Management Analyst jobs in United States, Arizona, Chandler

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs completeness and reasonable risk assessment of documentation or client account information and identifies and resolves any discrepancies or gaps, then approves/returns the request for account opening or maintenance according to the established written guidelines and procedures​
• Researches and resolves data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed
• Responds to internal business partner via phone and email and escalates more challenging issues to leadership as needed
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units​

• Account Management: The ability to provide services and support to clients.
• Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
• Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
• Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
• Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation

This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Line of Business Job Description:

​Responsibilities:

• Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

• Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

• Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

• Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

• Ensure all jurisdictional regulatory requirements related to KYC are adhered to

• Support business with KYC related queries and requests

• Participate in remediation, internal/external Audits (where applicable)

• Maintains accuracy of client portfolio using internal and external comparison tools

• Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

• Explores methods to enhance processes, further reduce risks, and boost client experience

• Partners with colleagues on the trade and sales support teams, as well as external agents

• Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

• Escalates potential risks and exposures to manager in a timely manner

• Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Job Requirements:

• 2+ years of financial services experience

• Excellent verbal and written communications skills

• Documented experience performing in a process-oriented production environment that changes periodically

• Familiar with MS Office Suite(Excel/Word/Outlook/Access)

• Work in a team environment

• Organize work, prioritize tasks and handle multiple assignments simultaneously

• Successfully meet tight deadlines while ensuring data accuracy and integrity

• Work and execute with minimal supervision or remote management

Skills:

• Attention to Detail

• Critical Thinking

• Data Collection and Entry

• Recording/Organizing Information

• Research

• Fraud Management

• Interpret Relevant Laws, Rules, and Regulations

• Problem Solving

• Quality Assurance

• Risk Management

• Adaptability

• Customer and Client Focus

• Prioritization

• Result Orientation

• Written Communications

Key responsibilities:

• Participate in the day-to-day of operation of process controls to ensure consistent and efficient execution
• Participate in developing, monitor, and report on key process metrics to track performance, identify trends, and drive improvements
• Identify risks and issues and support mitigation, coordinating with partners as needed
• Collaborate with cross-functional teams to ensure onboarding of partners into use of the ServiceNow catalog with its request process and into use of ServiceNow knowledge management are trained on requirements and control execution
• Deliver ongoing training to refresh partner understanding and share improvements
• Participate in support for evaluations of the process by lines of defense
• Create and maintain process documentation, including procedures
• Participate in performance improvement efforts, including identifying opportunities, designing selected improvements, and ensuring comprehensive implementation
• Perform other duties as assigned

Required Experience:

• Minimum of 3 years of experience as a process manager for an IT Service Management process
• Minimum of 1 years of experience managing controls for an ITSM process
• Strong understanding of knowledge management and/or technology service request management
• Understanding of service catalog use, structure, and operation
• Understanding of ITSM portals
• ITIL v3 Foundation Certification
• Experience operating a process on the ServiceNow ITSM platform

Desired Experience:

• Strong collaboration and relationship building skills
• Strong risk, issue and control management skills
• Superb written communication skills, with a keen eye for detail
• Proven ability to quickly learn and understand complex subject matter
• Self-starter with ability to handle multiple assignments simultaneously

Skills:

• Controls Management
• Issue Management
• Monitoring, Surveillance, and Testing
• Quality Assurance
• Risk Management
• Analytical Thinking
• Attention to Detail
• Critical Thinking
• Problem Solving
• Written Communications
• Prioritization
• Recording/Organizing Information

In this role, you will:

• Lead a high performing team of managers responsible for managing relationships of medium to large and complex high producing auto dealer accounts (both franchise and independent) within the assigned region
• Identify and recommend opportunities for process improvement and risk control development within assigned territory
• Ensure growth and development of new and existing dealer relationships for both franchise and independent auto dealerships
• Manage auto applications, loan volume and overall stability of credit portfolio of assigned territory
• Make decisions and resolve issues regarding the team in order to meet business objectives
• Execute Auto retail sales goals and objectives
• Hire, train, manage, motivate and develop a team
• Establish and maintain relationships with all levels of internal and external customers, and interface with all level of management, both internal and external partners
• Manage allocation of people and financial resources for Retail Auto Relationship Management
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Retail Auto Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience

Desired Qualifications:

