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147 jobs found

23d ago

Latin America Private Bank - Senior Client Service Associate - Vice President

JPMorganChase Miami, FL

Miami, FL

23d ago

Full time Senior America Associate

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Job Description

JPMorgan Chase's Latin America Private Bank is seeking an experienced client service professional to join the Miami onsite team as a Senior Client Service Associate - Vice President. This role serves as the primary contact for client service needs and leads the delivery of integrated private banking solutions in collaboration with financial advisors, product partners and operations. A minimum of 5+ years in client service is expected, with the ability to perform under pressure within a matrixed organization.

Responsibilities

Provide responsive client service and flawless execution on client requests and transactions, including money movement, security transfers, and loan activity; manage escalated research when needed
Adhere to the firm’s controls, policies and procedures and FINRA regulations, while safeguarding client assets against potential fraud
Collaborate with client-facing teams and internal business groups to deliver and execute client transactions
Review client activity to identify opportunities for additional products and services to enhance the client relationship

Requirements

5+ years of client service experience
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
Proven ability to operate effectively in a matrix organization and to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Technologies

Microsoft Office Suite (Word, Excel and PowerPoint)
Microsoft Outlook

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred

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23d ago

Home Lending Relationship Manager II

JPMorganChase Columbus, OH

Columbus, OH

23d ago

$80k - $135k/yr Full time Manager Senior Agency Relations

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Job Description

JPMorgan Chase is seeking a Home Lending Relationship Manager II to join its on-site team in Columbus, Ohio. In this role, you will help gather, analyze, and present data to shape housing policy recommendations for Fannie Mae and Freddie Mac, while supporting Relationship Managers in strategic communications with internal partners and government agencies. The position offers a path to deepen expertise in GSE policy and agency relationship management over time.

Key Details

Location: Columbus, OH (onsite)
Salary: USD 79,900 - 134,600 per year
Experience: 3+ years
Education: Bachelor’s degree or equivalent experience

Responsibilities

Support Relationship Managers to strengthen the firm’s advocacy, strategic engagement, and influence with the agencies and trade groups
Compile performance analyses from investor scorecards, industry articles, and internal data
Interpret data and trends to assist in developing housing policy recommendations
Create briefing documents to prepare Senior Leaders for engagements with the agencies and trade groups
Attend meetings to capture priorities and next steps, including periodic discussions with Agency Relationship Managers and the GSEs to deepen issue knowledge
Examine agency scoring tools for review with Home Lending partners
Assist in maintaining a strong control environment related to Agency policy, procedures, investor bulletins/announcements, and other communications
Develop and build relationships with internal partners and trade groups to advocate for change through collaboration
Review policy changes and prepare comparisons across agencies to support alignment efforts
Develop an in-depth knowledge of Fannie Mae and Freddie Mac policy requirements
Collaborate with Relationship Managers to understand and develop the skills needed to independently manage agency relationships

Requirements

3+ years of Home Lending experience with a drive to deepen understanding of the housing industry, including originations, servicing, and capital markets
Ability to manage complex, interdependent, and sometimes competing needs
Strategic thinker capable of identifying problems and recommending thoughtful, diplomatic solutions
Strong communication skills to convey analytical insight and engage with internal and external partners
Self-motivated and confident, able to take ownership and drive change through innovation; eager for future growth within Agency Relations
Ability to work under pressure in a dynamic, fast-changing environment to meet deadlines
Highly collaborative with strong relationship-building and communication skills
Analytical and inquisitive with high standards for quality and accuracy
Proactive with strong attention to detail and a sense of urgency
Proficiency in PowerPoint, Excel and Word; working knowledge of PitchPRO+
Bachelor’s degree or equivalent experience

Technologies

PowerPoint
Excel
Word
PitchPRO+

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits and cities by delivering comprehensive financial solutions.

About the Team

Our Consumer & Community Banking division serves Chase customers with a spectrum of financial services, including personal banking, credit cards, mortgages, auto financing, investment guidance, small business loans, and payment processing. We lead in credit card sales and deposit growth, provide widely adopted digital solutions, and prioritize high customer satisfaction.

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23d ago

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab Phoenix, AZ Hybrid

Phoenix, AZ

23d ago

$26 - $38/hr Full time Advisor Advisory Associate

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Job Description

The Sr. Specialist, Service Associate role within Charles Schwab's Centralized Service & Operations group is a hybrid position based in Phoenix, AZ. You will support Schwab Wealth Advisory clients via an inbound client-facing phone channel, provide technical assistance, place solicited trades, and develop wealth-management knowledge to serve as a client-facing subject matter expert. The hourly pay range is USD 2,688 to 3,851, and the role requires an undergraduate degree along with active FINRA licenses and direct client-facing financial services experience.

