Description
The Client Services Representative will process client trades, repairs, validations, manual inputs, cancellations, and corrections; automate and improve operating procedures; support audits and risk management; and assist during high-volume or staffing-shortage periods. The role requires 2–4 years of relevant experience, trade-processing knowledge, strong Microsoft Office and Power BI skills, analytical and communication abilities, and the ability to meet strict deadlines. Experience in financial services, macros and VBA development, and professional designations are preferred.
