Specialist, Client Processing

Lake Mary, FLFull-timePosted Jul 27, 2026


In this role, you’ll make an impact in the following ways:

 

  • Provide comprehensive client service by managing complex client inquiries and issues, ensuring resolutions are timely and in line with client expectations.

  • Coordinate and oversee operational processes related to client transactions and reporting, ensuring accuracy and efficiency.

  • Collaborate with internal teams to enhance service delivery and operational processes, demonstrating expertise in client operations.

  • Maintain up-to-date knowledge of industry regulations and organizational policies to ensure compliance in all client interactions and processes.

  • Utilize data and analytics to identify trends and opportunities for process improvements, contributing to strategic objectives.

  • Foster strong client relationships through proactive communication and a commitment to client success.

 

To be successful in this role, we’re seeking the following:

 

  • Bachelor’s degree in Business, Finance, or a related field preferred.

  • 0-3 years of experience

  • Strong analytical and problem-solving skills to manage and resolve client issues effectively.

  • Excellent communication and interpersonal skills to build and maintain client relationships.

  • Ability to work collaboratively across teams to drive operational efficiency and enhance client service delivery.

Want jobs like this matched to you?

SimpleCareer scores fresh postings against your résumé so you only see the matches that matter.

Get started free