Top Operations & Support Jobs in Charlotte, NC

Provide support for a small portfolio of customers, maintain accounts with business client managers, oversee customer experience, produce loan reports, assist with non-complex financial statement analysis, evaluate portfolio profitability and risk, handle customer issues, and collaborate with colleagues while following policies and compliance requirements.

Lead centralized reviews of advisor websites and social media for regulatory and firm-policy compliance. Serve as social media SME, drive risk management and control initiatives, resolve escalations, collaborate with cross-functional teams, and mentor junior specialists.

Serve as primary operational contact for a portfolio of Latin America and Caribbean clients, handling onboarding, customer due diligence, funds movement, payment processing, overdraft and exception wire resolution, and credit-related servicing. Coordinate with relationship and credit teams, escalate complex issues, maintain policy and control knowledge, and support process-improvement initiatives.

Support full lifecycle TBA/MBS trade processing and settlement, manage FICC and AOT/RTTM activities, reconcile positions, resolve trade exceptions, collaborate with Trading/Sales/Operations, perform risk/control activities, and implement process improvements to enhance operational efficiency.

Provide high-touch middle-office support for Alternative Investments by assisting financial advisors and internal partners with trade support, account management, documentation, escalations, and technical questions. Troubleshoot and resolve complex advisor/client issues, train and mentor team members, support projects and field education, and serve as a backup for supervisory responsibilities while adhering to compliance and risk guidelines.

Provide high-touch middle-office support for Alternative Investments by assisting advisors and internal partners via phone and email, handling trade support, account documentation, escalations, and issue resolution while following policies and compliance requirements.

Lead end-to-end servicing for complex commercial and asset-based lending portfolios, including syndicated and participated loans. Serve as primary servicing contact, process loan transactions and tranche setups, manage reconciliations, settlements, accruals and fees, conduct quality reviews, resolve escalations, mentor junior staff, and support system enhancements and testing to ensure strong controls and regulatory compliance.

The Senior Operations Processor will support wire transfers, resolve compliance issues, improve processes, and provide expert guidance in operations support initiatives.

The role involves leading data governance technology strategy, enhancing tooling ecosystems, managing global teams, and ensuring compliance with data policies.

The Lead Securities Operations Specialist oversees complex operational tasks, leads improvement initiatives, manages account onboarding, resolves escalated issues, and collaborates with management to drive efficiency in securities operations.