Client Services Specialist # 26-26531

US Tech Solutions•Brooklyn, OH

1d•Hybrid

About The Position

The Client Services Specialist supports the client’s Wealth Management business, focusing on fiduciary trust systems and the people, products, processes, and technologies associated with that business. The role answers general inquiries and researches, coordinates, and resolves operational and system issues. It provides first-line support to internal Wealth users and communicates with Trust Officers, Portfolio Managers, Associates, Trust Operations Managers, and staff nationally. The position is a five-month assignment based in Brooklyn, Ohio, with a hybrid schedule of three days in the office and two days remote. Limited off-hours and weekend testing is required for system upgrades and disaster recovery tests.

Requirements

Undergraduate degree in a business- or technology-related field, or extensive experience in lieu of a degree.
Working knowledge of mobile technology, browsers, system issues, and client navigation.
At least three years of experience in bank operations, trust administration, wealth management, and/or technology operations.
Client-first attitude and a sense of urgency in resolving problems.
Excellent analytical and problem-solving skills.
Strong written and oral communication skills.
Above-average PC skills, including Microsoft Excel, Word, and PowerPoint.

Responsibilities

Set up client access to Wealth Portal, Payweb, Stellar, and Wealth Direction, and troubleshoot access issues as needed.
Process Advent, Data Aggregators, Insignis, and MSCI setup requests.
Verify system coding to determine whether errors result from incorrect coding and facilitate coding corrections when needed.
Research isolated and global issues and work with appropriate technology partners to resolve them.
Log ServiceNow tickets for system issues.
Process daily IBX and OBI reports and monthly Wealth Portal reports.
Send weekly communications, including critical technology platform alerts.
Manage and update the SharePoint site.
Provide general first-line support to internal Wealth users and perform general maintenance and system messaging.
Communicate with Trust Officers, Portfolio Managers, Associates, Trust Operations Managers, and staff nationally.
Establish and maintain strong working relationships with line-of-business and Operations staff.
Participate in committees and assist with testing and implementation for other systems as appropriate.
Participate in system upgrade and disaster recovery tests, including limited off-hours and weekend testing.
Conduct extensive research and resolve complex issues related to statement preparation, Wealth Portal, and Wealth Direction.
Back up other team members and assist with special projects as needed.