What we offer

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Role overview

In this role you deliver service on a client-facing inbound phone team, build a foundation in wealth management through mentorship and ongoing training, and serve as a client-facing subject matter expert. You will provide technical assistance and place solicited trades, while strengthening client relationships by addressing questions on portfolio management, financial planning, and market topics. You will also contribute to the Schwab Wealth Advisory Investment strategy.

Responsibilities

Deliver extraordinary and consistent service on a client-facing, inbound phone team
Develop a strong foundation in wealth management through mentorship, coaching, and ongoing training to act as a client-facing subject matter expert
Provide technical assistance and place solicited trades
Strengthen client relationships by providing resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy
Contribute to the Schwab Wealth Advisory Investment strategy

Required qualifications

Undergraduate degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
Minimum 2 years of experience in the financial services industry working directly with clients

Preferred qualifications

Experience servicing high-net-worth clients
General understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Excellent written and oral communication skills, attention to detail
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain strong cross-departmental working relationships

What’s in it for you

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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23d ago

Finance Leadership Trainee

Uline Pleasant Prairie, WI

Pleasant Prairie, WI

23d ago

Full time Client Relations Communication Customer Service

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Job Description

Uline offers a structured path for finance professionals through its three-year Finance Leadership Trainee program, based onsite in Pleasant Prairie, Wisconsin. This immersive program rotates through core finance functions—Collections, Cash Applications, Accounts Payable, Tax, and Credit—while providing mentorship and culminating in a leadership placement upon completion.

Responsibilities

Review customer data and supporting documents such as invoices, tax exemption certificates, and financial statements.
Reach out to customers by phone and email to assist them with financial matters.
Develop leadership skills to guide team performance, deliver strong customer service, and build relationships with internal and external teams.

Requirements

Bachelor’s degree in Finance or Accounting is required.
Proficiency with Microsoft Office.
Able to multitask with strong analytical and problem-solving abilities.
Prior leadership and customer service experience is a plus.

Technologies

Microsoft Office

Benefits

Health insurance
401(k) with employer match
Bonus programs
Paid holidays and paid time off
Tuition assistance program

About ULINE

Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

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24d ago

Vice President, Venture Lending and Banking

Stifel New York, NY

New York, NY

24d ago

$150k - $200k/yr Full time Advisor Banking Business Development

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Job Description

The VP or SVP will build and support a regional portfolio of technology companies, lead debt processes, and deliver a curated banking experience through Stifel's platform.

Responsibilities

Build and support a regional client portfolio of technology companies as a Vice President or Senior Vice President within Stifel's Venture Banking Team.
Leverage the resources of Stifel's banking and broader corporate platform to lead debt processes and provide a curated banking experience for entrepreneurs and their businesses.
Engage with senior leaders inside and outside the organization to understand technology and capital trends and how they impact the companies we support.
Bring venture-backed technology experience, a strong relationship network, and serve as a trusted advisor to technology companies and their investors.

What you'll be doing

Maintain a portfolio of technology company clients, including ongoing portfolio management and deploying Stifel resources to support those clients.
Drive deal processes, including loan underwriting, loan documentation, and the loan closing process.
Maintain in-depth knowledge of the venture capital ecosystem and Stifel’s products and services.
Identify and pursue opportunities to strengthen relationships with venture capitalists, founders, executives, and industry advisors.
Attend and, when appropriate, curate industry events to represent Stifel and expand the organization’s network connectivity.

What we're looking for

Maintain a portfolio of technology company clients, including ongoing portfolio management and effectively deploying Stifel platform resources to support clients.
Ability to drive deal processes, including loan underwriting, loan documentation, and loan closing.
Deep knowledge of the venture capital ecosystem and firm products and services.
Recognizes and pursues opportunities to strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders, executives, and industry advisors.
Attends and curates industry events to represent Stifel and expand network connectivity when appropriate.

What you'll bring

Advanced knowledge in venture lending, underwriting, and portfolio management.
Knowledge of economic and accounting principles and practices, the financial markets, venture banking, and the analysis and reporting of financial data.
Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions and approaches to problems.
Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Strong team leadership skills to coach, develop, and retain team members.

Education & Experience

Bachelor's degree in finance, accounting or equivalent experience.
3+ years of related work experience in venture banking, commercial banking, investment banking, or private capital investing.

Licenses & Credentials

Minimum Required: None

Systems & Technology

Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

Benefits

Discretionary bonuses
Health, dental, vision, and prescription insurance
Stifel Total Health Connect
Flexible spending accounts
Tuition and certification assistance programs
Paid time off
401k
Wellness initiatives
Life insurance

Why Stifel

Stifel emphasizes a client- and associate-first culture where everyone belongs, is welcome, and contributes to the success of clients, their careers, and the firm as a whole.

Explore where your place is at Stifel, where professional success can align with client outcomes.

What you’ll be doing

The Venture Banking Team at Stifel expects the VP/SVP to actively build and support a regional technology-focused client base, leverage the firm’s banking and corporate resources to manage debt processes, and deliver a tailored banking experience to entrepreneurs and their companies. Success depends on engaging senior leaders to understand technology and capital trends and translating those insights into value for clients and their investors.

