Management Analyst Level 1 (OCS)

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Entry-level Intelligence Analyst I role supporting a government contract in Washington, DC, focused on evaluating, researching, and analyzing classified and open-source information. The position requires a Top Secret clearance and strong analytical, research, and technical skills to access, interpret, and format intelligence data according to established procedures. Candidates will work in a structured, team-oriented environment handling sensitive information with strict adherence to protocols. 🗂️ Requirements: Bachelor's degree or 3+ years of administrative, analytical, and research experience, Active Top Secret Clearance, Attention to detail, Ability to follow detailed, repetitive procedures, Professional demeanor, Strong oral and written communication skills, Ability to work in a team environment, Ability to handle sensitive information confidentially, Proficient computer skills, Ability to navigate Microsoft Office Suite and web browsers, Ability to evaluate reports and incoming information, Ability to identify relevant data sources, Ability to access classified and open-source databases, Ability to analyze, interpret, and research data in designated systems, Good judgment and decision-making skills 📃 Skills: Microsoft, Outlook, Word, PowerPoint, Excel, Google, Chrome, Databases, Research, Analysis 🏢 Description: Who We’re Looking For (Position Overview): Spry Methods is seeking an Intelligence Analyst I to support a government contract in Washington, DC. What You Need to Succeed (Minimum Requirements): - Bachelor’s degree or three (3) or more years of hands-on experience performing administrative, analytical, and research functions - Top Secret Clearance is required - Demonstrated attention to detail - Ability, tenacity, and patience to follow detailed procedures in a repetitive process - Professional demeanor at all times - Strong oral communication and interpersonal skills to work within a team environment - Ability to not share work information outside assigned unit and partners during and after employment - Written communication skills sufficient to explain actions taken and how recommendations were derived - Proficient computer skills, including the ability to navigate Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel) and Google Chrome; navigate multiple browser windows; copy and paste between applications - Ability to evaluate incoming reports and information - Ability to identify relevant data sources to clarify or corroborate investigative or operational intelligence community initiatives - Ability to access information from classified and open-source databases - Ability to access, analyze, interpret, and perform research on designated systems and databases; download identified information to appropriate media; and edit information into formats specified by standard operating procedures - Ability to evaluate information using good judgment and decision making Perks of Working for Us (Benefits): - Medical Coverage – Cigna (Traditional PPO Open Access Plus Network; two HDHP PPO Open Access Plus Network options; HDHP EPO Open Access Plus Network) - Dental Coverage – Cigna PPO Base & Buy-Up Plans - Vision Coverage – Principal VSP Choice Network - 11 paid federal holidays for full-time employees - Paid Time Off (PTO) starting at 15 days per year - Annual training allowance for job-related training or education - 401(k) with multiple fund choices through Fidelity and company match

🏢 Summary: Entry-level Service Desk Analyst role providing Level 1 technical support via phone and email, troubleshooting customer issues, and documenting resolutions. The position requires customer service experience, basic IT knowledge, and availability for a Tuesday–Saturday shift with reliable remote work connectivity. 🗂️ Requirements: High School diploma, Customer service experience, Service Desk or Help Desk experience OR associate degree OR relevant IT certification, Knowledge of software, hardware, and computer operations, Knowledge of call tracking applications, MS Excel proficiency, MS Word proficiency, MS Outlook proficiency, Strong verbal communication skills, Strong written communication skills, Reliable high-speed internet access, Reliable cell phone service, Located in or near Virginia Beach, Virginia 📃 Skills: ServiceNow, Excel, Word, Outlook, Helpdesk, Troubleshooting, Hardware, Software 🏢 Description: Overview *Candidates must be located in or near the Virginia Beach, Virginia area* *Shift: Tuesday - Saturday 9:00 AM - 6:00 PM EST* As a Service Desk Analyst I, you will be responsible for answering technical support calls and responding to emails from customers, providing Level 1 technical assistance directly to the customer base. You will provide accurate and efficient problem diagnosis, description and tracking through resolution. For remote/hybrid positions: an essential function of this position is that you be available on camera when interacting with employees, customers, vendors, and/or business partners; this position also requires that you maintain reliable high speed internet access (currently defined as upload/download speeds of at least 50 