Investment Fund Managers

Wells Fargo is back in the office, working together for great outcomes in our Cyber Security Division.

This role is three days a week in the office, seated in the areas where the ad is posted.

This role has no Visa sponsorship or transfer.

Wells Fargo is looking for tool savvy Cyber Analyst, who will work within our Governance area. You'll feel like you are contributing to the larger purpose as you create dashboards, pivot tables and visuals for the Cyber Executives to consume. We will give you the end goal and you'll suggest the way to get there and produce the outcome.

You'll bring a strong skill set across key business tools including Jira, SharePoint, Confluence, Power Apps, and Power BI. Well organized, you'll be able to continuously manage and execute multiple priorities simultaneously.

You'll drive strategic build out and maintenance of collaboration, storage, and tracking solutions sites including structure, organization, and permissions while ensuring adherence to company information management policies.

We need someone who can lead, and support programs and controls of moderate complexity related to business resiliency while performing records management and contributing to project plans. Additionally, you'll manage documentation, and work with users to understand complex problems and resolve issues in accordance with change management timelines.

**In this role, you will:**

+ Partner with Governance and other Cybersecurity teams to gather requirements, analyze business processes, and propose innovative solutions.

+ Design, develop and implement custom solutions using Power Apps, Power Automate, and Share Point Online to address business needs, streamline processes, automate repetitive tasks, and enhance operational efficiency and productivity.

+ Leverage superior Jira skills to manage new and existing projects including user permissions and access, design, workflows, and dashboards to provide appropriate workload management and analysis.

+ Review and analyze moderately complex business organizational systems and navigation to anticipate and communicate change impacts using comprehensive engagement strategies.

+ Strategically collaborate and consult with peers, colleagues, and mid- to senior level managers to resolve issues and achieve goals.

+ Champion continuous improvement to identify appropriate business solutions to track, monitor, and analyze data.

+ Develop and maintain process documentation and provide inputs to regular associated reporting.

+ Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

+ Ensure adherence to compliance and legal regulations and policies on all projects managed.

+ Lead projects and initiatives, serve as a peer mentor to staff and interns as needed.

**Required Qualifications:**

+ 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Strong technical expertise with at least two of the following: Jira, Confluence, SharePoint, Power Apps, and/or Power BI

+ Strong critical thinking and project management skills, consistent attention to detail, and ability to manage competing priorities while meeting deadlines

+ Excellent verbal, written, and interpersonal communication skills

+ Proficiency in MS Word, Excel, PowerPoint, and Visio

+ Familiarization with Agile and ITIL service management frameworks

**Job Expectations:**

+ Ability to work on-site at approved location at least three days per week

**Posting End Date:**

15 May 2024

***Job posting may come down early due to volume of applicants.**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-352407-2

**Updated:** Mon Apr 22 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

information security analyst- az, nc, tx.

+ chandler , arizona

+ posted today

**job details**

summary

+ $53 - $53.59 per hour

+ contract

+ bachelor degree

+ category computer and mathematical occupations

+ reference1049646

job details

job summary:

Randstad Technologies is hiring and we're looking for someone like YOU to join our team! If you are seeking a new opportunity, looking to grow in your career, or you know someone who is - we want to hear from you! Take a look at the below opportunity, or feel free to visit RandstadUSA.com to view and to any of our open roles.

location: Chandler, Arizona

job type: Contract

salary: $53.00 - 53.59 per hour

work hours: 8am to 4pm

education: Bachelors

responsibilities:

This position will support Cloud Security Benchmark tasks specific to developing/documenting codifiable cloud security control parameters for Azure and GCP platforms/services. Candidates for this role will have experience with Information Security industry and government standard frameworks, as well as having experience navigating and working with Cloud Service Provider platforms and associated services and controls (Azure and/or Google). Candidates for this role will: - platforms/services. - Interact with cloud engineers to understand, verify, and document benchmark implementation approaches. - Support engineering teams in the development of Policy as Code (PaC) for adherence to documented security baselines. - Be a motivated self-starter, quick to adapt and stay focused on delivering results in a fast-paced environment with aggressive deadlines. - Work effectively with a virtual Team consisting of members across various locations in the U.S. and India.

qualifications:

+ Experience level: Experienced

+ Minimum 5 years of experience

+ Education: Bachelors

skills:

+ Azure

+ Cloud

+ microsoftEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected] offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).Applications accepted on ongoing basis until filled.

information security analyst/ technical writer- az, nc,tx.

