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As an Executive Support Coordinator (ESC), you’ll provide high-level administrative support to the organization. This role involves providing in-office support for local and visiting PPMDDs as well as supplemental in-office assistance. May also assist with tax, backup and interim support for PPMDDs with executive assistants on extended leaves. May also assist and coordinate local office events. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks in a dynamic environment. You’ll be a key member of a team using your experience, skills and knowledge of organizational policies, procedures and practices to help achieve the goals of the business. You’ll present information to inform recommendations on business processes and be part of a high performing, diverse and inclusive team sharing best practices.
Your key responsibilities
Skills and attributes for success:
To qualify for the role, you must have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
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As an Executive Administrative Coordinator, you will provide high-level, functionally specialized administrative, project and operational support to multiple executives of the firm who hold designated leadership positions. You will be closely aligned and integrated with the operations, strategies and business objectives of senior leaders with visibility across their network. You will proactively identify the needs and challenges of the executive, identifying effective solutions and ensuring that all necessary preparations and support are in place to enable the executive's success. You will track, coordinate and execute on confidential projects, applying judgment and selecting methods for meeting objectives. As a representative of the executive leaders, you will foster sophisticated relationships and interact with internal and external clients and stakeholders.
Your key responsibilities
Skills and attributes for success
To qualify for the role, you must have
Ideally, you’ll also have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
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**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
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This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Required Qualifications:
Desired Qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
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Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
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Key Responsibilities:
Platform Administration:
Administer Microsoft Purview, Microsoft Defender for Office, and eShare, ensuring optimal performance and availability of the platforms.
Configure and manage security settings, policies, and policy exceptions within Microsoft Purview, Defender for Office, and eShare.
Follow change management life cycle for all configuration changes by testing in DEV and QA prior to promoting to Production through documenting change requests in ServiceNow.
User Support:
Respond to user incident tickets where a security tool has hindered their ability to perform a task (e.g., send email, receive email, copy to USB). Ensure tickets are resolved per SLAs.
Troubleshoot and identify root cause of user’s issue, implementing configuration change if required. Keep user informed through process with updates. Escalate to client stakeholders as required.
Create and maintain user support documentation, including KB articles, known issue posts, and SharePoint informational materials.
Collaboration and Communication:
Work closely with supporting IT, security, and email teams to integrate Microsoft Purview, Defender for Office, and eShare with existing systems and workflows.
Communicate effectively with stakeholders to report on operational status, escalations, blockers, and recommendations for improvement.
Continuous Improvement:
Monitor and report on data classification usage and data loss prevention (DLP) policy hits.
Stay updated on the latest features, updates, and best practices related to Microsoft Purview, Defender for Office, and eShare.
Identify opportunities for process improvements and automation within the operations of Microsoft Purview, Defender for Office, and eShare.
Automate repetitive activities through scripting (PowerShell, Python) and automation (Tines, PowerAutomate, etc.)
Documentation and Reporting:
Maintain accurate documentation and SOPs (Standard Operating Procedures) of current configurations, processes, and procedures related to Microsoft Purview, Defender for Office, and eShare operations.
Generate reports on workstream performance and metrics for management review.
Keep an updated project plan on a weekly cadence and report to stakeholders and project management as timelines shift or are delayed.
Team Leadership
Work alongside an international team across multiple time zones.
Identify asks from client stakeholders and assign to team members based on interest, skillset, and bandwidth. Track tasks to completion and provide updates to requesting stakeholders.
Provide team with technical support as an SMR on in-scope technologies.
Escalate issues and roadblocks to EY leadership as needed.
Qualifications:
Bachelor’s degree in Computer Science, Information Technology, Cybersecurity, or a related field.
3+ years of proven experience in managing and supporting security and compliance solutions within Microsoft Purview and Microsoft Defender for Office.
Excellent problem-solving skills and attention to detail.
Strong communication and interpersonal skills.
Scripting experience, including PowerShell, Python, etc.
Automation experience, including Tines, PowerAutomate, etc.
Ticket and change management experience in ServiceNow.
Experience with leading an international team across multiple time zones.
Preferred Skills:
Experience or knowledge in eShare technologies.
Experience with dashboarding and metrics, including through Excel, PowerBI, Splunk, etc.
Experience maintaining multiple security tenants, GCCH and Commercial versions.
Relevant certifications (e.g., Microsoft Certified: Security, Compliance, and Identity Fundamentals, Microsoft Certified: Azure Security Engineer Associate, CISSP, CIPT)
Work Environment:
This position may require occasional after-hours support and on-call availability. The Microsoft Purview and Defender for Office Operations Engineer will work in a collaborative team environment, contributing to the overall security and compliance posture of the organization.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
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This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
Skills:
Required Qualifications:
Desired Qualifications:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit

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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
We’ll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
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As an Executive Support Coordinator (ESC), you’ll provide high-level administrative support to the organization. This role involves providing in-office support for local and visiting PPMDDs as well as supplemental in-office assistance. May also assist with tax, backup and interim support for PPMDDs with executive assistants on extended leaves. May also assist and coordinate local office events. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks in a dynamic environment. You’ll be a key member of a team using your experience, skills and knowledge of organizational policies, procedures and practices to help achieve the goals of the business. You’ll present information to inform recommendations on business processes and be part of a high performing, diverse and inclusive team sharing best practices.
Your key responsibilities
Skills and attributes for success:
To qualify for the role, you must have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
These jobs might be a good fit