Mbps download / 15 Mbps upload) and reliable cell phone service. Your Impact The essential functions of this position include: - Provide excellent customer service to customers at all times - Respond to customer inquiries in person, electronically and via phone - Troubleshoot, problem solve and resolve customer issues - Document, track and monitor problems to ensure resolution in a timely manner - Work in a team environment and participate positively with the team - Update customers when issues are resolved - Update relevant issue tracking systems appropriately - Mentor and/or train Service Desk Analysts Qualifications - High School diploma required - Working knowledge of fundamental operations of relevant software, hardware and other equipment - Knowledge of relevant call tracking applications; ServiceNow experience a plus - One year of Customer Service experience required - Strong verbal communication skills - Strong written communication skills - Must be motivated towards constantly improving technical skills - Knowledgeable in use of MS Excel, Word, Outlook Any one of the following: - Two years of Service Desk / Help Desk experience - An associate degree (minimum) - Any relevant IT certification Position Specifics The initial base salary range for this position is expected to be between $16.83 and $24.04 hourly. The final base salary offered will be determined by multiple factors, including job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, compensation may include commissions and discretionary bonuses. Benefits may include medical, financial, and other offerings such as 401(k) eligibility, employee stock purchase program, vacation, sick time, and personal leave, depending on the position offered. If hired, employee will be in an at-will position and the company reserves the right to modify compensation programs at any time. Physical Requirements While performing this role, you will engage in both seated and occasional standing or walking activities. Reasonable accommodations are provided in accordance with relevant laws to support success in this position. This job description serves as a guide and is not an employment contract.

🏢 Summary: Executive Assistant supporting the CFO (primary) and CEO (secondary) in a high-growth technology environment, focused on executive operations, financial reporting coordination, board and investor logistics, and cross-functional alignment. The role centers on optimizing executive effectiveness through calendar, communication, financial cycle, and project management support. It involves close collaboration with Finance, Accounting, BizOps, and executive stakeholders to ensure rigorous operational execution. 🗂️ Requirements: 7+ years executive support experience for CFO, CEO, or C-level executive, Experience managing complex investor, board, or M&A calendars, Experience coordinating financial reporting cycles and executive materials, Proven ability to handle confidential financial and strategic information, Advanced calendar, inbox, travel, and logistics management, Experience supporting cross-functional finance and executive teams, Ability to manage multiple workstreams and shifting priorities, Proficiency with Google Workspace, Slack, Navan, expense systems, and project management tools 📃 Skills: GoogleWorkspace, Slack, Navan, Spreadsheets, Presentations, FinancialReporting, ExpenseManagement, ProjectManagement, OKRs 🏢 Description: About the Role We are looking for an exceptional Executive Assistant to partner directly with our CFO and CEO and help maximize the effectiveness, focus, and impact of both executive offices. This role is primarily CFO-facing, with the majority of day-to-day work driven by the CFO and related teams, while also providing essential calendar and communication support to the CEO. This role goes beyond calendar management. The Executive Assistant will bring structure and precision to a fast-moving executive environment, supporting investor relationships, financial reporting cycles, M&A coordination, and cross-functional operations across Finance & Strategy, Accounting, BizOps, and Analytics teams. What You'll Do CFO Support & Operations (Primary) - Own and proactively manage the CFO's calendar across daily, weekly, monthly, and quarterly planning horizons. - Manage complex domestic and international travel, including itineraries and contingency planning. - Handle expense reporting, approvals, and administrative workflows. - Support confidential and personal requests with discretion. - Provide operational assistance to Finance & Strategy, Accounting, Analytics, and BizOps teams. - Identify delegation opportunities and improve executive leverage. CEO Support (Secondary) - Monitor and maintain the CEO's calendar, protecting focus time and resolving conflicts. - Oversee inbox triage, flagging high-priority communications. - Draft responses or summaries as needed. - Partner with the Chief of Staff on priorities and meeting cadence. - Ensure preparation for upcoming commitments. Board & External Meeting Coordination - Coordinate logistics for board prep meetings, investor calls, and strategic external meetings. - Support preparation and distribution of board materials and