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We are seeking a detail‑oriented and reliable Client Processor to support a fast‑paced Financial Services environment. This role is primarily responsible for the accurate handling of trade‑related documents, including scanning, indexing, and dispatching materials, while supporting additional operational tasks as needed. The ideal candidate thrives under pressure, works with speed and accuracy, and is flexible in taking on a variety of responsibilities.
Job Responsibility:
Process trade‑related documentation, including scanning, indexing, and dispatching documents
Ensure accuracy, timeliness, and proper handling of all client and trade documents
Maintain organized electronic and physical records
Support additional administrative and operational tasks as assigned
Collaborate with team members to meet daily workload demands and deadlines
Adhere to internal procedures, quality standards, and compliance requirements
Requirements:
Fluent spoken and written English communication skills
Strong PC proficiency, including Microsoft Word, Excel, and other standard office applications
Ability to work efficiently under pressure while maintaining accuracy
Flexibility with assigned tasks, work timing, and scope of responsibility
High school diploma required
some college coursework preferred
Nice to have:
Experience with written client communication
Prior experience working in a collaborative team environment
Experience in a high‑demand or fast‑paced operational setting
What we offer:
Medical, dental, vision, life, disability, and other insurance plans
ESPP (employee stock purchase program)
401K program with company match after 12 months
HSA (Health Savings Account)
SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
Corporate discount savings program
On‑demand training program
Access to certification prep and library of technical/leadership courses/books/seminars after 6+ months