Salesforce-Powered Client Onboarding & Ops Specialist

Fiduciary Trust Company; Boston (MA); On-site; USD 65,000 - 73,000; Full time

Job summary

Fiduciary Trust Company seeks an Operations Specialist within Client Information Services to support onboarding, maintenance, and lifecycle management of client accounts using Salesforce and core operations platforms.

You will ensure data integrity, mitigate operational risk, and assist regulatory compliance while collaborating with internal teams and vendors. The role emphasizes process improvements, reporting, and strong communication to enhance client service and efficiency.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 2+ years’ experience in banking, trust, wealth management, or financial services.
• Prior experience using Salesforce for client relationship management, workflow or reporting.

Responsibilities

• Utilize Salesforce to support client onboarding, account maintenance, service requests, and workflow management.
• Maintain accurate and complete client records across Salesforce, Global Plus, and other operational systems.
• Process account openings, maintenance requests, and closures in accordance with established policies and procedures.
• Review client documentation for completeness, accuracy, and regulatory compliance.
• Identify and resolve discrepancies, escalating issues to ensure timely processing.
• Monitor onboarding workflows and prepare reports and dashboard metrics to support service levels.
• Ensure adherence to internal controls, data governance standards, regulatory requirements, and risk management practices.
• Support system upgrades, user testing, process changes, audits, and regulatory examinations as needed.
• Collaborate with internal teams, vendors, and third-party service providers to support client service and operational objectives.
• Identify and recommend process improvements that increase efficiency, strengthen controls, reduce risk, and enhance the client experience.

Skills

Analytical skills

Problem-solving

Organizational skills

Microsoft Excel

Communication

Interpersonal skills

Education

Bachelor's degree in Business, Finance, or related field

Tools

Microsoft Excel

Microsoft Word

Office Suite

Job description

Fiduciary Trust Company seeks an Operations Specialist within Client Information Services to support onboarding, maintenance, and lifecycle management of client accounts using Salesforce and core operations platforms.

You will ensure data integrity, mitigate operational risk, and assist regulatory compliance while collaborating with internal teams and vendors. The role emphasizes process improvements, reporting, and strong communication to enhance client service and efficiency.