Hybrid Wealth Platform Client Services Specialist

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

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