financial services associate

Capital Credit Union of ND

<div>Full-Time Member Services Associate - North

Capital Credit Union is all about turning the improbable into what&rsquo;s possible. We know that life is about growth, so we work together to deliver the simple, personalized banking our members deserve &ndash; backed by the knowledge and education, they need to thrive. Come grow with us by becoming our newest member services associate at our North location in Bismarck! 
As our member services associate, you will help our members complete various financial transactions, help solve problems and develop solutions so they can reach their goals no matter how big or small. Every day, you will greet members and be trusted to complete an array of services, like deposits, withdrawals, transfers, loan payments, account maintenance and inquiries, and more. You&rsquo;ll be our front-line link to our membership; you&rsquo;ll care for them and build their knowledge about their accounts, the credit union, and what we can offer to make them successful! 

Here's what you can expect:
<ul><li>
Receive and processing members&rsquo; financial transactions</li><li>
Balancing cash drawer and daily check activities</li><li>
Effectively communicating with coworkers and members</li><li>
Supportive, positive environment</li></ul> 


Here&rsquo;s what we expect:
<ul><li>
40 hours a week (typically 9:45 a.m. to 6:15 p.m.), including one Saturday a month from 8:45 a.m. to 1:15 p.m.</li><li>
Cash handling and sales experience preferred, but not required</li><li>
Positive attitude and excellent communication skills</li><li>
Passion for service and supporting the mission and vision of Capital Credit Union</li></ul> 


Capital Credit Union is an Equal Opportunity Employer; All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)</div>

Full-Time Member Services Associate

Finance Associate

Arvest Bank

<div>Pay is based on a number of factors including the successful candidate&rsquo;s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits . 
 
Position is based at 1133 N Bryant Ave, Edmond, OK 73034. Position requires flexibility Monday through Thursday 8:00am to 5:30pm, Friday from 8:00am to 6:30pm and rotating Saturdays from 8:00am to 1:30pm.
Bilingual applicants are encouraged to apply.
The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission &ndash; People helping people find financial solutions for life.
Job Title: Relationship Banker
The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on using self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. Additionally, with the successful completion of all three Relationship Banker levels, there could be an opportunity to advance into the Relationship Banker 4 leadership position.
&bull; Level 1 - Training: The primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon the successful completion of all training.
&bull; Level 2 &ndash; Proficient: Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate could advance to Level 3.
&bull; Level 3 &ndash; Advanced: Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates.
What You Will Do at Arvest: (Other duties may be assigned.)
&bull; Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover the customer's financial needs and offer appropriate solutions as Arvest strives to provide a seamless, one-stop shopping experience. Refer qualified customers to specialized sales forces.
&bull; Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
&bull; Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. You must also work effectively with the centralized underwriting department.
&bull; Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow the established complaint process to ensure customer satisfaction.
&bull; Opens and processes simple, moderately, or highly complex deposit accounts.
&bull; Answer and assist customers&rsquo; questions and concerns, including, but not limited to, helping customers with deposit risk management and day-to-day banking business.
&bull; Maintains in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors&rsquo; products, practices, facilities, and prices to sell bank products effectively.
&bull; Participate in branch promotions and marketing initiatives as directed.
&bull; Use sound judgment in applying bank standards, policies, and procedures regarding customers.
&bull; Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious customer and/or account activity.
Supervisory Responsibilities: NA 
 
Responsibilities: 
 
Toolbox for Success:
Level 1:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
&bull; Demonstrated sales and customer service experience preferred.
&bull; Financial service provider experience preferred.
&bull; College degree preferred.
Level 2:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Achievement of defined competencies of Level 1 required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
Level 3:
&bull; High School Diploma or General Education Degree (GED) required.
&bull; Successful achievement of defined competencies of Level 2 or relevant related experience required.
&bull; Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
Relevant military experience is considered for veterans and transitioning service members.
Physical Demands:
Regular attendance is an essential function of the job. The associate must be able to travel occasionally within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our associates drive our future. We urge you to apply if you want to be recognized for your results and empowered to reach your potential. 
 
Grade 12
Pay Range: $19.46 - $23.11 per hour</div>

Relationship Banker

Vista Wealth Solutions

<div>
 Client Service &amp; Operations Associate
 
 
 
 Location:
 
 Radnor, PA |
 
 Type:
 
 Full-Time
 
 
 
 Overview
 
 
 
 We are a growing boutique financial services firm based in Radnor, PA. We are seeking a
 
 Client Service &amp; Operations Associate
 
 who takes pride in accuracy, organization, and delivering dependable support to clients and advisors.
 
