Senior Client Services Specialist

Dexian; Berwyn (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Dexian Senior Client Operations Specialist in Berwyn, PA serves as the primary contact for clients, coordinating requests and ensuring accurate account servicing on our investment platform.

You will collaborate with Operations, Product, Technology, Client Service, and Relationship Management to maintain strong client relationships and deliver excellent service, resolving complex issues and guiding onboarding and platform enhancements.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in client operations or related financial services roles.
• Experience supporting investment platforms or asset management is a plus.
• Strong analytical and problem-solving abilities.

Responsibilities

• Serve as the primary contact for client questions about operations and the platform.
• Support account servicing, workflow management, and related platform activities.
• Resolve complex client and operational issues with internal teams.
• Coordinate with cross-functional teams to support client objectives.
• Track requests through completion with accuracy and SLAs.
• Investigate operational exceptions and escalations with sound judgment.
• Provide SME on products, services, and workflows.
• Analyze servicing trends to identify process improvements.
• Support onboarding, platform enhancements, and process changes.
• Maintain procedures and best practices for a controlled environment.
• Build strong client relationships through proactive communication.
• Share knowledge with less experienced teammates and foster collaboration.

Skills

Client operations

Client service

Relationship management

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

The Senior Client Operations Specialist serves as a primary point of contact for clients of a financial services firm that provides investment operations and technology-enabled services. This role supports the delivery of operational and servicing solutions by coordinating client requests, resolving complex operational and platform-related issues, and ensuring the accurate execution of account servicing activities.

Working closely with Operations, Product, Technology, Client Service, and Relationship Management teams, the Senior Client Operations Specialist helps maintain strong client relationships and supports effective service delivery across the investment platform.

What You’ll Do

• Serve as the primary contact for client questions about operations, servicing, and the platform.
• Support account servicing, model implementation, workflow management, operational processing, and related investment platform activities.
• Resolve complex client, operational, and technical issues with internal teams.
• Coordinate with Operations, Product, Technology, Client Service, and Relationship Management teams to support client objectives and servicing needs.
• Track client requests through completion, meeting accuracy, timeliness, and service-level expectations.
• Investigate and resolve operational exceptions, escalations, and non-routine client issues while exercising sound judgment and problem-solving skills.
• Provide subject matter expertise on the organization’s products, services, operational processes, and investment operations workflows.
• Analyze servicing trends and recurring issues to identify opportunities for process improvements and operational efficiencies.
• Support client onboarding, platform enhancements, operational initiatives, and process changes impacting service delivery.
• Maintain procedures, documentation, and best practices to support a consistent and controlled operating environment.
• Build and maintain strong client relationships through proactive communication, responsiveness, and ongoing support.
• Share knowledge and provide guidance to less experienced team members while contributing to a collaborative team environment.

What You’ll Bring

• Bachelor's degree or equivalent combination of education and experience.
• Experience in client operations, client service, account management, investment operations, or a related financial services role.
• Experience supporting investment platforms, asset management, wealth management, or investment operations.
• Knowledge of investment programs, operational workflows, account servicing processes, and relationship management practices.
• Demonstrated ability to manage and resolve complex client, operational, and platform-related issues.
• Familiarity with technology-enabled platforms, workflow tools, and client servicing systems.
• Strong analytical, organizational, and problem-solving skills with close attention to detail.
• Ability to manage multiple priorities and deliver results in a fast-paced, client-focused environment.
• Strong communication skills and the ability to collaborate across business and technology teams.
• Demonstrated commitment to client service, operational excellence, risk management, and continuous improvement.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.