+ chandler , arizona

+ posted today

**job details**

summary

+ $69 - $69.53 per hour

+ contract

+ bachelor degree

+ category computer and mathematical occupations

+ reference1049699

job details

job summary:

Randstad Digital is hiring and we're looking for someone like YOU to join our team! If you are seeking a new opportunity, looking to grow in your career, or you know someone who is - we want to hear from you! Take a look at the below opportunity, or feel free to visit RandstadUSA.com to view and to any of our open roles.

location: Chandler, Arizona

job type: Contract

salary: $69.00 - 69.53 per hour

work hours: 8am to 4pm

education: Bachelors

responsibilities:

- Evaluate cloud app workload, platform and/or service implementations for adherence to the Cloud Control Framework (CCF). - Gather evidence of control adherence for the platform, application workloads for cloud services. - Work with development teams, platform architects and process engineers to validate their workloads before and/or after production deployment. - Drive the development of cloud control validation and adherence evidence gathering Playbooks. - Collaborate with Teammates and partners to gather and/or confirm details/specifics for inclusion with Playbooks. - Evaluate in place processes and procedures, recommend consistency, quality and security/risk mitigating adjustments to re-engineer processes and reflect results in Playbooks. - Ensure Playbooks can be leveraged by engineering and development teams as requirements for the automation of cloud control validation and evidence gathering processes.

qualifications:

+ Experience level: Experienced

+ Minimum 5 years of experience

+ Education: Bachelors

skills:

+ Technical

+ Network Security

+ Network Security

+ Technical Support

+ CloudEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected] offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).Applications accepted on ongoing basis until filled.

information security analyst- az, tx, nc.

+ chandler , arizona

+ posted today

**job details**

summary

+ $69.50 - $69.53 per hour

+ contract

+ bachelor degree

+ category computer and mathematical occupations

+ reference1049653

job details

job summary:

Randstad Digital is hiring and we're looking for someone like YOU to join our team! If you are seeking a new opportunity, looking to grow in your career, or you know someone who is - we want to hear from you! Take a look at the below opportunity, or feel free to visit RandstadUSA.com to view and to any of our open roles.

location: Chandler, Arizona

job type: Contract

salary: $69.50 - 69.53 per hour

work hours: 8am to 4pm

education: Bachelors

responsibilities:

Day to Day activities of the role include: - Evaluate cloud app workload, platform and/or service implementations for adherence to the Cloud Control Framework (CCF) - Identify risks, control gaps and control validation evidence deficiencies to ensure cloud workloads are secure prior to deployment, or validate as a post-deployment QA process - Gather evidence of control adherence for the cloud platform, cloud application workloads and for cloud services. - Work with development teams, platform architects and process engineers to gather evidence of control adherence, negotiate as needed to obtain sufficient evidence for successful validation with a high level of due diligence.

qualifications:

+ Experience level: Experienced

+ Minimum 5 years of experience

+ Education: Bachelors

skills:

+ Public cloud cpmputing

+ identity access management

+ CloudEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected] offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).Applications accepted on ongoing basis until filled.

Planning Analyst II

Print (https://www.governmentjobs.com/careers/capaz/jobs/newprint/4472637)

Apply



Planning Analyst II

Salary

$95,000.00 - $108,000.00 Annually

Location

Headquarters - Phoenix 85024, AZ

Job Type

Full-Time

Remote Employment

Flexible/Hybrid

Job Number

1207

Department

CAGRD

Opening Date

04/23/2024

Closing Date

5/13/2024 11:59 PM Arizona

+ Description

+ Benefits

+ Questions

Overview & Purpose

About the Pay

Note: The salary range listed ($95,000 – $108,000) reflects the TARGET HIRING RANGE only and does not represent the full pay range for this position.

About Central Arizona Project

Central Arizona Project, a 336-mile system that brings Colorado River water to central and southern Arizona, delivers the state's single largest renewable water supply and serves 80% of the state's population.

Compensation & Benefits Package includes:

+ Competitive Salaries

+ Arizona State Retirement System - Pension

+ 401(k)

+ Medical, Dental and Vision

+ Life insurance, LTD, Short-term disability

+ 4-10 (Mon-Thur) work schedule

+ Option for part-time remote work after successful 3-month onboarding

+ Paid training & tuition reimbursement

+ 9 paid holidays

+ Paid vacation & sick time

+ Wellness programs

+ No benefits waiting period

+ Relocation benefits

+ Significant training and development opportunities

+ Public Student Loan Forgiveness eligible employer

About the Responsibilities

As a Planning Analyst II (https://www.governmentjobs.com/careers/capaz/classspecs/911001?keywords=planning%20analyst%20II&pagetype=classSpecifications) , you are responsible for providing professional analytical and technical support to the CAGRD including researching, analyzing, developing, and implementing strategies, processes and policies in support of the CAGRD’s statutory and contractual requirements. Provide support and consult with other CAP departments, CAP management, Board of Directors and stakeholders.