• Strong prospecting, sales, negotiation, and influence skills
• Ability to negotiate, influence, and collaborate to build successful relationships
• Ability to participate in the development and implementation of sales and service goals to ensure that organizational and customer goals are met
• Strong organizational, multi-tasking, and prioritizing skills
• Auto finance experience
• Previous experience with CRM tools such as Salesforce

Job Expectations:

• Ability to travel and have residency in assigned territory (UT/NV/CO/AZ)
• Remote position, other locations within assigned territory will be considered
• Ability to travel up to 75% of the time
• Ability to work nights, weekends, and/or holidays as needed or scheduled
• Flexibility to address incidents as needed 24 hours a day

Wells Fargo Recruitment and Hiring Requirements:

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

Job Description:

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

• Experience in a call center and/or a financial/banking center
• Customer service experience​

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

About this role:

The lead analyst will serve as the Subject Matter Expert (SME) for the Cloud Access Security Management (CASM), ensuring effective control management, tool integration, and operational execution. This role is critical in maintaining the integrity of access controls and driving continuous improvement across a complex ecosystem of security and workflow tools.

Key Functions:

• Process & Controls Oversight:
  • Own and manage CASM process controls, ensuring tasks are completed accurately and efficiently.
  • Run and monitor controls to identify gaps, control breaks, and areas for improvement
  • Lead control reviews and ensure metrics are tracked and reported to governance councils
• Tool Integration & Technical Expertise:
  • Deep understanding of CASM tools and how they interoperate, including CASB and Proxy tools, workflow, and input management, and database and user-interface structures
  • Ensure seamless data flow and task execution across tools
• Operational & Business As Usual Activities:
  • Manage monthly access control database processes.
  • Oversee access grant/deny decisions and ensure compliance.
• Collaboration & Governance:
  • Facilitate meetings to assess process steps and control effectiveness and drive continuous improvement.
  • Report control metrics and progress to governance councils.
  • Drive metric improvement initiatives

In this role, you will:

• Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation
• Direct information security risk assessment and research, and recommend remediation plans and strategies
• Influence stakeholders on net new or on material changes to an asset to influence control decisions
• Provide consulting on security risk assessment and research, and recommend remediation plans and strategies
• Act as more experienced lead to the organization to develop security risk awareness and mitigating actions
• Consult the organization on complex security issues and findings
• Manage the most complex and critical information assets
• Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security
• Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness
• Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals
• Lead projects and teams
• Coordinate with vendor manager on third party assets to manage information security risks
• Serve as a mentor to less experienced staff

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:

• Experience with enterprise-grade web security and filtering technologies (e.g., secure web gateways, cloud access security brokers).
• 2+ years of Splunk or other SIEM enterprise grade filtering solution
• 2+ years of web content/web proxy content filtering experience
• Familiarity with cloud-based security controls and SaaS application protection.
• Experience evaluating and implementing data protection controls.
• Scripting or query skills (e.g., SQL, RegEx, Python, PowerShell) to support automation and data analysis.

Job Expectations:

• Ability to travel 10% domestically
• Ability to work onsite in the office in a hybrid model.
• This position is not eligible for Visa Sponsorship

Locations:

• Chandler, AZ
• Charlotte, NC
• Minneapolis, MN
• Irving, TX

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Line of Business Job Description:

​Responsibilities:

• Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

• Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

• Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

• Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

• Ensure all jurisdictional regulatory requirements related to KYC are adhered to

• Support business with KYC related queries and requests

• Participate in remediation, internal/external Audits (where applicable)

• Maintains accuracy of client portfolio using internal and external comparison tools

• Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

• Explores methods to enhance processes, further reduce risks, and boost client experience

• Partners with colleagues on the trade and sales support teams, as well as external agents

• Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

• Escalates potential risks and exposures to manager in a timely manner

• Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Job Requirements:

• 2+ years of financial services experience

• Excellent verbal and written communications skills

• Documented experience performing in a process-oriented production environment that changes periodically

• Familiar with MS Office Suite(Excel/Word/Outlook/Access)

• Work in a team environment

• Organize work, prioritize tasks and handle multiple assignments simultaneously

• Successfully meet tight deadlines while ensuring data accuracy and integrity

• Work and execute with minimal supervision or remote management

Skills:

• Attention to Detail

• Critical Thinking

• Data Collection and Entry

• Recording/Organizing Information

• Research

• Fraud Management

• Interpret Relevant Laws, Rules, and Regulations

• Problem Solving

• Quality Assurance

• Risk Management

• Adaptability

• Customer and Client Focus

• Prioritization

• Result Orientation

• Written Communications