Specialist, Client Processing 1
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing 1 to join our Conventional Trust Client Platform team. This role is located in Houston, Texas. In this role, you’ll make an impact in the following ways: 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. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. 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.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience
- 0-3 years of total work experience preferred
- Excellent communication and writing abilities
- Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
- Attention to detail
- Problem solving, critical thinking, time management and communication
- Ability to self-manage, prioritize, and execute workload
- Prior experience with Microsoft Office applications, especially Excel
Nice To Haves
- Willingness to learn our processes
- Looking to grow as our department is growing and changing every year
Responsibilities
- 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.
- Answers inquiries, and resolves problems or issues following established procedures.
- 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.
- Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