 
 Our firm values
 
 Honesty &amp; Integrity
 
 ,
 
 Getting Things Done
 
 ,
 
 Teamwork
 
 , and
 
 Continuous Improvement
 
 . We&rsquo;re looking for someone who enjoys following clear processes, maintaining order in a fast-paced environment, and contributing to a team that values precision and follow-through.
 
 
 Here is the link to the Culture Index Survey . You'll find that it takes only 3 to 8 minutes to complete. I have taken it myself, and it's straightforward, with no right or wrong answers. I encourage you to take part!
 
 
 
 
 
 The Role
 
 
 
 The Client Service &amp; Operations Associate ensures the day-to-day operations of our retirement plan advisory practice run smoothly. You&rsquo;ll coordinate paperwork, manage timelines, and communicate with clients, advisors, and partners to ensure every task is completed correctly and on time.
 
 
 
 This Position Is Ideal For Someone Who
 
 
 
 <ul>
 <li>
 Enjoys structured, process-driven work.
 </li>
 <li>
 Finds satisfaction in checking items off a list and keeping projects organized.
 </li>
 <li>
 Likes being part of a supportive team where quality and consistency matter.
 </li>
 <li>
 Wants to grow their career in financial services through mastering systems and client operations.
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 <ul>
 <li>
 Starting Salary: $60,000/year
 </li>
 <li>
 Bonus Potential: Up to 5% annually based on team goals plus up to 10% annually based on individual performance
 
 
 </li>
 </ul>
 
 Key Responsibilities
 
 
 
 
 Client &amp; Advisor Support
 
 
 
 <ul>
 <li>
 Serve as a dependable administrative point of contact for clients and plan sponsors
 </li>
 <li>
 Schedule meetings, prepare materials, and ensure follow-up tasks are tracked and completed
 </li>
 <li>
 Maintain accurate and up-to-date client files and CRM records
 </li>
 <li>
 Prepare client deliverables and reports for advisor review
 
 
 </li>
 </ul>
 
 Operations &amp; Project Management
 
 
 
 <ul>
 <li>
 Coordinate with third-party administrators (TPAs), recordkeepers, and custodians on plan-related tasks
 </li>
 <li>
 Track progress on projects such as plan amendments, fund changes, or provider transitions
 </li>
 <li>
 Review and submit paperwork for new accounts, transfers, and plan updates
 </li>
 <li>
 Maintain workflow checklists, meet deadlines, and ensure all details are completed correctly
 
 
 </li>
 </ul>
 
 Why Join Us
 
 
 
 <ul>
 <li>
 Structured environment with clear systems and defined responsibilities
 </li>
 <li>
 Stable and collaborative team that values reliability and accuracy
 </li>
 <li>
 Opportunities to grow your skills in client service, operations, and retirement plan administration
 </li>
 <li>
 A workplace where consistency, accountability, and doing things the right way are recognized and appreciated
 
 
 </li>
 </ul>
 Here is the link to the Culture Index - Culture Index Survey . It should take around 3 &ndash; 10 minutes. I&rsquo;ve taken it myself and it is pretty straightforward and there are no right / wrong answers.
 
