Specialist, Client Processing
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing to join our GSS Enablement team. This role is located in Lake Mary, FL. In this role, you’ll make an impact by facilitating end-to-end repo workflows including trade, collateral, and liquidity management. You will monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues. Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements. You will troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints. Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives. Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting. Identify process improvement opportunities such as automation and workflow enhancements, and explore AI integration to reduce manual touchpoints.
Requirements
- Bachelors degree or the equivalent combination of education and experience is required.
- Finance, business, economics, accounting, or business preferred
- 0-3 years of total work experience is preferred.
- Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
- Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
- Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
Nice To Haves
- Back-office operations experience in financial services
- Familiarity of US triparty repo mechanics and US treasury clearing processes.
- Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
- Understanding of regulatory frameworks and risk management best practices.
- Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.
Responsibilities
- Facilitate end to end repo workflows including trade, collateral, and liquidity management.
- Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
- Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
- Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
- Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
- Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
- Identify process improvement opportunities such as automation and workflow enhancements, and explore AI integration to reduce manual touchpoints.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
- 401(k) plan
- Company-sponsored 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
