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Specialist, Client Service Representative
entry · Operations
We’re seeking a future team member for the role of Specialist, Client Processing to join our GSS Enablement team. This role is located in Lake Mary, FL.
- In this role, you’ll make an impact in the following ways:
- Facilitate end to end repo workflows including trade, collateral, and liquidity management.
- Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
- Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
- Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
- Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
- Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
- Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.
- To be successful in this role, we’re seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required.
- Finance, business, economics, accounting, or business preferred
- 0-3 years of total work experience is preferred.
- Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
- Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
- Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
- Preferred qualifications:
- Back-office operations experience in financial services
- Familiarity of US triparty repo mechanics and US treasury clearing processes.
- Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
- Understanding of regulatory frameworks and risk management best practices.
- Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.