Wealth Management Client Services Specialist

ApTask; Cleveland (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

KeyBank Wealth Management is seeking a Systems Support Professional to assist fiduciary trust systems, answer inquiries, and coordinate issue resolution. You will set up access for KeyLink, Wealth Portal, Payweb, Stellar, and Wealth Direction, and log issues in Service Now.

Responsibilities include daily and monthly reporting, maintaining SharePoint, and communicating with Trust Officers and staff nationwide. Strong analytics, communication, and PC skills are essential.

Qualifications

• Undergraduate degree in a business or technology related field; extensive experience may be substituted.
• Minimum of three years experience in bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client first attitude and 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.

Responsibilities

• Answer general inquiries, research, coordinate and resolve operational and system issues/problems.
• Set up KeyLink and Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and troubleshoot when necessary.
• Verify correct coding in KeyLink and facilitate corrections if needed.
• Log Service Now tickets and process daily/ monthly reports.
• Communicate with Trust Officers, Portfolio Managers and Associates nationally.
• Establish and maintain relationships with LOB and Operations staff.
• Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.
• Backup other team members and assist in special projects.

Skills

Client-focused attitude

Analytical problem solving

Excellent communication

MS Excel

MS Word

MS PowerPoint

SharePoint

ServiceNow

Education

Undergraduate degree in business or technology related field

Tools

KeyLink

Wealth Portal

Wealth Direction

IBX Tools

Salesforce

Cognos

SharePoint

Job description

KeyBank Wealth Management is seeking a Systems Support Professional to assist fiduciary trust systems, answer inquiries, and coordinate issue resolution. You will set up access for KeyLink, Wealth Portal, Payweb, Stellar, and Wealth Direction, and log issues in Service Now.

Responsibilities include daily and monthly reporting, maintaining SharePoint, and communicating with Trust Officers and staff nationwide. Strong analytics, communication, and PC skills are essential.