pre-reads. - Track follow-ups and action items from board and investor meetings. - Maintain distribution lists and communication processes. Finance Team & Project Coordination - Gather and coordinate monthly and quarterly financial reporting materials. - Organize Finance leadership meetings and business reviews. - Track deliverables and deadlines across the Finance organization. - Assist with executive presentations, spreadsheets, and financial memos. - Partner with BizOps, FP&A, and Accounting to maintain visibility into OKRs and priorities. Core Team Support & Accountability - Support executive staff operating cadence and action tracking. - Create visibility into executive OKRs and commitments. - Document decisions and ensure follow-through. CFO Offsites & Team Events - Plan and execute CFO offsites and Finance team events. - Coordinate logistics, agendas, communications, and follow-ups. - Manage contractors and vendors as needed. What You Bring - 7+ years of executive support experience, ideally in a high-growth technology company. - Experience managing investor, board, or M&A scheduling. - Outstanding written and verbal communication skills. - Proven discretion with sensitive financial and strategic information. - Exceptional calendar, inbox, travel, and logistics management skills. - Strong cross-functional stakeholder management abilities. - High ownership mindset with strong attention to detail. - Experience with Google Workspace, Slack, Navan, expense systems, and project management tools. - Familiarity with financial reporting cycles or finance/accounting environments preferred. Benefits Additional benefits may include equity, company bonus eligibility, 401(k) plan, paid holidays, flexible PTO, parental leave, employee assistance and wellbeing benefits, global travel coverage, life/AD&D/STD/LTD insurance, FSA/HSA, and medical, dental, and vision coverage. Pay Range Tier 1 Pay Range (San Francisco, New York City, Seattle): $159,000—$198,700 USD Tier 2 Pay Range (All other US Locations): $138,200—$172,700 USD

🏢 Summary: Business Analyst / Senior Management Analyst role supporting federal logistics and industrial operations with workforce planning, quality management documentation, process improvement, and business analysis initiatives. The position involves supporting ISO 9001:2015 activities, workforce studies, training planning, and executive-level documentation in a federal client environment. Candidates should have experience in business analysis, process documentation, and operational support within federal, logistics, or industrial settings. 🗂️ Requirements: Experience in business analysis, management analysis, workforce planning, or process improvement, Experience developing and maintaining process guides, desk guides, SOPs, or technical documentation, Knowledge of Quality Management Systems, Familiarity with ISO 9001:2015, Experience conducting workforce analysis or business case analysis, Ability to collaborate with cross-functional stakeholders, Technical writing and documentation skills, Ability to manage multiple analysis and documentation tasks, Ability to work independently in a federal client environment, Ability to obtain and maintain Public Trust clearance, U.S. Citizenship or Permanent Residency 📃 Skills: ISO, QMS, Lean, SixSigma, CPIF, Documentation, WorkforcePlanning, BusinessAnalysis, Auditing, Logistics, Engineering, SOP, QualityAssurance 🏢 Description: We are seeking a Coast Guard Yard Business Analyst / Senior Management Analyst to support the federal client's Logistics Center (SFLC), Business Operations Division (BOD). The analyst will provide business analysis, workforce planning, quality management system documentation, process improvement, training planning, and strategic initiative support. The ideal candidate will have experience supporting federal or industrial operations environments, developing process and desk guides, supporting ISO 9001:2015 or Quality Management System activities, conducting workforce analysis, and coordinating across technical, financial, facilities, industrial, quality assurance, and executive stakeholders. Quick Facts - Support workforce planning efforts - Develop workforce training plans and materials - Conduct workforce sizing and staffing studies - Review and update workforce analyses and recommendations - Maintain Quality Management System and Financial Operations documentation - Support QMS and ISO 9001:2015 recertification activities - Develop and update Desk Guides and Process Guides - Review and improve process and desk guides for accuracy and consistency - Coordinate with industrial, financial, facilities engineering, quality assurance, and executive stakeholders - Provide executive and administrative support to working group leadership - Support business case analyses and command initiatives - Prepare briefing materials, analysis summaries, meeting notes, and decision-support products Qualifications - Experience performing business analysis, management analysis, workforce planning, or process improvement in federal, shipyard, industrial, logistics, maintenance, engineering, or operations environments - Experience developing, reviewing, or maintaining process guides, desk