 
</div>

Client Service & Operations Associate

Morgan Stanley

<div>Fund Accounting, Associate, Fund Services
We&rsquo;re seeking someone to join our team as a Associate - w ill work very closely with Account Managers of Morgan Stanley Fund Services in ensuring proper NAV calculation of their hedge fund clients. They will also act on various requests made by the clients to update their portfolios on Morgan Stanley Portfolio Accounting (MSPA).
Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn&rsquo;t just a job, it&rsquo;s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.
The MSFS Accounting group offers a dynamic, client-focused environment providing comprehensive portfolio accounting services&mdash;including daily reconciliations, NAV calculations, and daily/weekly return estimates. We bring together sophisticated systems supporting diverse fund structures and incentive arrangements with a highly specialized team with expertise in hedge funds, private equity, audit, and prime brokers. Collaboration, precision, and innovation define the department, ensuring accuracy and timeliness for clients while fostering professional growth across all levels of our diverse global team. MSFS Accounting provides a fast-paced, intellectually stimulating environment ideal for ambitious individuals looking to engage with complex financial products &amp; data, cutting-edge processes, and high-performing colleagues. Join us to be part of a team where expertise and excellence drive success for our clients and your career.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you&rsquo;ll do in the role:
Provide Accounting solutions to Hedge Funds for independent valuation, investor transparency and regulatory compliance.
&middot; Calculation of daily NAV.
&middot; Review MSPA to custodian reconciliations. Identify and determine cause. Notify Account Manager of breaks. If break is due to an erroneous or missing transaction in MSPA then make necessary adjustments.
&middot; Perform middle office functions including P&amp;L analysis, daily cash projections, calculations of FX transfers required for funding, checking client&rsquo;s contributions &amp; redemptions etc.
&middot; Review general ledger exceptions. Identify cause and make necessary adjustments.
&middot; Verify performance by reviewing large P&amp;L swings and analyzing income/expense journals for validity.
&middot; Adjust activity as necessary for performance (MSPM) processing and reporting.
&middot; Responsible for accruing daily or monthly non-security related accruals including management fees and financing accruals.
&middot; Process non-automated transactions including OTC derivatives and their related cash movements.
&middot; Perform daily and monthly securities pricing analysis.
&middot; Validate and process corporate action data.
&middot; Providing audit support and assistance to funds in the preparation on financial statements.
&middot; Assistance with compliance functions.
What you'll bring to the role:
<ul><li>At least 1+ years prior work experience &ndash; preferably in financial services.
</li><li>Knowledge of hedge fund processing is a strong advantage.
</li><li>Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
</li><li>An ability to work under pressure and an ability to cope with increased workloads at month-end.
</li><li>An ability to work as part of a virtual team that is spread across different time zones and geographies.
</li><li>An ability to use key financial systems and other IT tools.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.</div>

Fund Accounting - Associate - Fund Services

PwC Middle East

<div>
 
 About Us
 
 
 
 With offices in 152 countries and nearly 328,000 professionals, we are one of the world&rsquo;s leading professional services networks, helping organizations and individuals create lasting value through Assurance, Tax and Advisory services. For over 40 years, we have contributed to the Middle East&rsquo;s transformation journey, partnering with governments and businesses to deliver sustainable solutions. Today, more than 12,000 of us across Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Oman, Palestine, Qatar, Saudi Arabia and the UAE are shaping the region&rsquo;s future.
 
 
 
 Line Of Service Overview
 
 
 
 Our Deals practice helps clients navigate complex transactions, from strategy through execution. We provide insights and solutions that enable organizations to create value, manage risks, and achieve sustainable growth in a dynamic market environment.
 
 
 
 Business Unit Overview
 
 
 
 The Transaction Services team specialises in financial due diligence, supporting clients in mergers, acquisitions, divestitures, and strategic investments. We deliver rigorous analysis and actionable insights to help clients make informed decisions and maximise deal value.
 
 
 
 How You&rsquo;ll Contribute
 
 
 
 As a Financial Due Diligence Senior Associate, you&rsquo;ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities include but are not limited to:
 
 
 <ul>
 <li>
 Performing detailed financial analysis on historical and forecast performance, working capital, and cash flows
 </li>
 <li>
 Supporting the identification of key deal issues, risks, and value drivers
 </li>
 <li>
 Preparing sections of high-quality reports and presentations for clients and stakeholders
 </li>
 <li>
 Collaborating with tax, legal, and other advisory teams to deliver integrated solutions
 </li>
 <li>
 Managing day-to-day engagement tasks and ensuring timely delivery of workstreams
 </li>
 <li>
 Building strong client relationships and demonstrating professionalism in all interactions
 </li>
 <li>
 Contributing to business development activities through research and proposal support
 </li>
 <li>
 Coaching junior team members and sharing technical knowledge
 </li>
 <li>
 Driving quality and efficiency in engagement delivery
 </li>
 <li>
 Upholding PwC&rsquo;s values and fostering a collaborative, inclusive team culture
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring
 
 
 
 <ul>
 <li>
 3&ndash;5 years of experience in financial due diligence, transaction services, or related advisory roles
 </li>
 <li>
 Bachelor's degree in accounting, Finance, Economics, or a related field; master's degree is a plus
 </li>
 <li>
 Professional qualification such as ACA, ACCA, CPA, or CFA preferred
 </li>
 <li>
 Strong technical knowledge of financial analysis and accounting principles
 </li>
 <li>
 Excellent analytical and problem-solving skills with attention to detail
 </li>
 <li>
 Ability to communicate effectively and work collaboratively in a team environment
 </li>
 <li>
 Proficiency in English; Arabic language skills are an advantage
 </li>
 <li>
 High level of adaptability and resilience in fast-paced environments
 </li>
 <li>
 Strong organizational and time management skills
 </li>
 <li>
 Your flexibility to travel up to 40% of the time. This means we may require you to work away from your base office location on a regular basis, and frequent overnight stays may be required. Where possible, we will take your preferences into account and strike a balance between meeting your career development/personal needs and those of the business and our clients
 
 
 </li>
 </ul>
 
 How You&rsquo;ll Make a Difference
 
 
 
 At PwC Middle East, we expect all our people to embody the skills and behaviors of The PwC Professional framework, helping us deliver on our strategy while growing and developing as leaders at every level.
 
