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 by performing routine and non-routine client service and transactional support functions. You will interact with other organizational units/teams to ensure timely delivery of service, or resolution of issues. You will process account related transactions per scheduled events/client authenticated direction. Following established procedures, you will answer inquiries, and resolve problems or issues. You will manage situations which may require adaptation of response or extensive research according to client response. You will escalate more complex situations to senior colleagues. You will integrate area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. You will perform complex operational tasks in a product or functional area. You will be responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. You may be responsible for allocating and checking work of team members. You may be responsible for specific supervisory review and approval actions. You will contribute 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
- Possesses these skills or the willingness to learn our processes
Nice To Haves
- Individuals who are 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.
- 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
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- Focus on your health
- foster your personal resilience
- reach your financial goals
- generous paid leaves
- paid volunteer time
- medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
