Client Services Specialist

Talentify; Brooklyn (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Talentify in the United States (Hybrid 3 days in the office) seeks a Wealth Management Operations Specialist to support fiduciary trust systems and help resolve complex issues across people, processes, and technologies.

You will configure access to KeyLink, Wealth Portal, and Wealth Direction; coordinate with technology partners; and provide first-line support to Trust Officers, Portfolio Managers, and Associates nationwide. A strong analytical mind and clear communication are essential.

Qualifications

• Undergraduate degree in business or technology; extensive experience may substitute.
• Strong knowledge of browser/mobile tech, systems issues, and client navigation.
• Minimum three years in bank operations, trust, wealth mgmt, or tech ops.
• Client-first mindset with urgency for problem resolution.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication; proficient MS Office.

Responsibilities

• Provide first-line support for Wealth internal users and resolve inquiries.
• Set up client access for KeyLink, Wealth Portal, and Wealth Direction.
• Log issues in Service Now and coordinate with technology partners.
• Process daily IBX and OBI reports and monthly Wealth Portal reports.
• Coordinate system tests, upgrades, and disaster recovery exercises.
• Communicate with Trust Officers, Portfolio Managers, and staff nationwide.
• Maintain and update SharePoint and participate in committees.

Skills

Analytical thinking

Problem solving

Written and verbal communication

Client service mindset

Team collaboration

Education

Bachelor's degree in business or related field

Tools

KeyLink

Wealth Portal

Salesforce

Cognos

Wealth Direction

IBX Tools

Job description

Hybrid 3 days in the office

GENERAL SUMMARY AND PURPOSE:

The purpose of this position is to support ***’s Wealth Management business with a focus on the bank’s fiduciary trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems.

ESSENTIAL JOB FUNCTIONS

• Set up of KeyLink and Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and trouble shoot when necessary.
• Advent/Data Aggregators/Insignis MSCI set up requests.
• Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding.
• Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
• Log Service Now tickets on system issues.
• Process daily IBX and OBI reports.
• Process monthly Wealth Portal Reports.
• Send out Weekly Communications, including critical technology platform alerts.
• Manage and update SharePoint site.
• General first line of support for Wealth internal users.
• General maintenance and system messaging.
• Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff.
• Establish and maintain strong working relationships with LOB and Operations staff.
• Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.
• Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend Testing.
• Conduct extensive research and problem resolution. Research the most complex issue’s pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction.

MARGINAL OR PERIPHERAL FUNCTIONS

• Backup other team members
• Special projects as needed

REQUIRED QUALIFICATIONS

• Undergraduate degree in a business or technology related field, extensive experience may be Substituted.
• Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation.
• Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client first attitude and possess 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.

PREFERRED QUALIFICATIONS

• Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.

COMPETENCIES/SKILLS

• Is dedicated to meeting the expectations and requirements of internal and external customers.
• Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network.
• Knowledgeable in current and future policies, practices, and trends in the investment management business.
• Integrity and trust
• Exhibits great attention to detail.
• Ability to work independently and in larger team-based environments.

EEO

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”