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Specialist, Client Processing 1
Posted 1 week ago
Job summary
Seeking a Specialist - Client Processing I to support client service and transaction processing in Houston, Texas, requiring a bachelor's degree and up to 3 years of experience, with preferred brokerage processing background.
Responsibilities
The specialist will perform routine and non-routine client service and transactional support functions while interacting with internal teams to ensure timely service delivery. They are responsible for processing account-related transactions and managing situations that require research or adaptive responses.
Qualifications
Candidates are required to have a bachelor's degree or an equivalent combination of education and experience. Preference is given to applicants with 0-3 years of work experience and a background in brokerage processing.
Benefits
- 401(k) plan
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- Paid time off
- Paid volunteer time
Company
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