products to ensure delivery against business objectives + Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs + Calculates basic metrics for portfolio management operations + Develops change initiative materials + Supports ongoing Payments deal governance and sales pipeline activities + Collaborates with Sales, Product, and Pricing teams on strategic payments deals + Partners with Deal teams to prepare for Committee reviews + Manages business controls processes to support sales + Creates and tracks KPIs for Deal Governance + Works on integration workstreams for Payments Governance + Partners with the controls organization to drive enhancements **Required qualifications, capabilities, and skills** + Bachelor's degree in Finance, Accounting, Economics, or related discipline + 2+ years of experience or equivalent expertise in program management or performance optimization + Proven ability to support the implementation of operational effectiveness initiatives + Prior experience using techniques and tools in relation to data analytics + Experience with financial calculations and pricing concepts + Highly skilled in Microsoft PowerPoint/PitchPro, Excel, Word, Tableau + Ability to communicate complex concepts clearly in a dynamic environment + Strong judgment, professional maturity, and personal integrity + Proactive, results-oriented, and able to manage multiple tasks simultaneously **Preferred qualifications, capabilities, and skills** + Experience in deal governance or financial services + Ability to build solutions to automate and improve tools JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City,NJ $77,900.00 - $115,000.00 / year