Client Services Specialist - Hybrid

Genesis10•Brooklyn, OH

3d•Hybrid

About The Position

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.

Requirements

Undergraduate degree in a business or technology-related field, or equivalent extensive experience
Working knowledge of mobile space, browsers, systems issues, and client navigation
Minimum of three years of experience in bank operations, trust administration, wealth management, and/or technology operations
Must have a client-first attitude and possess a 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

Nice To Haves

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 about how organizations function and how to get things done through formal and informal channels
Knowledgeable in current and future policies, practices, and trends in the investment management business
Exhibits great attention to detail and high levels of integrity and trust
Ability to work independently and in larger team-based environments

Responsibilities

Set up and manage access for clients to various client-facing portals and systems
Verify correct system coding and facilitate corrections as needed
Research and identify system issues, working with technology partners for resolution
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
Conduct extensive research and problem resolution on complex issues

Benefits

Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years
The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years
Access to an experienced, caring recruiting team (more than 7 years of experience, on average)
Behavioral Health Platform
Medical, Dental, Vision
Health Savings Account
Voluntary Hospital Indemnity (Critical Illness & Accident)
Voluntary Term Life Insurance
401K
Sick Pay (for applicable states/municipalities)
Commuter Benefits (Dallas, NYC, SF, and Illinois)