guides, SOPs, or technical/business documentation - Knowledge of Quality Management Systems and supporting QMS documentation, audits, certification, or recertification activities - Familiarity with ISO 9001:2015 requirements or comparable quality management standards - Experience conducting workforce analysis, staffing studies, business case analysis, operational analysis, or organizational assessments - Ability to work with cross-functional stakeholders - Strong technical writing, editing, facilitation, and communication skills - Strong attention to detail and ability to manage multiple documentation and analysis tasks simultaneously - Ability to work independently with minimal supervision in a federal client environment Desired Qualifications - Experience supporting shipyard operations, depot maintenance, industrial operations, or federal logistics organizations - Experience with ISO 9001:2015 recertification preparation, internal audits, corrective action tracking, or quality documentation control - Experience supporting continuous process improvement, Lean, Six Sigma, business process reengineering, or modernization initiatives - Experience preparing business case analyses, workforce models, staffing justifications, or executive decision papers - Experience supporting government working groups or executive steering committees - Familiarity with maintenance, financial operations, or facilities engineering environments Education and Experience - Bachelor's degree preferred in business administration, management, industrial engineering, logistics, public administration, operations research, or related field - Additional directly relevant experience may be considered in lieu of a degree - Prior shipyard, depot, federal logistics, or industrial operations experience preferred Work Environment - Federal client support environment with interaction across business, technical, industrial, quality, and executive stakeholders - Location and onsite requirements to be confirmed based on contract direction Security & Eligibility Requirements - Ability to obtain and maintain a federal Public Trust clearance - U.S. Citizenship or Permanent Residency required Benefits - Referral Bonus - 401(k) Matching - Eleven Holidays - Technology Reimbursement - Short-Term & Long-Term Disability - Life Insurance (Basic, Voluntary & AD&D) - Paid Time Off - 80% Employer Paid Health Care Plan (Medical, Dental & Vision) - Salary: $100,000–120,000 depending on experience - Equal Opportunity Employer

🏢 Summary: Hybrid Audit Support Analyst role supporting federal financial statement audits, internal control reviews, and compliance activities, including OMB A-123 testing. The position focuses on coordinating audit requests, maintaining documentation trackers, preparing responses, and supporting corrective action plans for federal oversight engagements. Requires a bachelor’s degree and at least one year of audit or financial management experience, with eligibility for Public Trust clearance. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business, or related field, Minimum 1 year experience in audit, accounting, internal controls, compliance, or federal financial management, Authorization to work full-time in the United States, Ability to obtain Public Trust Security Clearance, Experience supporting federal audit or compliance activities, Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint 📃 Skills: Excel, Word, PowerPoint, SharePoint, OMB, GAO, A-123 🏢 Description: Job Location: This is a hybrid position requiring onsite support in Washington, DC three days per week. Clearance: Must be currently authorized to work in the United States on a full-time basis and have the ability to obtain a Public Trust Security Clearance. Job Description: In this position as an Audit Support Analyst, you will provide operational and coordination support for federal audit, internal control, and compliance activities. You will support day-to-day coordination of financial statement audits, internal control reviews, OMB A-123 testing, and other federal oversight engagements. In this position, you will also: Track auditor requests, due dates, document submissions, follow-up questions, and management responses across multiple stakeholders and workstreams. Assist in gathering, organizing, and reviewing supporting documentation from program offices, finance teams, budget personnel, grants staff, acquisitions teams, and system owners. Maintain audit request logs, status trackers, action item lists, evidence repositories, and corrective action tracking documentation. Help prepare draft responses to auditor inquiries, ensuring responses are clear, complete, and aligned with agency procedures and requirements. Coordinate meetings between auditors and agency stakeholders, including preparing agendas, documenting discussion points, and tracking follow-up actions. Support review of audit findings, notices of findings and recommendations (NFRs), management responses, and corrective action plans. Monitor corrective action milestones and assist with status reporting and updates for management and leadership. Help identify documentation gaps, process inconsistencies, or internal control concerns that may require escalation. Support internal control and compliance activities through walkthroughs, process narratives, risk/control matrices, and testing documentation. Prepare routine audit status reports, dashboards, briefing materials, and meeting notes for federal leadership. Maintain professional communication with auditors, agency staff, and contractor team members. Ensure audit documentation is handled in accordance with applicable federal policies, privacy requirements, and records management procedures. Required Skills: Bachelor's degree in Accounting, Finance, Business, or a related field. 