Applies expertise and judgement in providing quality, andcomplex client service and support to internal and external clients on a dailybasis, including phone interaction, problem resolution, transaction processing(i.
e., STP, manual), reconciliations and accounting services, and updates toclient accounts in a timely manner.
Performs complex operational tasks in a productor functional area.
Conducts independent analysis and policyinterpretation.
Performs complex, manual processing of updatesto client accounts or company records. Responsible for reconciliations,including reconciling cash breaks, position differences, and gathering andcompiling data.
Serves as the primary point of contact forclients and executes all correspondent requisites in a timely and accuratemanner with an understanding of the underlying business and specific clientneeds.
Maintains correspondent accounts in accordancewith applicable regulations and policies, ensuring regulatory compliance andminimizing exposure related to assigned processing tasks.
Identifies, investigates and resolves problemsin client accounts or company records. Works closely with technology andsystems teams to ensure the system is efficient and incorporates any necessaryrisk mitigations.
Provides product knowledge and technicalassistance, determining when the more complex problems should be referred to asupervisor or senior professional.
Review and check work of other Client ProcessingSupport staff and help resolve escalated issues.
High school / secondary school or the equivalentcombination of education and experience is required; bachelor’s degreepreferred.
5-7 years of total work experiencepreferred.
Experience in brokerage processing preferred.
Applicable local / regional licenses orcertifications as required by the business.