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<h1>Job Details</h1> <h2>Job Title</h2> Maintenance Technician Posted: 6/05/2025 <h2>Location</h2> <a href="#">OK, Broken Arrow - Prairie House</a> 2450 N Stone Ridge Dr. Broken Arrow, OK 74012 <h2>Description</h2> Why we should be your “home away from home” <ul> <li> What associates say: A certified Great Place To Work (voted by associates) 7 years in a row!</li> <li> Work environment: Our focus is to maximize the potential of every life we touch. We do this by creating an elegant community where our residents are surrounded by the highest standards of quality of service, environment and care. This includes Holistic Wellness, Gold Leaf Dining standards and vibrant Life Enrichment activities.</li> <li> Associate support available: Work friend trainer, employee assistance program, crisis care assistance, paid-time-off donations, continuing education opportunities, appreciation/sympathy gifts, family member discount.</li> <li> Associate growth opportunities: In addition to competitive pay, hundreds of associates are promoted each year! We conduct annual performance evaluations with raises.</li> <li> Company snapshot: A family business for 30 years, Legend has seen 63% property growth in the past several years! Our awards include: Great Place To Work, Best of Senior Living Award, Innovative Programming in Senior Living.</li> </ul> JOB HIGHLIGHTS We are looking for outstanding individuals to join the maintenance team as a Maintenance Technician. You will make a difference in the lives of residents by ensuring the place they call home is a safe and attractive living environment. This position functions to maintain and repair the equipment, operating systems, structure and grounds of the residence. Bonus opportunities: <ul> <li>On-call bonus</li> <li>Call-back bonus</li> <li>Employee of the month/year</li> </ul> Benefits: <ul> <li> 401(k) program including discretionary company match</li> <li>Competitive Paid Time Off (for full-time associates)</li> <li>Holiday pay</li> <li>Discretionary Scholarship program </li> <li>Annual performance evaluations/raises </li> </ul> Responsibilities: <ul> <li> Regularly walking throughout the residence and grounds to check equipment, maintain appearance, and ensure safety</li> <li> Completing and documenting work orders as assigned by the Maintenance Director, including maintenance and repairs for the building, grounds and equipment</li> <li> Following troubleshooting, reporting to the Maintenance Director any parts or supplies needed to complete repairs</li> <li> Assisting the Director with completion and documentation of inventory, preventative maintenance, warranties, inspections, and overseeing work performed by outside vendors</li> <li> Communicating effectively with residents and staff</li> <li> Adhering to company policies, procedures and safety guidelines</li> </ul> <h2>Requirements</h2> Requirements: <ul> <li> Previous experience in a related trade or position, preferably with expertise in electrical, HVAC and repairs and/or maintenance</li> <li> The position may require the individual to operate a motor vehicle as part of service and delivery requirements</li> </ul> Legend Senior Living is a drug free workplace and drug screening will be conducted at the company’s discretion. <a href="#"> Quick Apply </a> <a href="#"> Apply (Full Application) </a> <a href="#"> Return to Search </a> Share <a href="#">Facebook</a> <a href="#">Twitter</a> <a href="#"></a> <a href="#">LinkedIn</a> <a href="#">Email</a> <a href="#">Print</a> It is the policy of Legend Senior Living to provide equal employment opportunity in employment to all associates and applicants for employment. No person is to be discriminated against in employment because of race, religion, color, sex, age, genetic information, national origin, pregnancy, disability, military status or any other classification protected by applicable local, state or federal law. This policy applies to all terms, conditions, and privileges of employment. Although the company does not discriminate on the basis of citizenship, it is required to comply with federal laws to ensure that its workforce is legally eligible to work in the United States.

