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Specialist, Client Processing Representative II
mid · Risk & Compliance
We’re seeking a future team member for the role of Client Processing - S6 to join our Client Processing team. This role is located in Lake Mary
In this role, you’ll make an impact in the following ways:
- Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
- Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients.
- Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner.
- Provides support to business and technology managers.
- Handles complex client inquiries and requests.
- Identifies, investigates and resolves escalated and/or complex 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.
- Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations.
- May be responsible for allocating and checking work of other team members.
- May be responsible for specific supervisory review and approval actions.
- Supports the achievement of team objectives.
To be successful in this role, we’re seeking the following:
- High school/secondary school or the equivalent combination of education and experience is required.
- Bachelor’s degree preferred.
- 7 plus years of technical and management experience preferred.
- Experience in the securities or financial services industry a plus.
- Applicable local/regional licenses or certifications as required by the business.