Associate, Client Processing Representative II

Client Processing - S6Serves 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

High school/secondary school or the equivalent combination of education and experience is required

Bachelors 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