 
 
 Why You&rsquo;ll Love Working at PwC
 
 
 
 At PwC Middle East, you&rsquo;ll find more than just a job &ndash; you&rsquo;ll build a meaningful career, supported by rewards and benefits that help you thrive. We offer competitive pay, comprehensive benefits, and programs that promote well-being, balance, and personal growth. You&rsquo;ll have access to continuous learning, digital upskilling, and a collaborative environment that values innovation, mentorship, and diversity. Are you ready to make a difference? Want to unlock new value by applying your unique perspective and talents? You can grow exponentially here. Discover more about Life at PwC Middle East .
</div>

Transaction Services - Financial Due Diligence - Senior Associate

A&O Shearman

<div>
 
 We are currently recruiting for an associate (NQ - 4 PQE) to join our Global Financial Markets Practice Group in Dubai.
 
 
 
 
 
 
 DEPARTMENT PURPOSE
 
 
 
 
 
 
 Our Global Financial Markets (GFM) team covers an exciting and broad area of finance. We work with colleagues across practice groups and jurisdictions on helping the world's most successful companies fund themselves and manage risk.
 
 
 
 
 
 Our work shapes market practice and our lawyers are involved in innovative, cutting edge and high-profile deals. We have advised on many industry 'firsts', including some of the most innovative transactions in sustainable finance and digital bonds. In recent years we have also advised clients on complex funding matters as they navigate difficult economic conditions and often act as a client's first port of call in times of market crisis.
 
 
 
 
 
 
 ROLE &amp; RESPONSIBILITIES
 
 
 
 
 
 <ul>
 <li>
 Assisting with the day-to-day management of transactions
 </li>
 <li>
 Preparing legal documents for execution
 </li>
 <li>
 Legal research and know how development
 </li>
 <li>
 Drafting standard and more complex documents, including precedents
 </li>
 <li>
 Providing strategic guidance to clients
 </li>
 <li>
 Managing client expectations and project delivery appropriately
 </li>
 <li>
 Business development - development of personal plan, assistance with and implementation of business development campaign
 </li>
 </ul>
 
 
 
 
 
 KEY REQUIREMENTS
 
 
 
 
 
 <ul>
 <li>
 Qualified lawyer, NQ - 4 PQE
 </li>
 <li>
 Self-starter with the desire and ability to continuously acquire, build upon and share knowledge
 </li>
 <li>
 Sound experience of operating within a complex international organisation
 </li>
 <li>
 Strong commercial/business acumen with the ability to deliver creative and pragmatic solutions and advice
 </li>
 <li>
 Strong legal and analytical skills
 </li>
 <li>
 Proven prioritisation, organisational and project management skills
 </li>
 <li>
 Excellent communication, professionalism and interpersonal skills
 </li>
 <li>
 Organised and methodical approach to work
 </li>
 <li>
 High level of accuracy and attention to detail
 </li>
 <li>
 Ability to work within a fast-paced environment and meet deadlines
 </li>
 <li>
 Positive attitude and style with both clients and fee-earners
 </li>
 <li>
 Proactive and confident with a high level of initiative
 </li>
 </ul>
 
 
 
 
 A&amp;O Shearman is a new global industry-leading law firm, with 48 offices in 28 countries worldwide. Our fluency in English law, US law, and the laws of the world's most dynamic markets, enables us to provide unmatched insight and seamless delivery to clients. We work on challenging and important deals and disputes that have the potential to shape the future.
 
 
 
 
 
 We offer exceptional opportunities for our people; opportunities to work for the world's leading businesses; to transform the status quo, and to deliver your best work, helping you and your career to thrive, while delivering unparalleled outcomes for our clients.
 
 
 Whether you're helping clients solve complex challenges, transforming the ways we manage our business, or ensuring the smooth-running of our operations, this is an environment where you can belong and excel. We provide first-rate training and development, we are committed to an inclusive environment, and we provide support and ways of working that help you optimise your wellbeing.
 
 
 
 
 
 What truly defines a career with us? We recruit the best and ask for the best of you. And together, we will redefine success.
 
</div>

Global Financial Markets Associate (NQ - 4 PQE)

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