Customer Service Officers
Genesis10
Client Services Specialist - Hybrid
Genesis10 is currently seeking a Client Services Specialist - Hybrid position with a Regional Financial Institution located in Brooklyn, OH. This is a 6+ month contract opportunity. Compensation: $22.00 per hour, W2
Overview: This position supports the Wealth Management business with a focus on fiduciary trust systems. The role involves supporting the people, products, processes, and technologies associated with this business segment by answering general inquiries and resolving operational and system issues. This is a hybrid role requiring 3 days in the office.
Verify correct system coding and facilitate corrections as needed
Log service tickets for system issues and process daily and monthly reports
Send out weekly communications, including critical technology platform alerts
Manage and update internal SharePoint site
Provide first-line support for internal wealth management users, including general maintenance and system messaging
Communicate orally and in writing with Trust Officers, Portfolio Managers, and Associates nationally
Establish and maintain strong working relationships with Line of Business (LOB) and Operations staff
Participate in committees, system testing, upgrades, and disaster recovery tests
Undergraduate degree in a business or technology-related field, or equivalent extensive experience
Minimum of three years of experience in bank operations, trust administration, wealth management, and/or technology operations
Above-average PC skills including MS Excel, Word, and PowerPoint
Experience with wealth management platforms, trust accounting systems, reporting tools, and CRM software
Dedicated to meeting the expectations and requirements of internal and external customers
Knowledgeable in current and future policies, practices, and trends in the investment management business
Vacancy posted 15 hours ago
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