Senior Client Processing Representative

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

May 20, 2025 - 14:30
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Senior Client Processing Representative
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