Customer Service Officers

Wealth Management Support Specialist
The purpose of this position is to support 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. Advent/Data Aggregators/Insignis MSCI set up requests.
Verify correct coding to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding.
Log Service Now tickets on system issues.
Send out Weekly Communications, including critical technology platform alerts.
Manage and update SharePoint site.
General first line of support for Wealth internal users.
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 software and other systems as appropriate.
Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend testing.
Special projects as needed
Undergraduate degree in a business or technology related field, extensive experience may be substituted.
Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.
Above average PC skills including MS Excel, Word, and PowerPoint.
Experience with Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.

Is dedicated to meeting the expectations and requirements of internal and external customers.
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.
Location: Hybrid 3 days in the office & 2 days remote
About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit . All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.