Operations Associate jobs in United States, Alabama, Birmingham

As a Product Manager for Merchant Services Servicing and Operations, you will support the development and execution of the product strategy and roadmap for our Servicing and Operations tools. A key aspect of your role will be assisting in stakeholder interactions to understand their needs, gather feedback, and help represent our tools effectively. You will work closely with cross-functional teams to contribute to solutions that meet the evolving needs of our clients and service teams that support. Your role will be important in ensuring our servicing solutions are intuitive, insightful, and impactful.

Key Responsibilities

• Assist in developing and communicating the product vision and strategy for Merchant Services Servicing and Operations.
• Support stakeholder engagement efforts to gather and prioritize product requirements, ensuring our solutions align with their needs and expectations.
• Collaborate with internal teams regarding servicing tool related inquiries and feedback.
• Contribute to defining and managing the product roadmap, ensuring alignment with company goals and customer needs.
• Assist in conducting analysis and market research to identify opportunities for automation.
• Monitor product performance and user feedback to support continuous improvement and innovation.
• Help develop and deliver product training and documentation to ensure successful adoption and utilization of servicing and operations tools.

Qualifications:

• Bachelor’s degree in Business, Computer Science, or a related field.
• X years of experience in product management or a related field, preferably in the financial services or fintech industry.
• Basic understanding of merchant services preferred.
• Demonstrated ability to support the launch and management of software products.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and engage with clients.
• Ability to thrive in a fast-paced, dynamic environment.

In this role you will:

• Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate FA and client requests for account related information and/or quotes
• Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s)
• Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
• Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
• Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues
• Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
• Viewed by peers as a subject matter expert, and sought by others for advice or guidance
• Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Required Qualifications:

• 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Brokerage client support experience or financial services industry experience
• Administrative support experience in financial services
• Experience interacting directly with customers
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Client service focus with the ability to listen to customer needs and recommend solutions
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is not eligible for Visa sponsorship.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

255 E Brown St
BIRMINGHAM, MI 48009

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
• Establish and service client accounts, prepare forms, research account inquiries and/or issues
• May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
• When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review

Required Qualifications:

• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Brokerage client support experience
• Administrative support experience in financial services
• Experience interacting directly with customers
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Client service focus with the ability to listen to customer needs and recommend solutions
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment

Job Expectations:

• US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is not eligible for Visa sponsorship.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Corporate Security General Associate Manager

In this role, you will:

• Supervise varying levels of professionals in consulting and risk based security products and services based on defined protocols, tasks and processes to ensure timely completion, quality and compliance Corporate Security
• Identify opportunities for developing, recommending, and implementing physical security equipment standards and policies to minimize the associated risks of criminal incidents against company assets, team members, or customers
• Make day-to-day supervisory and tactical decisions and resolve issues related to coordination, installation, upgrade, conversion or servicing of alarm systems, access controls, cameras and all other types of physical security equipment under direction of Corporate Security management
• Leverage interpretation of policies, procedures, and compliance requirements
• Collaborate and consult with Vendors, Colleagues and managers
• Manage allocation of people and financial resources for Corporate Security
• Be responsible for selection, evaluation, and development of staff

Required Qualifications:

• 2+ years of Corporate Security experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of Leadership experience

Desired Qualifications:

• Experience in one of or a combination of thefollowing: Military(Career/Military Police/Military Elite Forces), Law Enforcement (Police Academy Graduate),TSA security screening,Correctional Facility (Correction Officer), Documented, formal, leadership training through one of the disciplines or accredited university programs.
• Must understand working in a highly regulated work environment surrounding screening and access control systems.
• Knowledge and understanding of Access Control, CCTV, and Alarm, Systems operations. (Lenel On-Gard, March Networks, Biometrics)
• Proven (= previous job) strong communications skills.

Job Expectations:

• Ability to work nights, weekends, and/or holidays as needed or scheduled
• Flexibility to address incidents as needed 24 hours a day

Schedule:Wed, Thurs, Fri, Sat, Sun 10PM - 6:30AM. Mon/Tues off

DOE

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.