Specialist, Client Processing
BNY
Specialist, Client Processing We're seeking a future team member for the role of Specialist, Client Processing to join our Transaction Processing team for our structured debt platform. This role is located in Lake Mary, Florida in this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service, or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations which may require adaptation of response or extensive research according to client response To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 0-3 years of total work experience is preferred Experience in brokerage processing is preferred #J-18808-Ljbffr BNY
- Senior Specialist, Client Processing Location: Lake Mary, FL Responsibilities Ensure all service level agreements are met on a daily basis for each assigned task within Pershing EOP. Review account opening requests and account update requests via NetX to ensure all AML...SuggestedWork experience placementLocal area
- Specialist, Client Processing II - Global Clearing Ops Lake Mary, FL We’re seeking a future team member for the role of Specialist, Client Processing II - Global Clearing Ops to join our Global Clearing Operations team. This role is located in Lake Mary, FL. Responsibilities...SuggestedWork experience placement
$13 - $15 per hour
...Nonprofit Donation Processor / Pledge Drive Specialist Brevard, United States | Posted on 10/04... ...what it means to work and support clients j the digital age. Job Description *In... ...the call professionally and accurately process the donor’s pledge or contribution. What...SuggestedRemote jobHourly payContract workFor contractorsWork experience placementWork from homeFlexible hoursNight shift- ...future team member for the role of Senior Specialist to join our Hedge Fund Accounting Team.... ...services on behalf of assigned clients and moderately complex funds including determining... ..., targeting efficiencies, enhancing processes, and specialist review functions. Provide...SuggestedWork experience placementWork at officeFlexible hours
- ...strengthen communities . Job Summary The Rehabilitation Specialist III is responsible for providing clerical and fiscal... ...expenses within the month that they incurred. Manage the Client Service Authorization Process including preparing, initiating, reconciling and paying...SuggestedFor contractorsWork at officeFlexible hoursNight shift
- Fidelity Investments Inc. is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex transactions, and provide education to help them make informed decisions....
- ...and procedures. Establish data maintenance and summarization processes to improve team efficiency and best support the accounting team... ...junior team members. Assist with maintaining relationships with client staff, regularly exchanging information regarding cash,...Work experience placement
- BNY in Lake Mary, Florida is seeking a Specialist, Client Processing to join our Transaction Processing team on our structured debt platform. The role focuses on client service, handling routine and non-routine processing and coordinating across units to ensure timely delivery...
- ...Jupiter Medical Center in Florida is seeking a sterile processing professional to support operating room and patient care units. You will analyze instrument needs, decontaminate and maintain equipment, and ensure sterility across the department. You will also manage inventories...
- BNY Mellon is hiring a Senior Specialist in Client Processing for their Lake Mary location. The role involves ensuring service level agreements are met and reviewing account requests for compliance. The ideal candidate will have a Bachelor’s degree, 5-7 years of experience...
- We're seeking a future team member for the role of Specialist, Market/Client Risk Management II to join our Depositary Receipts team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Focus is on routine and/or less complex...Work experience placement
- USPS is hiring PSE Mail Processing Clerks nationwide. The role emphasizes accurate mail processing and customer support, with comprehensive training provided regardless of prior experience. Starting pay ranges by hour and includes full benefits, with opportunities across...
- ...banking professional to deliver exceptional in-person and phone client service while developing new and existing relationships. The... ...credit and retirement products, while maintaining compliance and collaborating with internal specialists as required. #J-18808-Ljbffr Truist
- We’re seeking a future team member for the role of Specialist, Market/Client Risk Management II to join our Depositary Receipts team. This role is located in Lake Mary, FL. Job Description We’re seeking a future team member for the role of Specialist, Market/Client Risk...Work experience placementWorldwideFlexible hours
- ...Mail Processor position with no experience required. Paid training is provided and job security is emphasized. The role involves processing mail and supporting daily operations across nationwide locations. This entry-level opportunity offers a starting hourly pay range...Hourly pay
- INNERGY seeks a client-facing engineer to configure, validate, and maintain libraries that drive the design-to-manufacturing workflow. You’ll work with Microvellum Toolbox and INNERGY Engineering to ensure libraries are accurate, complete, and production-ready. You’ll...Remote job
- Hargrove, Inc. is seeking a Technical Specialist for on-site support in Davie, FL. The role focuses on the technical setup and operation... ...level production events in a hospitality environment to ensure client satisfaction. Responsibilities include equipment operation, troubleshooting...
$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial...Temporary workWork experience placementWorldwideFlexible hours$17 - $18.15 per hour
...are searching for the next Patient Access Specialist champion. This role is responsible for... ...Representative will work within the policies and processes as they are being performed across the... ...friction and improve patient and client experiences. Minimum Education: High...Work at office- ...About the job Client Experience Coordinator We are hiring a Client Experience Coordinator to oversee client communications, coordinate... ...every interaction throughout the travel planning and booking process reflects a smooth, professional, and high-quality experience....Remote work
- ...About the job Remote Client Support Representative – Travel We are seeking a Remote Client Support Representative — Travel to assist... ...clear information on destinations, travel requirements, and agency processes Monitor upcoming trips and proactively communicate with clients...Remote workFlexible hours
$63k - $66k
Associate, Client Service Job Location: US-FL-Palm Beach Gardens Who We Are: Wealthspire is a leading wealth management, retirement... ...complex matters as needed. Essential Duties and Responsibilities Process account onboarding, including preparation of Advisory...Work at office- Description Job Overview: The AP Coordinator performs the day-to-day processing and resolution of accounts payable transactions, including... ...service and relationship skills with internal and external clients; persuasive, patient, and a strong listener. Strong verbal, written...Full timeMonday to Friday
- ...limits of standard operating procedures. Responsibilities Review, process, and reply to all assigned Treasury requests from the customer... ...team with opening and funding bank accounts for management clients. Analyze and prepare various banking documents containing clients...Full timeLocal area
- ...LPL Financial to shape your success while helping clients pursue their financial goals.The Associate Lending Specialist is a critical role within the Banking & Lending... ...have any questions regarding the application process, please contact LPL’s Human Resources Solutions...
- ...laboratories - Effective Communication and Coordination skills - Strong client facing abilities - Flexible to travel to different customer... ..., designing and reengineering system applications and business processes - Excellent written and oral communication skills with result...RelocationFlexible hours
- ...Diploma or GED Essential Education specialization: Sterile Processing and Distribution Technician Experience Essential: Two Years... ...Healthcare Central Service Mate Certified Surgical Instrument Specialist Visit us online at or contact Talent Acquisition Bonus Exclusions...Shift work
- Job Purpose: The Inbound Client Success Coordinator will serve as a vital point of contact for clients during business hours, addressing... ...client needs and enhance the overall client experience. Process Improvement Identify opportunities to improve client communication...Work experience placement
$25.22 - $33.65 per hour
Client Import Analyst JOB SUMMARY This position reports to the Manager, and acts as the primary support and day-to-day client contact... ...completion; accountable for a range of client and customs process management and compliance activities including release support,...Work experience placementRemote workMonday to FridayFlexible hoursDay shift- ...Take requested conversations - no cold lists Explain benefit options simply Help clients enroll when it is a fit Keep a clean follow-up rhythm You get Remote work A written process so you are not inventing the job Coaching from people who have done the work A path...Remote workWork from home
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