Senior Client Processing Representative

Job Summary

A company is looking for a Senior Representative, Client Processing.

Key Responsibilities

• Reviews and processes moderately complex transactions, ensuring proper documentation and authorization
• Performs quality checks on transactions processed by team members and implements prevention plans for errors
• Collaborates on projects to improve business processes and develops knowledge of client requirements and firm policies

Required Qualifications

• High school diploma or equivalent combination of education and relevant experience
• 1+ years of relevant work experience
• Preferred: Minimum of 6 months of IICP Processing experience
• Experience in Back Office processing and familiarity with Salesforce, TA Hub, and DST
• Knowledge of the financial industry