Some of the duties include:

+ Data Acquisition. Determines information needs. Conducts research efforts. Coordinates, acquires and maintains data from multiple sources into data management systems. Oversees maintenance of those systems. Translates data into useable formats for analysis and for use by staff and management.

+ Analysis. Analyzes and interprets data, contracts, regulations, and statutes to solve CAP water resource problems requiring multiple disciplines. Analyzes water use patterns and develops profiles. Uses existing or devises new, innovative models and methodologies. Prepares and presents oral and written reports regarding issues of immediate or special concern.

+ Policy/Program Development. Evaluates CAP resource scenarios, develops alternatives, and recommends effective strategies, policies and programs to achieve CAP strategic goals.

About the Qualifications

+ Bachelor’s degree in economics, physical sciences, natural resources, engineering, business, public policy, law, urban planning, geography, computer systems, or related field from an accredited college or university.

+ Five (5) years of recent experience performing functions related to the essential duties of this position; OR three (3) years of related experience with an advanced degree.

+ Strong analytical and communication skills (oral and written).

+ Ability to work effectively with others in a team-oriented environment.

+ Proficient in the use of spreadsheets and databases.

+ Demonstrated excellent analytical ability in applying specialized and conceptual knowledge in the areas of responsibility.

+ Solid working knowledge in MS Office Suite.

+ Experience reading, extrapolating, and understanding GIS (Geographic Information Systems) data.

+ Ability to analyze resource issues and present findings and recommendations in a logical and understandable manner.

+ Ability to develop policy statements and supporting justification.

+ Ability to respond and work effectively in a high-pressure environment requiring flexibility to meet changing demands.

+ Demonstrated goal setting and conflict resolution skills.

Required Certifications or Licenses: Valid driver's license and good driving record .

Preferences given to those with a background in Arizona water resources management and knowledge of water users.

Click HERE (https://www.governmentjobs.com/careers/capaz/classspecs/911001?keywords=planning%20analyst%20II&pagetype=classSpecifications) to see the full position description.

If you are a creative thinker looking for exciting challenges and work variety, at an amazing company, APPLY ONLINE TODAY! Your water, your future. EOE

Welcome to the Central Arizona Project - YouTube

Clickhere (http://www.cap-az.com/employment/benefits/) for details regarding CAP's benefits.

01

I have reviewed the target hiring range for this position. I understand that this target range does not reflect the full employee pay range for this job. I understand that in addition to pay, CAP provides employees with a generous benefits package including pension, 401(k), excellent health insurance with $0 employee-only premium, dental, vision, life, disability, 4-10 work schedule with Fridays off, paid training, tuition reimbursement, paid parental leave, paid holidays, paid time off, wellness programs, and more.

+ Yes

02

Which best describes your highest level of education?

+ Less than High School Diploma or Less than a GED

+ High School Diploma or GED

+ Associate's degree

+ Bachelor's degree

+ Master's degree

+ PhD or JD

03

How many years of recent experience do you have performing functions related to the essential duties of this position?

+ None

+ 1 - 2

+ 3 - 4

+ 5 - 6

+ 7+

04

Are you proficient in the use of spreadsheets and databases?

+ Yes

+ No

05

If you answered "Yes" to question #4, please briefly describe your experience below.

06

Do you have demonstrated analytical ability in applying specialized and conceptual knowledge in the areas of responsibility?

+ Yes

+ No

07

If you answered "Yes" to question #6, please briefly describe your experience below.

08

Do you have a solid working knowledge in MS Office Suite?

+ Yes

+ No

09

Do you have experience reading, extrapolating, and understanding GIS (Geographic Information Systems) data?

+ Yes

+ No

10

If you have a background in Arizona water resources management and/or knowledge of water users, please briefly describe your experience below.

11

Do you have a valid driver's license and a good driving record?

