Sr Client Relationship Specialist

Globenet Consulting Corp

16h•Hybrid

About The Position

You’ll bring structure to complex requests, lead moderately complex client initiatives (including new product implementations), and continuously improve service delivery and client satisfaction.

Requirements

Experience in financial services strongly preferred; exposure to transfer agency, investor services, or wirehouse environments is a plus.
Strong client relationship management, stakeholder communication, and service ownership.
Excellent written and verbal communication; ability to translate complex issues into clear updates.
Strong problem-solving and numerical reasoning; comfortable analyzing data and taking action.
Organized, proactive, and able to manage multiple priorities in a fast-paced team setting.
Quick learner who can adapt to new systems, processes, and programs.
3+ years of client-facing experience required (preferably financial services).
Bachelor’s degree or equivalent relevant experience.
Proficiency with tools such as Microsoft Excel, word processing tools, and issue/work tracking platforms.
Familiarity with systems like JIRA, Chorus/AWD, TA2000, 3270 is a plus (or willingness to learn quickly).

Responsibilities

Build and maintain exceptional client relationships, serving as a trusted day-to-day partner.
Provide and oversee support activities for assigned clients, ensuring operational needs (tactical and strategic) are handled with high satisfaction.
Monitor service quality and operational performance against delivery standards and agreed timelines.
Develop a strong understanding of the client’s business, product setup, and operational workflows to anticipate needs and drive proactive support.
Serve as the primary point of contact for incident management—coordinating resolution, escalating technical issues appropriately, and communicating clearly.
Manage/oversee client events and initiatives such as new product implementations, enhancements, or process changes.
Partner with internal sales/support teams to demonstrate the value of the support model and identify opportunities to expand services.
Lead small projects or complex tasks requiring strong judgment, resourcefulness, and self-initiative.
Evaluate wide-ranging issues, analyze data, and propose practical solutions and procedural improvements.
Recommend and help implement process updates that improve client experience, efficiency, and outcomes.