Financial Services Processing Specialist

Our client is an industry leader focused on building a culture of collaboration. They are seeking a Financial Services Processing Specialist with outstanding attention to detail, excellent communication skills, and strong organizational skills to join their team. In this role, you will reconcile transactions, communicate with customers, provide resolution to customer concerns, and complete day-to-day processing. Apply today!

Work model:

• On-Site
• 8:00 AM – 4:30 PM with a 30 minute lunch
• Monday – Friday

What You Will Do:

• Complete numerous tasks for complex securities or cash-related transactions/processes, requiring a comprehensive understanding of unit functions and systems
• Process and reconcile transactions
• Examine inquiries to provide resolution to customer concerns
• Analyze complex, time-sensitive documents
• Develop or edit departmental procedures
• Arrange situations involving a variety of departments
• Complete department-level reporting as needed
• Train and mentor junior-level staff as needed
• Serve as a backup for other desks
• Communicate with customers extensively, working with minimal supervision
• Complete day-to-day processing, support maintenance and set-up, and perform risk management and compliance

What You Will Need to Be Successful:

• High school diploma or equivalent
• At least 3-5 years of customer service, financial services, operations, or business processing experience
• Outstanding accuracy and attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Strong multi-tasking and organizational skills
• Ability to use sound judgement while working independently

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.