Specialist, Client Processing
HybridLake Mary, Florida, United States
Job Summary
Facilitate end-to-end repo workflows covering trade, collateral, and liquidity management while monitoring and resolving operational exceptions in real time. Perform daily reconciliations across proprietary systems to ensure timely settlements and troubleshoot collateral optimization tasks based on client parameters. Collaborate with technology, client service, risk, and product teams to address exceptions and drive enterprise initiatives, maintaining comprehensive documentation and evidence of controls. Identify process improvement opportunities through automation, workflow enhancements, and AI integration to reduce manual touchpoints. Requires a bachelor's degree with 0-3 years of experience in financial services back-office operations.
Required Qualifications
- Bachelors degree or the equivalent combination of education and experience
Desired Qualifications
- Finance, business, economics, accounting, or business
- 0-3 years of total work experience
- Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders
- Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs
- Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment
- Back-office operations experience in financial services
- Familiarity of US triparty repo mechanics and US treasury clearing processes
- Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
- Understanding of regulatory frameworks and risk management best practices
- Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives
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