Client Processing Specialist

JOB SUMMARY

The client processing specialist is responsible for ensuring all firm systems are setup with client information and project details accordingly and for communicating with the project team, finance and other internal teams or project teams as needed.

The client processing specialist is also responsible for mitigating risk to clients and the firm and, therefore, begins to develop a basic knowledge of all aspects of the firm's report processing capabilities and software applications, and applies objectivity with integrity in the normal course of work. The client processing specialist must be knowledgeable on the policies, procedures, and technology tools for supported industries within each of the lines of business.

With guidance, the client processing specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills.

ESSENTIAL DUTIES

Complete data entry of key information into applicable systems of record and reviews for completeness and accuracy to ensure successful client integration, including time entry, engagement management, billing, etc.

• Maintain client data, including new client setup, updating existing client information, and new and ongoing projects.
• Communicate with engagement teams, finance and any other internal teams as needed.
• Begin to develop working relationships with engagement teams to understand their needs, expectations, and challenges in a fast-paced environment.

Maintain current knowledge and use of firm systems and software, policies, procedures, templates, and deliverables for all LOBs.

• Learn firm potential risks and compliance requirements.
• Learn about clients in regulated industries.
• Learn firm standards to maintain data consistency and integrity.
• Begin to develop a basic understanding of the assigned technical area.

• Bachelors Degree
• Associate degree or 2+ years of experience preferred

• Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities
• Proficient customer relationship management software skills
• Intermediate Microsoft Office skills and other applicable software
• Ability to communicate effectively with a diverse audience
• Excellent people skills
• Strong grammar and proofreading skills and experience
• Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
• Ability to balance multiple tasks and projects
• Ability to learn new platforms and adapt to change
• Effective organization, prioritization and time management skills and strong attention to detail
• Strong technical aptitude, able to quickly master a variety of software and company tools
• Begins to identify, assess and mitigate risks associated with client processing

• Ability to maintain strict client confidentiality

Client processing support is high volume, deadline-driven and may require extended hours with limited flexibility around critical deadlines. Flexibility for a hybrid in-office/work-from-home schedule is possible outside of peak deadline time frames

• 0 to 3 years of experience in a related field or area

• Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change
• Works collaboratively with the client processing supervisor/manager to provide support across the enterprise particularly during peak times