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דרושים Technology Consultant ב-United States, Arizona, Chandler

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Technology Consultant בUnited States, Arizona, Chandler והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Technology Consultant עם אקספוינט.
Company
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Job title (1)
United States
Arizona
Chandler
15 jobs found
18.11.2025
BOA

Bank Of America Investment Consultant II - Merrill Premium United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Description:

Job Description:


Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:

Deliver exceptional service to clients by answering general account inquiries

Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

- Strong analytical and organizational skills

- Detail oriented, with good follow-up skills

- Strong interpersonal skills

- Ability to multi-task in a dynamic environment

- Requires basic knowledge of the organization, products and/or services

- Requires knowledge of financial markets and trading strategies

- Excellent verbal and written communication skills

- Proven ability to meet and exceed productivity and performance goals

- Must be technologically savvy and able to quickly learn new systems

- Must be flexible to work assigned shift within center hours of operation

- Strong desire for point of call resolution

- Focus on client satisfaction

Desired Qualifications:

- Call center experience is preferred but not required

- Previous Brokerage experience is a plus

- 1+ years of financial industry experience


1st shift (United States of America)

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25.08.2025
WF

Wells Fargo Lead Technology Business Systems Consultant Agent Controls L... United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams. Act as a key participant in providing strategic business solutions to companywide technology...
Description:


In this role, you will:

  • Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams
  • Act as a key participant in providing strategic business solutions to companywide technology initiatives
  • Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives
  • Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements
  • Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions
  • Lead project or systems documentation, and monitor and manage project schedules and deliverables
  • Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems
  • Ensure communication and information flow between business and technology teams


Required Qualifications:

  • 5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Experience in contact management technologies across Voice and Chat
  • Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences
  • Knowledge of the RCSA Risk Management Framework
  • Knowledge of the Enterprise Third Party Risk Management framework
  • Ability to consult, build, and maintain solid working relationships across all organizational levels
  • Demonstrated team collaboration across resources from business, technology, and architecture
  • Experience in problem solving & analysis working with end users to solicit requirements and current state analysis
  • Experience in Agile methodology as it relates to product delivery, user story writing / creation – ability to create detailed user stories from the perspective of the user while detailing all requirements in acceptance criteria
  • Experience working in financial products across card products, lending, and banking
  • Demonstrated technical acumen to allow for independent analytical research
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Advanced Microsoft Office (especially Excel and PowerPoint) skills


Job Expectations:

  • Ability to travel up to 10% of the time
  • 301 S Tryon St, Charlotte, NC28282
  • 1801 Park View Dr, Minneapolis, MN55126
  • 2700 S Price Rd, Phoenix, AZ85286
  • 4101 Wiseman Blvd, San Antonio, TX78251
  • 1301 Solana Blvd, Dallas, TX76262
  • 7000 Vista Dr, Des Moines, IA50266
  • 7711 Plantation Rd, Roanoke, VA 24019
  • 2200 Concord Pike, Wilmington, DE19803
Salary Range

Minneapolis, MN - $119,000 - $187,000

Pay Range

$119,000.00 - $206,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

1 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

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20.08.2025
WF

Wells Fargo Advanced Technology Lead Specialty Software Engineer United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Design, develop, and optimize HPC solutions for large-scale ML workloads. Optimize data pipelines for high-throughput model training (Dask, Ray, NVIDIA RAPIDS). Profile, optimize, and accelerate deep learning models on GPUs,...
Description:

About this role:

We are seeking a High-Performance Computing (HPC) Engineer with experience in Machine Learning to optimize and scale AI/ML workloads. The ideal candidate will have experience with distributed training, model parallelization, GPU acceleration, and performance optimization across diverse hardware platforms. Experience or strong interest in Large Quantitative Models of High-Frequency Time Series is a strong advantage.


In this role, you will:

  • Design, develop, and optimize HPC solutions for large-scale ML workloads.

  • Optimize data pipelines for high-throughput model training (Dask, Ray, NVIDIA RAPIDS)

  • Profile, optimize, and accelerate deep learning models on GPUs, TPUs, and multi-node clusters.

  • Work on low-level performance tuning – vectorization, memory optimization.

  • Develop and benchmark custom kernels for AI models using CUDA, ROCm, OpenACC, OpenMM.

  • Implement distributed training strategies using MPI, DeepSpeed, PyTorch/XLA

  • Collaborate with ML researchers and engineers to deploy scalable ML models.