1+ year of experience supporting audit, accounting, internal controls, compliance, or federal financial management activities. Desired Skills: Experience working with OMB Circular A-123, GAO Green Book, financial statement audits, or corrective action plan tracking. Experience supporting a federal agency or government contractor in audit, compliance, or oversight-related activities. Basic understanding of federal financial management, internal controls, audit readiness, or compliance review processes. Experience maintaining trackers, evidence logs, audit response repositories, or other documentation management tools. Strong organizational skills with the ability to manage multiple deadlines, detailed documentation, and competing priorities in a fast-paced environment. Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint, along with strong written and verbal communication skills. Compensation and Benefits: We offer a competitive salary range of $60,000 to $70,000 in the United States. Individual salary within this range is determined by education, experience, skills, and geographic location. The Total Rewards package includes major medical benefits such as dental and vision coverage, a 401(k)-contribution plan, holiday and personal time off, professional development training and certification benefits, health and wellness subsidies, and paid time off for community service.

🏢 Summary: Remote Business Analyst role focused on analyzing and optimizing business processes within travel operations, supporting system implementations, and guiding data-driven decision-making. The position involves gathering requirements, documenting workflows, conducting business case and ROI analyses, and supporting testing and project delivery. This is a full-time opportunity open only to U.S. Citizens or permanent residents. 🗂️ Requirements: U.S. Citizen or permanent resident, Bachelor's Degree, 3–5 years of relevant experience, Experience in large-scale system implementations across full project lifecycle, Ability to gather and document business and system requirements, Experience creating workflow and activity diagrams, Experience supporting user acceptance testing and defect reporting, Strong analytical and business case development skills, Ability to work across cross-functional departments (Finance, IT, Operations, Quality), Ability to manage multiple projects and stakeholders simultaneously 📃 Skills: ROI, DAR, UAT, Workflow, Documentation, BusinessAnalysis, ProcessModeling, SystemImplementation, Testing, Reporting 🏢 Description: CI Azumano is seeking a Business Analyst to support a growing team. This position is remote and full-time. This role is ideal for an individual passionate about establishing disciplined business processes, documenting those processes, measuring performance, and guiding the organization through structured analysis to make optimal business decisions. The candidate will work closely with stakeholders to gather requirements, develop solutions, and ensure the quality and effectiveness of business processes that support travel operations. The position requires strong analytical, written and verbal communication, and consultative skills focused on business process optimization. Responsibilities include, but are not limited to: - Collect, review, analyze, and manage system and user requirements from executive leadership and translate them into documentation, presentations, or draft analyses - Analyze business processes for gaps and document them using Standard Operating Procedures or workflow diagrams - Leverage analytical techniques such as Return on Investment, Business Case Analysis, and Decision Analysis and Resolution (DAR) to support optimal business decisions - Create activity diagrams, flow diagrams, and related documentation - Research solutions to increase work efficiency - Operate in a complex environment with multiple projects and stakeholders - Perform solution assessment and validation, including support of user acceptance testing and defect and issue reporting - Ensure project deliverables meet defined business requirements - Establish understanding of client business challenges and translate them into opportunities - Maintain regular client communication and satisfaction - Contribute to project discovery, kickoff, proposals, and statements of work - Improve systems or processes by identifying and designing process modifications - Establish project critical paths, milestones, and delivery dates - Help establish project test strategies, methodologies, and test plans, and assist with test execution - Provide weekly status reports and monthly