Mid-Level
Specialist, Client Operations II
In this role, you’ll make an impact in the following ways:
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Delivering an exceptional client experience to our client base through regular inquiry resolution, collateral processing activities, client analysis
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Support day to day operational work
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Support day to day client coverage for specific accounts
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Some MIS reporting, collaboration on projects such as procedure updates, automation projects, client profile maintenance
To be successful in this role, we’re seeking the following:
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Bachelors degree or the equivalent combination of education and experience is required.
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3-5 years of total work experience preferred.
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Experience in operations or client service in financial organization preferred
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Project / detail oriented
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Project work with AI / Digital tools
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