Specialist, Client Processing Representative II
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing Representative II, to join our Fund and IS Client Ops team. This role is located in Boston, MA. In this role, you’ll make an impact in the following ways: Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients. Participate in processing updates to client accounts and company records to ensure accurate and timely management. Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records. Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations. Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations. Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed. Support the achievement of team objectives.
Requirements
- High school/secondary school or equivalent combination of education and experience is required; bachelor’s degree preferred.
- 7+ years of technical and management experience preferred.
- Experience in the securities or financial services industry is a plus.
- Applicable local/regional licenses or certifications as required by the business.
- People leadership: Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.
Responsibilities
- Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
- Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
- Participate in processing updates to client accounts and company records to ensure accurate and timely management.
- Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
- Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
- Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
- Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
- Support the achievement of team objectives.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- 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
Mid Level
Education Level
High school or GED