+ Yes

+ No

Required Question

Agency

Central Arizona Project

Address

23636 N. 7th Street

Phoenix, Arizona, 85024

Website
http://www.cap-az.com

Apply

Please verify your email addressVerify Email

The Financial Planning Analyst (FPA) will assist in the financial planning, reporting and analysis for the Clinical Effectiveness business within the Health Division of Wolters Kluwer. This role will be focused on sales, revenue, forecasting, and analysis across products as well as identifying business opportunities that drive growth. The individual must be a self-starter and work with limited direction while taking full ownership of their areas of responsibility. They will be expected to problem solve, think critically, analyze large data sets, recommend solutions, and exercise good business judgement. In this remote-friendly position the FPA will report to the Financial Planning Manager in the Health UpToDate division of Wolters Kluwer.

**Essential Responsibilities**

**Partnering**

+ Financial support for the North American business segments with a focus on the Individual Segment.

+ Provide quantitative-based recommendations that support sales and revenue growth targets.

+ Partner with Finance and Sales and Segment teams across the business to develop the forecast; ensure collaboration with partners.

+ Maintain financial models to track indicators and forecast financial performance.

+ Anticipate opportunities and risks in the forecasts and communicate them.

+ Support and partner with teams in planning, reporting, and improving performance of operations and reducing cost.

+ Participate in cross functional teams and projects.

+ Engage in monthly close processes across multiple order management systems.

+ Partner with business leaders to identify P&L opportunities.

**Reporting**

+ Work with and analyze large data sets; identify trends and be able to tell a story with the data/translate it.

+ Prepare, analyze, and present financial results, as necessary including supporting metrics.

+ Build and prepare financial reports along with revising reports to be more useful and efficient through automation or other technology.

+ Forecast preparation through driver-based modeling with supporting data.

+ Perform month-end financial close responsibilities and review/ownership for all areas of responsibility.

+ Analyze financial and business performance against business metrics and document pertinent highlights that enable management to determine progress against strategic/business plans.

+ Monitor and analyze results against budget/forecasts and provide insightful and actionable variance explanations.

**Qualifications**

**Education:** Bachelor level or above degree with a concentration in Finance, Data Science, Data Analytics, or equivalent experience required.

**Required Experience:**

+ 2+ years’ experience with 1+ year in data analytics/analysis, sales or revenue operations, or finance: Internships may count toward the 2 years of experience.

+ Proficient in MS Office Suite with advanced knowledge of Excel preferred.

+ Ability to work independently and efficiently under tight deadlines.

+ Ability to work well in a team and a commitment to continuous quality improvement.

+ Strong quantitative and analytical skills with the ability to think strategically and critically.

**Preferred Experience, Knowledge, Skills & Abilities:**

+ Proficiency in financial software such as Power BI, NetSuite, Tagetik, Multi-Pub, Softrax, Great Plains, or other similar software.

+ Experience working in a large global company.

+ Exceptional organization skills and the ability to manage multiple competing priorities with accuracy and timeliness in a dynamic, fast-paced environment.

+ Excellent verbal and written communication skills.

**Travel** **:** 5%

Evidence-Based Clinical Decision Support System| UpToDate | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/uptodate)

\#LI-Remote

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Wealth Management Client Servicing Representative

Chandler, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem-solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Job Description:

As a Wealth Management Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their accounts which may include but is not limited to credit and debit cards and small business accounts. Client Services Representatives will handle inbound calls from clients, branch offices, banking centers, and various internal associates. CSR’s must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

Key Responsibilities include:

+ Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call

+ Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients

+ Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk

+ Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts

+ Display passion, commitment and deliver an experience that improves our customers’ financial lives

Required Skills:

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Strong analytical ability and organizational skills

+ Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

+ Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations

+ Able to prioritize issues and handle several sensitive processes at once in a timely fashion

+ Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines

+ Customer service skills and the ability to resolve problems and prevent client dissatisfaction

+ Handling escalated clients and demonstrates the ability to de-escalate when possible

+ Ability to manage/direct multiple functions effectively while delivering results

+ Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment

+ Ability to handle confidential matters and sensitive information in a responsible manner

Desired skills:

+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Wealth Management Client Servicing Representative

Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem-solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Job Description:

As a Wealth Management Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their accounts which may include but is not limited to credit and debit cards and small business accounts. Client Services Representatives will handle inbound calls from clients, branch offices, banking centers, and various internal associates. CSR’s must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

Key Responsibilities include:

+ Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call

+ Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients

+ Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk

+ Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts

+ Display passion, commitment and deliver an experience that improves our customers’ financial lives

Required Skills:

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Strong analytical ability and organizational skills

+ Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

+ Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations

+ Able to prioritize issues and handle several sensitive processes at once in a timely fashion

+ Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines

+ Customer service skills and the ability to resolve problems and prevent client dissatisfaction

+ Handling escalated clients and demonstrates the ability to de-escalate when possible

+ Ability to manage/direct multiple functions effectively while delivering results

+ Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment

+ Ability to handle confidential matters and sensitive information in a responsible manner

Desired skills:

+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

**About this role:**

Wells Fargo is seeking a Senior Lead Information Security Analyst to lead our ongoing Vulnerability & Patch Management partnership with Cloud Security. This highly visible role will act as liaison between Vulnerability & Patch Management organization and Cloud Security Executive leadership.