Legend Senior Living

Maintenance Technician

Job TitlePortfolio Administration Associate ManagerJob Description SummaryResponsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadershipJob Description<h2>Essential functions and responsibilities</h2><ul> <li>Manage all Portfolio Administration services for a multitude of accounts</li> <li>Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met</li> <li>Provide leadership to staff with the goal of maximizing technology resources and improving processes</li> <li>Provide direction, coaching, and career development to assigned staff</li> <li>Provide new team integration and recruiting support including the interviewing and onboarding process</li> <li>Develop training and ensure all training and continuing education needs are met for each associate</li> <li>Create and maintain trust and strong relationships with team members, leadership, and clients</li> <li>Ensure account needs are met while following the scope outlined in the client service agreements</li> <li>Complete monthly billing for Portfolio Administration services for assigned clients</li> <li>Provide superior client service to internal and external clients</li> <li>Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed</li> <li>Continuously seek business expansion opportunities with existing clients and develop those opportunities</li> <li>Outline or oversee the continuous updates to the process playbooks</li> <li>Provide timely and accurate reporting to senior leadership and clients</li> <li>Handle or oversee monthly rent and other critical reporting for clients and senior leadership</li> <li>Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly</li> <li>Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus</li> <li>Execute special projects as assigned by senior leadership</li> <li>Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed</li> <li>Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained</li> <li>Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines</li> <li>Stay up to date on the latest industry standards and trends</li> </ul><h2>Key Competencies</h2>Demonstrated leadership/management skills Strong Customer Service Skills Strong Communication Proficiency (oral and written) Presentation Skills Organization Skills Technical Proficiency Analytical Skills Research Skills Detail Oriented Interpersonal Skills Sense of Urgency<h2>Education </h2><ul><li>Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal</li></ul><h2>Additional eligibility qualifications</h2><ul> <li>3+ years relevant work experience</li> <li>Ability to read and understand financial statements</li> <li>Strong interpersonal skills</li> <li>Ability to manage multiple high priorities</li> <li>Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $51,000.00 - $60,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Portfolio Administration Associate Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Leverages extensive financial data to identify possible solutions to meet client needs and goals</li> <li>Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps</li> <li>Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis</li> <li>Engages with specialists and partners to address client needs and deliver solutions</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Investments Management</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Data Visualization</li> <li>Risk Modeling</li> <li>Trading and Investment Analysis</li> <li>Investment Management</li> <li>Referral Identification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>CFP® or CPWA® designation and/or maintain at least one firm approved designation</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Possess and demonstrate strong communication skills</li> <li>Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients</li> <li>Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​</li> </ul> The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Wealth Planner (FP)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Job Description: The Quantitative Strategies Group at Bank of America is seeking Associate or VP for open positions of Quantitative Strategist to be based in New York, covering the Equity Derivatives trading desks. As part of this role you will work in an exciting, fast-paced environment, working closely with traders and others to improve the performance of existing models and to develop new ones. Our goal is to develop and deliver the best-in-class analytical abilities so that our business partners can better serve client needs and improve profitability. This role is very technical in nature and requires in-depth knowledge of mathematical modeling, programming languages, and understanding of finance and derivatives. In this role you will <ul> <li>Develop expert-level knowledge of Equity Derivatives business and product suites</li> <li>Gain experience working directly with different traders and solving their daily needs.</li> <li>Enhance existing models and help develop new ones. Work through the entire lifecycle of model and product development and software releases.</li> <li>Develop analytical tools and reports when such needs arise.</li> </ul> There will be opportunities of daily interaction with the trading desks as well as working closely with our Risk, Finance, Middle Office, and Technology partners. Candidate Requirements: <ul> <li>Quantitative capabilities and background in Mathematics/Physics/Computer Science/Engineering (up to MSc/PhD level)</li> <li>Strong knowledge and interests in finance. Experience working with different financial products and derivatives modeling preferred.</li> <li>Strong programming and technical skills. Proficiency of at least one programming language required, with experience in C/C++ and/or python preferred.</li> <li>Excellent verbal and written communication skills, as well as the ability to explain complex ideas in a simple and accessible manner.</li> <li>Curiosity to research different methodologies and explore new territories.</li> <li>Ability to multitask and work under pressure. Ability to work with different people and groups.</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

