Service Delivery Specialist

National Advisors Brand•Leawood, KS

12d

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 is part of the Control Team, which oversees and reports on adherence to National Advisors Trust Company policies and procedures. The Specialist collaborates with teams including Asset Services, Account Services, IT, Trust Administration, and Compliance. Success requires strong attention to detail, meeting daily deadlines, multitasking, and delivering outstanding service. Advanced Excel skills are beneficial. Daily work may include account reconciliations, creating and distributing metric and specialized reports, receiving, documenting, and routing incoming and outgoing mail, and quality control of issued checks. The role also involves investigating account inquiries and escalations, completing processing and quality-control work within deadlines, assisting teammates, acting as a liaison with external parties, and maintaining confidentiality. The Specialist must comply with applicable BSA/AML/OFAC laws and regulations and promptly complete required training.

Requirements

Proficient in Microsoft Office applications.
Motivated self-starter capable of working in a team environment.
Strong attention to detail and ability to meet deadlines and multitask.
Strong oral and written communication skills.
Ability to remain stationary for prolonged periods, occasionally move around the office, and occasionally lift objects weighing up to 20 pounds to a height of 3–4 feet.

Nice To Haves

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

Responsibilities

Resolve, investigate, and analyze simple to complex account inquiries and escalations.
Complete processing and quality-control responsibilities within deadlines.
Perform quality control with strong attention to 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 tools effectively to resolve inquiries.
Maintain appropriate confidentiality internally and externally.
Comply with applicable BSA/AML/OFAC laws and regulations, including completing required training promptly.
Perform other duties as assigned.
Reconcile accounts; create and distribute metric and specialized reports; receive, document, and route mail; and perform quality control of issued checks.