Client Processing - IC2Performs routine and non-routine client service and transactional support functionsProvides analytics and reporting services, working to improve and automate transaction processing systemsAdvises organizational units / teams to ensure timely delivery of service, or resolution of issueProvides direction to lower-level service roles in the successful delivery of support or serviceProcesses account related transactions per scheduled events / client authenticated directionAnswers inquiries and resolves problems or issuesAssesses needs and suggests / promotes alternative approaches to service modelsParticipates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactionsSolves problems based on an understanding and knowledge of the intricacies of the systemIntegrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clientsManages situations which may require adaptation of response or extensive research according to internal or external client responseMay be responsible for allocating and checking work of support team membersMay be responsible for specific supervisory review, training and approval actionsContributes to the achievement of team objectivesTo be successful in this role, were seeking the following :
- Bachelor's degree or the equivalent combination of education and experience is required
- 3-5 years of total work experience is preferred
- Experience in brokerage processing is preferred
- Contributes to the achievement of team objectives
- Bachelor's degree in finance or the equivalent combination of education and experience is required
- 0-3 years of total relevant work experience preferred
Skills Required
Bloomberg, Client Servicing, System Testing, Finance