Specialist, Client Processing Representative II

About the role

The Specialist, Client Processing Representative II role is located in Boston, MA. This role involves leading a small to medium-sized client processing support team, serving as the primary point of contact for clients, and handling complex client inquiries and requests.

Responsibilities

• Lead the day-to-day operations of a client processing support team, providing work direction and technical assistance on complex matters.
• Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
• Participate in processing updates to client accounts and company records to ensure accuracy and timeliness.
• Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
• Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
• Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
• Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
• Support the achievement of team objectives.

Requirements

• A high school/secondary school or equivalent combination of education and experience is required; a bachelor’s degree is preferred.
• Seven (7) or more years of technical and management experience are preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required by the business.
• Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.

Qualifications

• High school/secondary school or equivalent combination of education and experience is required; bachelor’s degree preferred.
• Seven (7) or more years of technical and management experience are preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required by the business.
• Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.

Skills

• Technical proficiency in relevant software and systems.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of regulatory requirements and industry standards.

Benefits

• Competitive compensation package, including base salary and potential annual discretionary incentive awards.
• Access to a variety of benefits, including medical, dental, vision, and basic life insurance plans.
• Flexible global resources and tools for your life’s journey.
• Generous paid leave, including paid volunteer time.
• Opportunities for professional development and advancement.

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

Details regarding the schedule will be provided if an employee receives an offer of employment.

Contact

To apply for this position, please visit the application instructions provided in the posting.