Client Processing - M2Manages a small to medium Client Processing team that handles any / all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.
Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks through other managers or professionals.
Oversees Client Processing to ensure transactions are handled correctly and timely. Utilizes MIS reporting to ensure correct and timely processing.
Ensures the volume of work produced meets product / service standards and exceeds quality standards and is properly reviewed and documented.
Recruits, directs, motivates and develops staff, maximizing their individual contribution, professional development and ability to function effectively with their colleagues as a team.
Provides input into departmental budgets and planning. May develop business plan for team / group operations. Manages a Client Processing team.
Contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience is preferred with at least 0-1 years in management. Experience in brokerage processing is preferred.
Applicable local / regional licenses or certifications as required by the business.
Bachelors degree or equivalent with 5-7 years of relevant experience