Systems & Technology (additional)

Microsoft Word, Excel, PowerPoint, and Outlook proficiency is required.

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24d ago

Internal Audit and Quality Control Analyst

Southern Auto Finance Company, LLC Pompano Beach, FL

Pompano Beach, FL

24d ago

$60k - $80k/yr Full time Python Analyst Audit

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Job Description

Internal Audit and Quality Control Analyst role at SAFCO, on-site in Pompano Beach, FL, focusing on building, testing, and enhancing the corporate audit framework and QA program, analyzing data, and driving process improvements; salary range USD 60,000–80,000 per year.

Responsibilities

Assist in shaping SAFCO's corporate audit framework and quality assurance program.
Contribute to designing and executing audit procedures across business functions.
Test loan files for compliance with origination and funding policies.
Review servicing calls to ensure adherence to applicable laws, procedures, and internal standards.
Identify risks, control gaps, and process weaknesses, and help drive remediation.
Collaborate with business units to improve processes and strengthen controls.
Aid the development of QA scorecards with consistent standards across departments.
Analyze data from loan origination, servicing platforms, call monitoring, audit logs, and operational reports.
Identify trends, anomalies, and potential compliance risks.
Develop reports to support audit and compliance activities.
Support the development of dashboards for leadership visibility.
Leverage advanced Microsoft Excel and SQL/Python (intermediate to advanced) to enhance analysis and automation.

Requirements

1-5 years of experience in audit, compliance, operations, or financial services
Strong analytical mindset and attention to detail
Advanced Microsoft Excel skills
SQL, Python, or data/automation skills are a strong plus
Ability to interpret policies and apply them in real world testing environments
Experience with audits, QA, or process reviews preferred
Financial services or lending experience is a plus

Technologies

Microsoft Excel
SQL
Python

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Important Work Requirements

This is a 100% in-office role (five days per week) in Pompano Beach, Florida
Remote or hybrid work is not available
Candidates must live within a reasonable commuting distance
Sponsorship for the role is not available

Certifications (Preferred)

CIA, CRMA, CPA, IAP or similar
Progress toward certification is strongly preferred and supported

Why Join SAFCO

Build real experience in internal audit and quality control
Play a direct role in designing and building the company's audit and QA infrastructure
High-impact role with visibility across the organization
Collaborative, fast-paced environment
Support for professional certifications and career development in audit and risk

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24d ago

Associate Banker-Food & Agribusiness- Associate

JPMorganChase Irvine, CA

Irvine, CA

24d ago

$115k - $145k/yr Full time Agribusiness Associate Banker

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Job Description

Analytical Associate Banker in JPMorganChase's Food & Agribusiness Banking team, onsite in Irvine, CA, focused on growing profitable client relationships and delivering a full suite of banking solutions.

Responsibilities

Assist senior bankers in cultivating and expanding client relationships within the Food & Agribusiness sector, covering wholesale distributors, brands, suppliers, and co-manufacturers
Perform financial analysis, spread financials, and draft credit memos to support underwriting and deal execution
Help prepare client presentations, pitch decks, and proposals that showcase the firm's capabilities and solutions
Attend client meetings, calls, and site visits; build rapport and contribute to a client‑focused approach
Stay current on Food & Agribusiness industry trends to identify opportunities for innovation, partnerships, and client solutions
Collaborate with internal partners across lines of business including Investment Banking, Syndicated Finance, Asset Based Lending, Direct Lending, Treasury Services, and Risk Management
Support the execution of credit transactions, including loan structuring, documentation review, and ensuring compliance with internal credit policies and procedures
Manage pipeline tracking, client data, and reporting to ensure accuracy and timeliness
Embrace automation and new technologies to improve efficiency in client coverage and internal workflows

Requirements

Strong financial analysis skills, including spreading financials, building credit models, and assessing cash flow and leverage metrics
Understanding of commercial banking products and services, including credit, treasury, and payment solutions
Ability to collaborate effectively with internal partners, resources, and cross‑functional teams
Excellent organizational skills and the ability to manage multiple priorities, work under pressure, and meet tight deadlines
Strong interpersonal and communication skills, with the ability to establish credibility and build relationships with senior business partners and clients
Proficiency in Excel, PowerPoint, and financial modeling tools

Technologies

Excel
PowerPoint

Benefits

Comprehensive health care coverage
On‑site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Commission-based pay and/or discretionary incentive compensation

About JPMorganChase

JPMorganChase, a long standing financial institution, delivers innovative financial solutions to millions of consumers, small businesses and many of the world’s prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. With a history spanning over 200 years, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

Global Banking is one of the largest wholesale banking client franchises worldwide, serving corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks, and investors. Global Investment Banking provides strategic advice, capital raising, and risk management expertise to a broad range of clients.