VP, Quant Strategist - Equity Derivatives

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond. Job Responsibilities: <ul> <li>Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.</li> <li>Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. </li> <li>Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.</li> <li>Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.</li> <li>Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.</li> <li>Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.</li> <li>Partner with local Merrill Market Executives to deliver value add content to advisors.</li> </ul> Qualifications: <ul> <li>8+ years’ experience in financial services industry</li> <li>5+ years sales experience</li> <li>Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors</li> <li>Self-motivated, adaptive, positive attitude and high energy are a must.</li> <li>Bachelor’s degree or equivalent experience.</li> <li>Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)</li> <li>Series 7 and 66 licenses</li> </ul> Skills: <ul> <li>Market Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Client Investments Management</li> <li>Client Solutions Advisory</li> <li>Networking</li> <li>Strategic Thinking</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Oral Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Ultra High Net Worth Portfolio Strategist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: Application Production Support for the Bank of America’s Global Banking Applications, primary responsibilities are identification and resolution of production incidents. Problem Management post incident resolution to determine root cause, mitigating actions, drive and track permanent resolution. Management of incident and problem tickets through the enterprise ITSM tool. The role also includes: <ul> <li>Capacity and Performance Management</li> <li>Working with development teams for take-on and training of new services or significant upgrades</li> <li>Providing support for Audits (internal and external)</li> <li>Stakeholder management, working closely with Business and Operations partners to understand KPI metrics to measure service stability to prioritize defect fixes and enhancements</li> </ul> Required Qualifications: <ul> <li>Bachelor’s Degree in Computer Science or related field</li> <li>5+ years of relevant IT experience i.e. Production or Release Support, ITIL, Technical Implementations, or equivalent</li> <li>Demonstrate flexibility, navigate ambiguity, and quickly establish credibility among technical peers</li> <li>Excellent written and verbal communication skills (English)</li> <li>Proven knowledge in some/all of the following: Java/J2EE – Core Java, JDBC, EJB, &amp; Java Web Services &amp; Experience in Server-side technologies - SOAP/Restful services, XML/XSLT, XML, JDBC, AOP, MQ Micro Services &amp; MuleSoft</li> <li>Good knowledge of Middleware components; Message Broker, IBM Websphere MQ, JBoss application server, MuleSoft</li> <li>Strong operating system knowledge in Unix and Windows including strong scripting skills</li> <li>Experience with Database technologies (examples Oracle, DB2 and PL/SQL ) queries to support incident resolution</li> <li>Knowledge of event driven and schedule driven batch processes</li> <li>Experience of handling various production support roles (technical – L1/L2/L3) and hands-on experience in using at least 2-3 widely used monitoring / scheduling tools</li> <li>Ability to be part of IT production support team providing front-line technical support to end users responding to issues related to Incident / Problem Management, Release/Deployment, Operational Readiness, Application Monitoring &amp; Production Governance</li> <li>Experience with: troubleshooting, analysis, research, and resolution using advanced query, programming skills, conduct root cause analysis, and identify mitigations/risk, real-time restoration, triaging of issues impacting technical services (application/infrastructure) to bank customers and partners in a timely manner while keeping partners advised of significant progress or challenges during the restoration period</li> <li>Ability to work closely with Technology Infrastructure, Development &amp; Testing Teams in supporting Integrated / Independent releases, software/hardware upgrades, server upgrades, etc.</li> <li>Ability to assess initial severity, gather impacts, engage necessary supporting teams, and escalate as necessary to ensure timely restoration</li> <li>Experience with on call support for triaging problems, coordinating with various support teams across the organization and carryout activities related to incident and problem management</li> <li>Ability to communicate with all lines of business and management the overall status and health of the application, contribute to automation, causal analysis, develop shared/common solutions, and proactively identify cross-functional or technical issues</li> <li>Working on some weekends and bank holidays as part of a 5 day week shift pattern</li> </ul> Desired Qualifications: <ul> <li>Leads End-to-End maintenance responsibility of all production services related to technology. Work activities specific to Production Shared Services include: Problem/Incident Management, Release/Deployment, Operational Readiness, Capacity/Availability Management, Application Monitoring, Service Analytics and Reporting, Production Governance, Triage, Associate Support, Change/Configuration Management</li> <li>Actively engage and lead production support issues/incidents. Takes ownership of escalations and perform trouble shooting, analysis, research and resolution</li> <li>Ensure production and performance SLAs are met and escalate issues which needs attention</li> <li>Performs analytical, technical, and administrative work in planning, installing, and supporting new and existing equipment and software under moderate supervision</li> <li>Identifies vulnerabilities and opportunities for improvement, as well as maintain metrics to help develop analysis that will drive improvement in all areas of Production Shared Services. Creates and enhances administrative, operational and technical policies and procedures, adopting best practice guidelines, process improvements, standards and procedures</li> <li>Exercises judgment within defined procedures and practices to determine appropriate action</li> <li>Serves as an escalation point between the client/business area and internal management for the resolution of moderately complex unresolved problems, complaints and service requests</li> <li>Should have increased awareness and exposure to basic technical principles, concepts and techniques</li> <li>Resolves complex issues. Works on problems of minimal-moderate scope where analysis of situation or data requires a review of identifiable factors</li> <li>Support of on-call rotation for off-hours and weekend support as needed</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Influence</li> <li>Production Support</li> <li>Risk Management</li> <li>Automation</li> <li>Collaboration</li> <li>Innovative Thinking</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Business Acumen</li> <li>DevOps Practices</li> <li>Project Management</li> <li>Solution Delivery Process</li> <li>Stakeholder Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Production Services Specialist II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7 &amp; 66 required (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift:1st shift (United States of America) Hours Per Week: 40

