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Institutional Client Processing Specialist Jobs in Florida

Lead Institutional Investment Operations Specialist
By Wells Fargo At Charlotte, NC, United States
Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
Strategically engage with all levels of professionals and managers companywide
Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
Ability to interpret technical requirement documents and system flows to translate into reporting requirements
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas

Are you looking for an exciting opportunity to join a dynamic team and help shape the future of institutional client processing? We are looking for a Client Processing Specialist to join our team and help us provide the best service to our institutional clients. You will be responsible for managing client accounts, ensuring accuracy of data, and providing exceptional customer service. If you are a detail-oriented individual with a passion for client service, this could be the perfect job for you!

What is Institutional Client Processing Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Attention to detail and accuracy
• Proficiency in Microsoft Office Suite
• Knowledge of financial services industry
• Knowledge of financial products and services

What is Institutional Client Processing Specialist Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• Previous experience in a financial services environment
• Knowledge of financial services regulations and compliance
• Ability to work in a fast-paced environment

What is Institutional Client Processing Specialist Job Knowledge?

• Knowledge of financial services industry
• Knowledge of financial products and services
• Knowledge of financial services regulations and compliance
• Knowledge of customer service principles

What is Institutional Client Processing Specialist Job Experience?

• Previous experience in a financial services environment
• Previous experience in a customer service role
• Previous experience in a client processing role

What is Institutional Client Processing Specialist Job Responsibilities?

• Process client transactions accurately and efficiently
• Ensure compliance with all applicable regulations
• Respond to client inquiries in a timely and professional manner
• Maintain client records and ensure accuracy of data
• Monitor client accounts and transactions
• Assist with the development and implementation of client processing procedures
• Assist