Senior Specialist, Client Processing

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.