**In this role, you will:**

+ Provide oversight to the Information Security program for a major line of business

+ Consult with line of business on the consistent implementation of the enterprise information security model and solutions to remediate information security risks

+ Manage overall relationship with Cloud Security on behalf of Vulnerability & Patch Management organization - ensuring required deliverables are met on time

+ Ensure that risks to all information assets are being managed in a timely and effective manner to meet the Information Security Program requirements and the current threat landscape

+ Ensure information security capabilities are included in all aspects of the company's technology architecture

+ Proactively manage the information security risk profile of line of business information assets throughout the lifecycle of the asset

+ Provide vision, direction, and expertise to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies

+ Ensure the team has the necessary training and is keeping abreast of regulatory and compliance issues

+ Engage with all levels of professionals and managers companywide and serve as an experienced advisor to leadership

**Required Qualifications, US:**

+ 7+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 4+ years of experience interfacing with all levels of management, including executive level

+ 2+ years of vulnerability and patch management experience

**Desired Qualifications:**

+ Cyber Security and/or Risk Industry Certifications

**Job Expectations:**

+ Ability to travel up to 10% of the time

+ This position is not eligible for Visa sponsorship

+ This position offers a hybrid work schedule

**Posting Locations:**

+ 1525 W T Harris Blvd. - Charlotte, North Carolina 28262

+ 2600 S Price Rd.- Chandler, AZ 85286

+ 550 S 4th St.- Minneapolis, MN 55415

+ 1301 Solana Blvd - Westlake, TX 76262

**Pay Range**

$120,400.00 - $250,000.00

**Benefits**

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

+ 401(k) Plan

+ Paid Time Off

+ Parental Leave

+ Critical Caregiving Leave

+ Discounts and Savings

+ Health Benefits

+ Commuter Benefits

+ Tuition Reimbursement

+ Scholarships for dependent children

+ Adoption Reimbursement

**Posting End Date:**

2 May 2024

*** Job posting may come down early due to volume of applicants.**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Company:** WELLS FARGO BANK

**Req Number:** R-345358-2

**Updated:** Wed Apr 17 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

**Why USAA?**

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

**The Opportunity**

We are looking for an Economist - Quantitative Risk Analyst Senior with a keen eye for macroeconomic analysis, economic forecasting, and scenario design. The ideal candidate will have a deep understanding of advanced statistical software, such as large-scale macro econometric models, Tableau, and Python.

In addition to possessing practical experience with these tools, the right candidate should have a strong background in model validation or development, and the production of model-related reports. Experience with analytics and industry methodology to assess risks relevant to the financial industry is also highly valued.

If you're an Economist with a passion for forecasting, finding trends and a track record of success in these areas, we encourage you to apply

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Applies analytics to assess future risk, opportunities, and efficiency and translates results into significant solutions to improve decision making.

+ Applies industry knowledge and industry standard methodologies to quantify risk and aggregate exposures.

+ Engages in model validation and produces model validation reports.

+ Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and motivate change.

+ Translates recommendations into communication materials to optimally present to colleagues for peer review and management.

+ Applies industry knowledge to produce analytical material for discussions with cross functional teams to understand sophisticated business objectives and influence solution strategies.

+ Provides mentorship to other team members in the peer review process.

**What you have:**

+ Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field.

+ 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.

+ 6 years related quantitative analysis experience in a field relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative field.

+ OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field and 4 years work experience in a quantitative field relevant to risk management.

+ OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative field and up to 2 years work experience in a quantitative field relevant to risk management.

**What sets you apart:**

+ Advanced degree experience in Economics (Preferred)

+ Experience in macroeconomic analysis, economic forecasting, and scenario design

+ Deep knowledge, practical experience, and understanding of advanced statistical software / coding, such as large-scale macro-econometric models, Tableau, and Python

+ Experience with detailed analytics and industry standard methodology to assess risks relevant to financial industry

+ Background in model validation or model development and the production of model-related reports (Preferred)

+ Leadership skills needed for peer and team member mentorship

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**What we offer:**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580 **.**

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.