Specialist, Client Processing Representative II
On-sitePittsburgh, Pennsylvania, United States
Pittsburgh, Pennsylvania, United StatesOn-siteFull TimeMid LevelFinancial ServicesEnterprise
Full TimeMid LevelEnterpriseFinancial Services
Job Summary
Specialist, Client Processing Representative II leads day-to-day operations of a client processing support team, acts as primary client contact, directs processing updates to client accounts and company records, collaborates with technology and systems teams to implement risk mitigations, trains staff on technical tools and client support activities to maximize contribution and ensure compliance with company policies and industry regulations; may supervise and allocate/check work of other team members; supports achievement of team objectives.
Required Qualifications
- High school/secondary school or the equivalent
- 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
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