Investment Consultant II - Merrill Premium

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: <ul> <li>Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives</li> <li>Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews</li> <li>Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate</li> <li>Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis</li> <li>Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks</li> <li>Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics</li> </ul> Required Qualifications: * A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. * This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. * Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: * Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: * Advisory * Client Investments Management * Customer and Client Focus * Investment Management * Presentation Skills * Active Listening * Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and Practice Standards * Collaboration * Critical Thinking * Data Quality Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Portfolio Manager III

Job Description: Job Title: Global Markets Client Onboarding Manager Corporate Title: Assistant Vice Present Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Location Overview: Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career. Job Description: The Global Markets Client Onboarding team are a fast-paced, client facing team that owns the end-to-end onboarding experience for both new and existing clients. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all Tax, Credit, Legal, AML/KYC and Regulatory standards. Throughout the onboarding journey, we provide clear and timely updates to both clients and internal stakeholders, keeping everyone aligned and informed. We coordinate across multiple teams to secure approvals and system setup, ensuring a seamless and efficient path to trading. Responsibilities: <ul> <li>Manage the end-to-end onboarding process for institutional clients across various lines of business.</li> <li>Act as the primary point of contact for clients during onboarding, delivering a timely and compliant client onboarding experience.</li> <li>Liaise with internal teams, including Sales, Trading, Legal, Credit, AML/KYC and Operations to ensure all onboarding requirements and met efficiently.</li> <li>Monitor and communicate onboarding progress with key stakeholders, proactively addressing roadblocks or delays.</li> <li>Ensure data accuracy and system readiness to enable client for trading upon completion of onboarding.</li> <li>You will be the voice of the client, enabling the strategic development of the client service model and technology platforms.</li> <li>You will participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>You will ensure Bank of America is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding.</li> <li>You will protect existing revenue and enable new revenue through onboards and mandates won for multi-fund launches.</li> </ul> Requirements: <ul> <li>Experience in client onboarding, account management or a similar operations/client facing role within financial services.</li> <li>An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.</li> <li>Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.</li> <li>Highly organised with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.</li> <li>Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.</li> <li>Proficiency in French and/or German to support communications with clients would be beneficial.</li> </ul> Other Skills: <ul> <li>Excellent communications skills and ability to present to a senior audience.</li> <li>Ability to work under pressure in a team environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.</li> <li>Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.</li> <li>Excels in working among diverse viewpoints to determine the best path forward.</li> <li>Experience in connecting with a diverse set of clients to understand future business needs.</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.</li> </ul> Benefits of working at Bank of America Ireland: <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work because of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum</li> <li>Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to free counselling through an Employee Assistance Programme and virtual GP services</li> <li>Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to join our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Client Onboarding Manager

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview You may be eligible for a sign-on bonus of up to $3000. Join our team as a day shift, full-time, Internal Medicine Medical Assistant in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li> </ul> Get to Know Your Team: <ul><li>Utica Park Clinic, founded in 1982, is a multi-specialty medical group with more than 300 employed physicians and advanced practice providers representing over 25 specialties across 80 plus clinics in Oklahoma.</li></ul> Learn About a Day in the Life of a Medical Assistant: Responsibilities The Medical Assistant (MA) will report directly to the Office Manager and will be responsible for vitals, injections and basic triage and should be able to assist in minor procedures. Qualifications Job Requirements: <ul type="disc"> <li>High School Diploma or GED</li> <li>BLS Certification</li> <li> Successful completion of a Medical Assistant training program or more than 3 years of working experience as an MA. </li> </ul> Preferred Job Requirements: <ul type="disc"><li>Current CMA, RMA or ABR certification </li></ul>

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