Client Services Specialist (1118)

BC Forward; Brooklyn (OH); Hybrid; USD 26,000 - 34,000; Part time

Benefits offered by this job

Competitive compensation

Career growth

Inclusive culture

Tech exposure

Job summary

BCforward is seeking a Client Services Specialist to join our wealth management support team. The role involves configuring client access to KeyLink, Wealth Portal, Payweb, and related tools, troubleshooting access issues, and coordinating with Trust Officers and Portfolio Managers to resolve client inquiries.

This contract position focuses on incident resolution, daily reporting, and system maintenance, with occasional after-hours testing as needed to ensure uptime and accuracy across wealth

Qualifications

• Undergraduate degree in business or technology or equivalent experience.
• Experience with wealth management, trust administration, or related bank/technology operations.
• Strong communication and problem-solving skills with a client-first mindset.

Responsibilities

• Set up KeyLink and Wealth Portal access for clients and troubleshoot access issues.
• Process and coordinate setup requests for Advent, Data Aggregators, and Insignis MSCI.
• Log and manage ServiceNow tickets and coordinate with technology partners to resolve issues.
• Communicate with Trust Officers, Portfolio Managers, Associates, and Operations staff nationwide to resolve issues.
• Participate in testing, upgrades, and disaster recovery exercises for KeyLink and related systems.
• Provide backup coverage and support special projects as assigned.

Skills

Client-focused

Analytical thinking

Communication skills

Problem solving

Team collaboration

Education

Bachelor’s degree in business or technology

Tools

KeyLink (Global Office)

Wealth Portal

Wealth Direction

IBX Tools

Salesforce

Cognos

Global Plus

MS Excel

Job description

Job Title: Client Services Specialist (1118)Location: (City, State) | Hybrid, 3 days onsiteDuration: Contract - 6 monthsPay Range: $22/hr $22/hr (W2)Job ID: 408518

About BCforwardBCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Client Services Specialist to join our dynamic team. The ideal candidate will have strong experience in wealth management and fiduciary trust systems support and a proven ability to troubleshoot, resolve operational issues, and deliver timely client and user support.

• Set up KeyLink and Wealth Portal access for clients.
• Set up Payweb, Stellar, and Wealth Direction access for clients and troubleshoot access issues.
• Process Advent, Data Aggregators, and Insignis MSCI setup requests.
• Verify and correct KeyLink coding to remediate error conditions; coordinate system coding corrections as needed.
• Research issues to determine isolated versus global problems and work with technology partners to resolve.
• Log and manage ServiceNow tickets for system issues.
• Process daily IBX and OBI reports and monthly Wealth Portal reports.
• Distribute weekly communications, including critical technology platform alerts.
• Manage and update SharePoint site content and structure.
• Serve as first-line support for internal Wealth users, including general maintenance and system messaging.
• Communicate with Trust Officers, Portfolio Managers, Associates, and Operations staff nationally to resolve issues and maintain relationships.
• Participate in committees, testing, upgrades, and disaster recovery exercises for KeyLink and related systems, including limited off-hours or weekend testing.
• Conduct extensive research and resolution for complex issues across Statement Preparation, KeyLink, Wealth Portal, and Wealth Direction.
• Provide backup coverage for team members and support special projects as assigned.

Required Skills & Qualifications

• Undergraduate degree in business or technology. Equivalent experience may be substituted.
• Working knowledge of mobile platforms, browsers, system issues, and client navigation.
• Minimum 3 years in bank operations, trust administration, wealth management, or technology operations.
• Client-first mindset with urgency for problem resolution.
• Strong analytical and problem-solving skills; strong written and verbal communication skills.
• Proficiency with MS Excel, Word, and PowerPoint.

Preferred Skills

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

Why BCforward?

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.