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Client Processing Specialist-Brooklyn, NY

Req #: 180013031
Location: Brooklyn, NY, US
Job Category: Operations
Job Description:

Variety of Operations functions centered on the processing of data and documentation including loan servicing, securities settlement, confirmations, deposit exceptions/returns, vault processing, research, corporate actions, bank-by-mail, documentation review, document handling, document preparation, document processing, transaction processing, remittance processing and transfer agency activities.  These roles may involve the physical and electronic handling of information.

 

As a Client Processing Specialist you will:

▪ Completes complex transaction setups, transaction clearances, deal closings and terminations                                                               
▪ Handles open items, fees, billing, payables, receivables or findings                                                                                     
▪ Completes client operational balancing and reconciliation's                                            
▪ Resolves non-routine client outages or exceptions on critical reports                          
▪ Completes complex customer research requests or other customer issues                                                                                        
▪ Has direct client contact                                                                      
▪ Serves as a subject matter expert

 

Skills required are advanced:

▪ Organizational skills       
▪ Attention to detail           
▪ Problem solving                   
▪ MS Office skills                        
▪ Oral & written communication
▪ Client Relationship                    
▪ Time management    
▪ Analytical skills                                                                                                                                                                                                                                                    And basic:              
▪ Project management tools and software

 

Knowledge required is advanced:

▪ LOB knowledge        
▪ Business processes and procedures                       
▪ Product knowledge     
▪ Industry knowledge

 

 

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