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Senior Specialist, Client Processing
senior · Risk & Compliance
In this role, you’ll make an impact in the following ways:
- Supports client service by responding to queries promptly, providing clear and accurate updates, and helping to ensure a positive client experience throughout the investigation lifecycle.
- Solves complex problems based on an understanding and knowledge of the intricacies of the system.
- Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower-level client processing roles.
- May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions.
- Contributes to the achievement of related team’s objectives including process improvement using AI and other digital tools available.
To be successful in this role, we’re seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience concentrated in transaction processing / investigations or related field within financial services preferred.
- Experience in brokerage processing is preferred.
- Applicable local/regional licenses or certifications as required by the business.
Strong leadership and team management abilities.
Excellent problem-solving and analytical skills.
Effective communication and collaboration skills across diverse teams.