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About the role

Overview: In this role you will lead client services operations to ensure accurate, timely processing and standout client outcomes. You will oversee day-to-day execution, issue resolution, and onboarding in a cross-functional setting, focusing on risk-aware, compliant processes. You’ll drive continuous improvement and maintain strong relationships with internal and external stakeholders. This is a high-impact leadership position at a globally oriented IT services company with a culture of collaboration and learning. Compensation / Benefits medical, dental, vision, life, disability insurance 401K with company match ESPP (employee stock purchase program) HSA (Health Savings Account) Employee Assistance Program (EAP) with counseling professional development and certifications
Responsibilities: Manage client relationships and service requests with proactive issue follow-up for stakeholders and clients Monitor and resolve exceptions across cash, securities, and commercial paper workflows; escalate as needed Collaborate with Operations, Client Service, and Risk/Compliance to resolve complex issues and implement remediation Support new client onboarding, account setup, and settlement instruction validation Create and maintain procedures, metrics, and reporting; drive continuous improvement Ensure adherence to operational risk, compliance, and control frameworks; apply SOPs and identify process improvements
Key requirements: Bachelor’s degree in Business, Finance, or a related field Typically 7-12 years of relevant experience Excellent communication and interpersonal skills for cross-stakeholder collaboration Proven client service experience with internal and external clients Ability to operate under tight timelines with high accuracy and accountability Strong attention to detail and a control mindset with familiarity with audit and risk requirements Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes strong communication stakeholder management problem-solving familiarity with market utilities and messaging (SWIFT, Fedwire, DTCC/NSCC) understanding of settlement cycles and market infrastructure risk and compliance awareness

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JOB OVERVIEW

Experience level

Senior

Location

Houston, TX

Occupation

Financial Clerks, All Other

Industry

Other Activities Related to Credit Intermediation

Posted

today

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