Specialist, Client Processing

Client Processing - IC1

Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues. Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues.

Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions. Contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required.

0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business.