  • Research and implement new HPC techniques.

  • Evaluate and adopt new technologies like Distributed Ledger or Blockchain

  • Create new solutions to be deployed along existing enterprise software

  • Work as part of team that follows the agile methodology

  • Lead and mentor junior developers who are learning advanced technologies

  • Lead or participate in complex initiatives on selected domains

  • Assure quality, security and compliance for supported systems and applications

  • Serve as a technical resource in finding software solutions

  • Review and evaluate user needs and determine requirements

  • Provide technical support, advice, and consultation with the issues relating to supported applications

  • Create test data and conduct interfaces and unit tests

  • Design, code, test, debug and document programs using Agile development practices

  • Understand and participate to ensure compliance and risk management requirements for supported area are met and work with other stakeholders to implement key risk initiatives

  • Conduct research and resolve problems in relation to processes and

  • recommend solutions and process improvements

  • Assist other individuals in advanced software development

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

  • Design, develop, and optimize HPC solutions for large-scale ML workloads.

  • Optimize data pipelines for high-throughput model training (Dask, Ray, NVIDIA RAPIDS)

  • Profile, optimize, and accelerate deep learning models on GPUs, TPUs, and multi-node clusters.

  • Work on low-level performance tuning – vectorization, memory optimization.

  • Develop and benchmark custom kernels for AI models using CUDA, ROCm, OpenACC, OpenMM.

  • Implement distributed training strategies using MPI, DeepSpeed, PyTorch/XLA

  • Collaborate with ML researchers and engineers to deploy scalable ML models.

  • Research and implement new HPC techniques.


Required Qualifications:

  • 5+ years of Specialty Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1 year experience in HPC & Parallel Computing: distributed computing frameworks, multi-threading, and vectorization techniques. Hands-on experience with GPU computing.

  • 1 year experience optimizing ML workloads on NVIDIA, AMD, or custom AI Accelerators.

  • 1 year experience in Machine Learning Optimization: Frameworks as PyTorch, TensorFlow, JAX. Model paralelization (pipe-line and tensor paralelism)

  • 1 year Data Processing and I/O optimization experience : Large datasets processing with Parallel I/O. Optimization of memory and data storage.

  • 1 year experience with Cluster HPC, HPC schedulers and familiarity with cloud-based HPC (AWS Parallel Cluster, Azure ML, Google Cloud TPUs.

Desired Qualifications:

  • Advanced degree (M.S./Ph.D.) in computer science or physics plus

  • Knowledge and exp developing models in financial instruments pricing and portfolio risk management

  • Hands-on experience in deploying ML workloads on large-scale HPC clusters


Job Expectations:

  • Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and whodo notrequire work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.

  • This position offers a hybrid work schedule

  • Relocation assistance is not available for this position

Pay Range:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates- $ 159,000.00 - $254,000.00

For NY and CA locations only: $191,000.00- $305,000.00

Locations:

  • 194 S. Wood Ave. , Iselin ,NJ

  • 333 Market St., San Francisco, California

  • 1755 Grant Concord, Concord, CA

  • 300 S. Brevard St., Charlotte, NC

  • 3075 Loyalty Circle, Columbus ,OH

  • 401, W Las Collinas Blvd., Irving TX

  • 800 S Jordan Creek Pkwy, Des Moines, IA

  • 2600 S Price Road, Chandler, AZ

Posting End Date:

27 Aug 2025

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


$159,000.00 - $305,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

26 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

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20.08.2025
WF

Wells Fargo Senior Analytics Consultant United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Performs moderately complex data mining from very large, complex and multiple data sources using various tools, including SAS, SQL, SSIS/SSRS and others of multiple data sources in order to perform...
Description:

Senior Analytics Consultantto join their team. ADS is part of the Global Operations DAR Team and provides our Operations partners withinConsumer, Small Business Banking (CSBB) Operations and Fraud and Claims Management (FCM)with analytic insights, data visualization, risk, regulatory and planning support through the creation of dashboards, exception and quality reports and consultative analysis using various methods to transform their information into insight, knowledge and understanding. The key responsibilities for the role to include:

  • Performs moderately complex data mining from very large, complex and multiple data sources using various tools, including SAS, SQL, SSIS/SSRS and others of multiple data sources in order to perform analysis, modeling and/or comparative analysis.

  • Coordinate and drive a common approach to reporting in support of the Fraud and Claims Management team.

