Junior Business Support Manager I

Description

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

This is a full time position based in Tarrytown, NY, or Providence, RI, and concurrently works on a variety of initiatives focused on Clarfeld and CCPW Operations

• Application, Data and Reporting Change and Release Management - working specifically with InnoTrust programs
• Application, data and reporting support  
• SharePoint site administration and access

1.  Coordinates application, data and reporting change and release management as well as assigned issue resolution, projects and initiatives
   • Assesses information and validates there are no other alternatives or viable options in place and that a change is needed, obtains approval from Sr. colleague to proceed with change request
   • Facilitates working with Project Manager, Business Managers, Business Subject Matter Experts and vendors to analyze business needs, documents requirements and proposes solution options that fully address any operational needs, gaps or issues. Obtains approval from Sr. Colleague on solution approach.
   • Develops a well-documented business case   with business owner, obtains approval from Sr. Colleague and business owner
   • Ensures there are clear requirements or specifications with business signoff
   • Ensures there is a clear business user acceptance test plan or creates one
   • Oversees UAT and signoff
   • Ensures the business validates change in production following push to production
   • Develops and delivers communications and training on changes as needed

1. Applications, data and reporting support
   •  Covers a centralized business support mailbox, provides timely responses, updates and completion of requests
   • Triages questions, issues and requests for reports, data or applications consulting with Sr. Colleagues as needed
   •  Co-ordinates with vendors and internal teams to resolve issues, ensures resolution is complete and effective
   • Produces weekly, monthly and quarterly reports and reconciliations as assigned, obtaining Sr. Colleague review and approval where needed
   • Provisions user access to assigned applications

1. SharePoint site management and administration
   1. Posts content and communications
   2. Develops new libraries and information architecture as needed
   3. Provisions user access and develops access roles/groups where needed

Qualifications

• 3 years work history/experience in problem resolution and troubleshooting for business partners/colleagues in the areas of technology, reporting, data, applications, analysis.
• Bachelors degree preferred 
• Past experience working with InnoTrust is a plus
• Ideal candidates will embrace learning and mastering software and be competent in sharing knowledge and communicating verbally and in writing with vendors, co-workers, leaders and clients.
• Some knowledge of MS Access preferred
• Strong skills in Excel required
• The salary range for this position is {$65,000 - $88,000}. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. 
• We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Salary : $17 - $65,000