risk updates Basic Qualifications: - Bachelor's Degree and 3 to 5 years of relevant experience - Experience working cross-functionally across departments such as Finance, IT, Operations, and Quality - Proven ability to produce high-quality documentation and presentations with strong attention to detail - Excellent communication and presentation skills for technical and non-technical audiences - Ability to operate independently with minimal guidance - Experience in large-scale system implementations across all project phases from requirements through deployment - Strong business acumen to effectively communicate during daily operations and IT service delivery Benefits: - Competitive pay, benefits, and perks - Flexible work-life balance - Professional development opportunities - Performance and recognition programs - Comprehensive medical, dental, vision, life, and disability coverage - Voluntary benefits including critical illness, hospital, and accident coverage - Health savings accounts and flexible spending accounts - 401(k) retirement plan - Eligibility for benefits and paid leave programs for full-time employees working at least 30 hours per week

🏢 Summary: Mid-level Applications Support Analyst role focused on end-to-end technical and business support for financial applications, ensuring stability, issue resolution, and smooth release management. The position involves acting as a liaison between business users and technology teams, driving system improvements, and supporting risk and compliance standards. The role contributes directly to operational resilience and application reliability within a financial services environment. 🗂️ Requirements: 2-5 years experience in application support or similar role, Knowledge of application support procedures and concepts, Experience with problem and issue tracking tools, Ability to analyze complex issues using multiple data sources, Basic understanding of financial markets and products, Experience participating in application release lifecycle activities, Ability to assess risk and ensure regulatory compliance, Bachelor’s degree or equivalent experience 📃 Skills: ApplicationSupport, ReleaseManagement, IncidentManagement, ProblemManagement, DataAnalysis, RiskManagement, Compliance, FinancialMarkets, Testing, Documentation 🏢 Description: The Apps Support Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Provides End-to-End Application Support: Offers technical and business support for Citi applications, managing user issues from initial query through to long-term remediation with technology partners. Acts as a Central Liaison: Serves as a critical communication bridge between business users (including traders), internal technology groups, and external vendors to ensure alignment and resolve issues. Manages Application Release Cycle: Actively participates in the full application release lifecycle, including testing, production deployment, and post-release validation to ensure seamless transitions. Drives Proactive System Improvements: Analyzes applications to identify risks, vulnerabilities, and security issues, and collaborates with development teams to prioritize bug fixes and enhance stability. Owns Strategic Support Projects: Takes ownership of key support-driven projects focused on improving application stability, efficiency, and overall effectiveness. Upholds Risk Management and Compliance: Assesses risk in all business decisions, ensuring strict compliance with laws, regulations, and company policy to safeguard the firm, its clients, and its assets. Serves as a Subject Matter Expert (SME): Acts as a go-to expert on the applications for senior stakeholders and other team members, providing guidance and sharing in-depth knowledge. Ensures Operational Resilience: Contributes to business continuity by participating in disaster recovery tests and developing and maintaining comprehensive technical support documentation. Qualifications: Experience: 2-5 years of relevant experience in a similar role. Technical Foundation: Basic knowledge of application support procedures, concepts, and experience with problem/issue tracking tools. Financial Acumen: A basic understanding of financial markets, products, and the business's technology strategy. Communication Skills: Strong communication, customer service, and diplomacy skills to effectively persuade, influence, and exchange information with stakeholders. Analytical Skills: The ability to evaluate complex situations using multiple sources of information to make judgments and solve problems. Process Improvement Interest: Experience or a demonstrated interest in participating in process improvements and the standardization of procedures. Teamwork and Organization: A good team player with the ability to plan and organize their workload and effectively share information with others. Education: Bachelor’s/University degree or equivalent experience. What we can offer you: By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include: Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program) Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates Employee Assistance Program financed by Employer Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave) Sport