  • Partners in the development of moderately complex dashboards and visualizations using Tableau and/or PowerBI, attaching to multiple sources, tiered levels of security and data sets from varied sources and sizes.

  • Provides consulting services to Operations Leadership and partners, around Analytics, Dashboard Development and Data Mining using in-depth knowledge and expertise.

  • Provides insight and knowledge around obtaining data and its extraction from various systems including Prevent, Fraud Services, DAT, CLAIMS2, First Track, DASH, CCM, LU, CSTAR, and BMG

  • May lead project/virtual teams.

  • Communicates effectively with peers and partners in both operational and management areas.

  • Support technical build-out and/or support of databases, query tools, reporting tools, BI tools, dashboards, etc. that enable analysis, modeling, and/or data visualization.

  • Responsible for performing highly complex activities related to creation, implementation, documentation, validation, articulation and defense, on-going maintenance of complex models grounded in theory used to quantify, analyze, and manage customer complaints.

Required Qualifications:

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

  • ​4+ years of SQL experience

Desired Qualifications

  • Demonstrated data visualization experience using a BI Tool e.g., Tableau, Microsoft BI, etc

  • SAS experience, including SAS Visual Analytics and/or SAS Visual Investigator

  • Demonstrated SQL skills to include the ability to write complex queries and database knowledge in order to analyze data sources across a variety ofWells Fargo systems and sourcesincluding but not limited to BMG, EIW, PEGA, NICE, INDIGO, HOGAN and SASGrid

  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.

  • Ability to translate complex technical needs into straightforward requests for information and collaboration, working with a wide range of people.

  • Ability to present complex material in a digestible, consumable manner to all levels of management.

  • Extensive knowledge and understanding of research and analysis

  • Experience with AI tools to develop analytic solutions to complex business problems.

  • Ability to quickly learn business operations and processes

  • Strong organizational, multi-tasking, and prioritizing skills.

  • Ability to collaborate with others, work independently, initiate action, and accept challenging assignments.

  • Master’s degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 4+ years of experience in one or a combination of the following: reporting, analytics, or modeling

Job Expectations:

  • This position is not eligible for Visa sponsorship.

  • Ability to work on site in a hybrid role.

  • Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.

Pay Range

$84,000.00 - $164,400.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

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14.08.2025
BOA

Bank Of America Merchant Services Technology - Flutter Software Engineer United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements. Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring...
Description:

Job Description:

Job Description:


This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns.

This role is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the role include ensuring that software is developed to meet functional, non functional, and compliance requirements. This role ensures solutions are well designed with maintainability/ease of integration and testing built in from the outset. These individuals possess strong proficiency in development and testing practices common to the industry, and have extensive experience of using design and architectural patterns.

Responsibilities:

  • Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
  • Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
  • Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
  • Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
  • Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
  • Automates manual release activities
  • Designs, develops, and maintains automated test suites (integration, regression, performance)

Required Qualifications:

  • Contribute to story refinement/defining requirements.
  • Participate and guide team in estimating work necessary to realize a story/requirement through the delivery lifecycle.
  • Perform spike/proof of concept as necessary to mitigate risk or implement new ideas.
  • 5+ years experience coding solutions and unit testing to deliver a requirement/story per the defined acceptance criteria and compliance requirements.
  • Utilize multiple architectural components (across data, application, business) in design and development of client requirements.
  • Assist team with resolving technical complexities involved in realizing story work.
  • 5+ years experience Designing/developing/modifying architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained.
  • Design/develop/maintain automated test suites (integration, regression, performance).
  • Set up and develop a continuous integration/continuous delivery pipeline.
  • Automate manual release activities.
  • Mentor other Software Engineers and coach team on CI CD practices and automating tool stack.

Desired Qualifications:

  • Merchant Services Experience
  • Payments Experience
  • Point of Sale Experience
  • Payment Gateway Experience
  • Mobile App Development
  • Flutter

Skills:

  • Application Development
  • Automation
  • Influence
  • Solution Design
  • Technical Strategy Development
  • Architecture
  • Business Acumen
  • DevOps Practices
  • Result Orientation
  • Solution Delivery Process
  • Analytical Thinking
  • Collaboration
  • Data Management
  • Risk Management
  • Test Engineering
1st shift (United States of America)

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12.08.2025
BOA

Bank Of America Merchant Services Technology - .Net Software Engineer United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements. Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring...
Description:

Job Description:

Job Description:


This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns.

