Service Delivery Specialist

National Advisors Trust•Leawood, KS

13d

About The Position

The Service Delivery Specialist provides daily support to internal business partners and/or external clients, performing duties based on team assignments. The role requires attention to detail and a strong commitment to service. Within the Control Team, the Specialist helps oversee and report on adherence to National Advisors Trust Company policies and procedures, collaborating with teams such as Asset Services, Account Services, IT, Trust Administration, and Compliance. The position requires managing detailed work and daily deadlines; advanced Excel skills and multitasking ability are beneficial. Duties may include account reconciliation, creating and distributing metric and specialized reports, receiving, documenting, and routing mail, and quality-controlling issued checks.

Requirements

Strong attention to detail and ability to meet deadlines.
Ability to multitask and adjust to changing business needs.
Proficiency in Microsoft Office applications.
Ability to work in a team environment as a motivated self-starter.
Strong oral and written communication skills.
Ability to remain stationary for prolonged periods, move about the office occasionally, operate office productivity equipment, and occasionally lift objects weighing up to 20 pounds to a height of 3–4 feet.

Nice To Haves

Bank or trust operations experience.
A financial services background.
Industry knowledge of stocks, bonds, mutual funds, and unique assets.
A bachelor's degree in Finance, Business, Accounting, or a related field, or equivalent work experience.
Advanced Excel skills.

Responsibilities

Resolve, investigate, and analyze account inquiries and escalations ranging from simple to complex.
Complete processing and quality control responsibilities within deadlines.
Perform quality control with emphasis on detail.
Maintain high-quality metrics for assigned responsibilities.
Assist teammates with inquiries across client and role assignments.
Adjust daily work flexibly to address business needs.
Act as a liaison between National Advisors Trust and external parties.
Provide outstanding service to internal and external clients.
Use technology and self-service effectively to resolve internal and external inquiries.
Maintain appropriate confidentiality within and outside the organization.
Perform other duties as assigned.
Comply with applicable BSA/AML/OFAC laws and regulations, including completing required training promptly.