Card for employees subsidized via Social Benefits Fund and Sport Cards for certain family members available at preferential rates Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events. Additional day off for volunteering Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform. Opportunity to receive an annual discretionary incentive award Special offers and discounts for employees Copy and paste the URL below into a new tab on your web browser to view the Remuneration Regulations extract: https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/RemunerationRegulations-KeyProvisions-CitibankEurope_plc_05012025_A.pdf Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. #LI-KK1 ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location Full Time Salary Range: 120 200,00 zł - 190 000,00 zł ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------ This job opening is for an existing job vacancy. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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🏢 Summary: This role combines financial operations, investor reporting, go-to-market strategy, and talent scaling within a high-growth SaaS environment. The position owns core finance processes, prepares board materials, supports B2B/AI growth strategy, and leads full-cycle technical recruiting and event planning. It requires hands-on experience building systems across finance, operations, and talent in technology companies. 🗂️ Requirements: Bachelor’s degree in Economics or related field, 2 years of experience in the job offered or related role (e.g., Senior Associate/Analyst), At least 1 year of experience preparing board presentations and investor materials with metrics reporting, At least 1 year of experience building and evolving financial operations, At least 1 year of experience developing go-to-market strategy for B2B or AI-driven products, At least 1 year of experience conducting voice of customer research and market demand analysis, At least 1 year of experience building and scaling organizational systems or functions (talent, finance, operations), At least 1 year of experience conducting interviews with technical and non-technical stakeholders 📃 Skills: FinancialOperations, SaaS, MetricsReporting, GoToMarket, B2B, AI, MarketResearch, VoiceOfCustomer, RegulatoryCompliance, TechnicalRecruiting, AccountsReceivable, AccountsPayable, SalesEnablement 🏢 Description: Duties: Own and operate core financial functions within the business (e.g., accounts receivable, accounts payable, department expense management) Prepare quarterly board presentations and investor materials, reporting on SaaS metrics and company-wide focus areas Create sales collateral and strategy materials that can be leveraged for sales enablement efforts Lead end-to-end planning and execution of offsites and team events Partner with legal to manage regulatory compliance programs Scale the talent function from ad hoc hiring to a structured, systems-driven recruiting engine Lead full-cycle technical recruiting (outbound, inbound, agency coordination) Lead planning of events with other tech startups in NYC to attract top talent into the business Role Requirements: Education Required: Bachelor or foreign equivalent in Economics or related fields Experience Required: 2 years' experience in job offered or related occupations (e.g. Senior Associate/Analyst) Special Requirements: Must have at least 1 year of prior work experience in each of the following: Preparing board presentations and/or investor materials, reporting on metrics and focus areas Helping build and evolve financial operations across areas of the business Developing go-to-market strategy for B2B technology or AI-driven products Conducting voice of customer research and market demand analysis to inform growth strategy for technology companies Building and scaling systems or functions for an organization (e.g., talent, finance, operations) Conducting interviews across stakeholder groups of technical and non-technical backgrounds Work Site: 36 W 25th Street, Floor 16, New York, NY 10010 Compensation: $140k-$160k Salary Benefits Top of the line health, dental and vision insurance, with 100% premium covered 401k matching Free lunch in office Monthly team dinner (we have a lot of foodies) for each office Commuter benefits

🏢 Summary: Service Operations Associate I role supporting ultra-high-net-worth client operations in a wealth management environment. The position focuses on processing financial transactions, custodial coordination, CRM documentation, and operational support for Relationship Managers and Wealth Advisors. The role offers career growth within service operations and includes comprehensive employee benefits. 🗂️ Requirements: 2–4 years of related experience, Financial services industry experience, High school diploma, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to manage transactional processing accurately, Experience working in an office environment, Strong written communication skills, Strong verbal communication skills 📃 Skills: Excel, Outlook, Word, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans with per pay period match and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing