Client Services Specialist

Job Description

Job Description

Our client, a Banking company, is looking for a Client Services Specialist for their Brooklyn, OH/Hybrid location.

• The purpose of this position is to support Client’s Wealth Management business with a focus on the bank’s fiduciary trust systems.
• The position will support the people, products, processes and technologies associated to this part of the business.
• Answer general inquiries. research, coordinate and resolve operational and system issues/problems.
• Set up of KeyLink and Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and trouble shoot when necessary.
• Advent/Data Aggregators/Insignis MSCI set up requests.
• Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding.
• If so, facilitate correction of system coding.
• Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve. ·
• Log Service Now tickets on system issues.
• Process daily IBX and OBI reports.
• Process monthly Wealth Portal Reports.
• Send out Weekly Communications, including critical technology platform alerts.
• Manage and update SharePoint site.
• General first line of support for Wealth internal users.
• General maintenance and system messaging.
• Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff.
• Establish and maintain strong working relationships with LOB and Operations staff.
• Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.
• Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend
• Testing.
• Conduct extensive research and problem resolution.
• Research the most complex issue’s pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction.
• Marginal Or Peripheral Functions
• Backup other team members ·
• Special projects as needed

• Undergraduate degree in a business or technology related field, extensive experience may be Substituted.
• Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation.
• Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client first attitude and possess sense of urgency for problem resolution.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication skills.
• Above average PC skills including MS Excel, Word, and PowerPoint.
• Preferred Qualifications
• Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.
• Competencies/Skills
• Is dedicated to meeting the expectations and requirements of internal and external customers.
• Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network.
• Knowledgeable in current and future policies, practices, and trends in the investment management business.
• Integrity and trust
• Exhibits great attention to detail.
• Ability to work independently and in larger team-based environments.

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities