Specialist, Client Processing Representative

About the role

Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.

Responsibilities

• Performs complex operational tasks in a product or functional area.
• Counsels and interprets policies independently.
• Manages complex, manual processing of updates to client accounts or company records.
• Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
• Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
• Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identifies, investigates and resolves problems in client accounts or company records.
• Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
• Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.
• Reviews and checks work of other Client Processing Support staff and helps resolve escalated issues.
• Allocates and checks work of other team members.
• May be responsible for specific supervisory review and approval actions.
• Ensures the quality and completion of own work.

Requirements

High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred.

Qualifications

• Applicable local/regional licenses or certifications as required by the business.

Skills

N/A

Benefits

N/A

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

N/A