This role is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the role include ensuring that software is developed to meet functional, non functional, and compliance requirements. This role ensures solutions are well designed with maintainability/ease of integration and testing built in from the outset. These individuals possess strong proficiency in development and testing practices common to the industry, and have extensive experience of using design and architectural patterns.

Responsibilities:

  • Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
  • Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
  • Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
  • Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
  • Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
  • Automates manual release activities
  • Designs, develops, and maintains automated test suites (integration, regression, performance)

Required Qualifications:

  • Contribute to story refinement/defining requirements.
  • Participate and guide team in estimating work necessary to realize a story/requirement through the delivery lifecycle.
  • Perform spike/proof of concept as necessary to mitigate risk or implement new ideas.
  • 5+ years experience coding solutions and unit testing to deliver a requirement/story per the defined acceptance criteria and compliance requirements.
  • Utilize multiple architectural components (across data, application, business) in design and development of client requirements.
  • Assist team with resolving technical complexities involved in realizing story work.
  • 5+ years experiencedesigning/developing/modifyingarchitecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained.
  • Design/develop/maintainautomated test suites (integration, regression, performance).
  • Set up and develop a continuousintegration/continuousdelivery pipeline.
  • Automate manual release activities.
  • Mentor other Software Engineers and coach team on CI CD practices and automating tool stack.

Desired Qualifications:

  • Merchant Services Experience
  • Payments Experience
  • Point of Sale Experience
  • Payment Gateway Experience
  • ASP.net MVC and Web API

Skills:

  • Application Development
  • Automation
  • Influence
  • Solution Design
  • Technical Strategy Development
  • Architecture
  • Business Acumen
  • DevOps Practices
  • Result Orientation
  • Solution Delivery Process
  • Analytical Thinking
  • Collaboration
  • Data Management
  • Risk Management
  • Test Engineering
1st shift (United States of America)

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16.07.2025
WF

Wells Fargo Lead Analytics Consultant - Commercial Mortgage Servicing United States, Arizona, Chandler

Limitless High-tech career opportunities - Expoint
Learn and support multiple processes related to IRS reporting and tax withholdings. Support W-8 & W-9 reporting of taxes, as well as prepare year end statement for borrowers. Report operational...
Description:


In this role, you will:

  • Learn and support multiple processes related to IRS reporting and tax withholdings.
  • Support W-8 & W-9 reporting of taxes, as well as prepare year end statement for borrowers
  • Report operational losses across Commercial Mortgage Servicing, managing a general mailbox for reporting and various internal requests
  • Analyze and compare reports to identify the population of withholdings, accommodations, andexceptions/exclusions,which may vary by portfolio, and coordinate across business partners to resolvediscrepancies/barriers
  • Ensure adherence to compliance, legal, and legal regulations and policies on all projects managed
  • Provide updates on project logs and operations reviews
  • Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals
  • Lead projects, teams, or serve as a peer mentor to staff, interns and external contractors


Required Qualifications:

  • 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of IRS reporting, tax withholding, or commercial mortgage tax experience


Desired Qualifications:

  • Strong accounting experience
  • Detail oriented
  • The ability to meet deadlines and work in a deadline driven environment
  • Experience with IRS Reporting on commercial real estate loans
  • Experience with TAXIE
  • Reporting experience


Job Expectations:

  • This position will sit at one of the posted locations listed below and other locations will not be considered
  • Visa sponsorship is not available for this position

Location:

  • 2800 S Price Rd Chandler, AZ
  • 550 S Tryon St Charlotte, NC

17 Jul 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Description:

Job Description:


Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:

Deliver exceptional service to clients by answering general account inquiries

Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

- Strong analytical and organizational skills

- Detail oriented, with good follow-up skills

- Strong interpersonal skills

- Ability to multi-task in a dynamic environment

- Requires basic knowledge of the organization, products and/or services

- Requires knowledge of financial markets and trading strategies

- Excellent verbal and written communication skills

- Proven ability to meet and exceed productivity and performance goals

- Must be technologically savvy and able to quickly learn new systems

- Must be flexible to work assigned shift within center hours of operation

- Strong desire for point of call resolution

- Focus on client satisfaction

Desired Qualifications:

- Call center experience is preferred but not required

- Previous Brokerage experience is a plus

- 1+ years of financial industry experience


1st shift (United States of America)

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תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Technology Consultant באזור United States, Arizona, Chandler, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.