Senior Client Processing & QA Specialist

Jobtailor; Colorado; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Colorado is seeking an experienced client services professional to provide advanced support to clients, process transactions, and review moderately complex requests. You will investigate documentation and authorization, and research account history as needed.

This role emphasizes quality assurance, error prevention, and continuous process improvement. You will perform analyses, generate reports, and collaborate with senior staff on business process improvements while maintaining

Qualifications

• High school diploma or equivalent required.
• 1+ year of total relevant work experience.
• 1 year RAM experience preferred; FINRA licenses are not required.

Responsibilities

• Provide advanced support to clients and process client transactions.
• Review and process moderately complex transactions.
• Review requests for proper documentation and authorization.
• Research account history as needed.
• Perform quality checks of transactions processed by other team members.
• Identify and act on errors.
• Research and implement prevention plans to minimize recurring errors.
• Maintain departmental quality and productivity standards.
• Work with senior associates on business process improvement projects.
• Identify and recommend improvements to straightforward transaction processing and client support.
• Develop knowledge of clients and client requirements.
• Develop mastery of firm policies and practices.
• Identify issues and areas for improvement.
• Communicate verbally or in writing with clients.
• Complete advanced analyses and reporting.

Skills

Client Transaction Processing

Quality Assurance

Process Improvement

Advanced Analysis

Documentation Review

Education

High school or equivalent

Tools

RAM

Job description

Jobtailor in Colorado is seeking an experienced client services professional to provide advanced support to clients, process transactions, and review moderately complex requests. You will investigate documentation and authorization, and research account history as needed.

This role emphasizes quality assurance, error prevention, and continuous process improvement. You will perform analyses, generate reports, and collaborate with senior staff on business process improvements while maintaining