Supervise a small to medium-sized Client Processing support team handling all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution
Manage the daily transactional workflow within the team and align team resources to complete daily tasks efficiently
Identify areas requiring operational analysis and resolution to improve efficiency
Oversee Client Processing to ensure transactions are handled correctly and timely, utilizing MIS reporting for accuracy and timeliness
Provide product knowledge and technical assistance on complex problems and act as the team’s initial point of contact for escalated issues
Participate in the recruiting process, instruct, assign, direct, and review the work of Client Processing analysts
Prepare performance reviews and provide ongoing feedback to staff
Provide input into departmental budgets and planning, and may develop business plans for team/group operations
Contribute to the achievement of team objectives
Requirements
Bachelor’s degree or the equivalent combination of education and experience
4-5 years of total work experience preferred, with at least 0-1 years in management
Experience in brokerage processing preferred
Applicable local/regional licenses or certifications as required by the business
Supervisory experience managing a small Client Processing team