Wealth Management Client Services & Tech Support

Talentify; Brooklyn (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Talentify in the United States (Hybrid 3 days in the office) seeks a Wealth Management Operations Specialist to support fiduciary trust systems and help resolve complex issues across people, processes, and technologies.

You will configure access to KeyLink, Wealth Portal, and Wealth Direction; coordinate with technology partners; and provide first-line support to Trust Officers, Portfolio Managers, and Associates nationwide. A strong analytical mind and clear communication are essential.

Qualifications

• Undergraduate degree in business or technology; extensive experience may substitute.
• Strong knowledge of browser/mobile tech, systems issues, and client navigation.
• Minimum three years in bank operations, trust, wealth mgmt, or tech ops.
• Client-first mindset with urgency for problem resolution.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication; proficient MS Office.

Responsibilities

• Provide first-line support for Wealth internal users and resolve inquiries.
• Set up client access for KeyLink, Wealth Portal, and Wealth Direction.
• Log issues in Service Now and coordinate with technology partners.
• Process daily IBX and OBI reports and monthly Wealth Portal reports.
• Coordinate system tests, upgrades, and disaster recovery exercises.
• Communicate with Trust Officers, Portfolio Managers, and staff nationwide.
• Maintain and update SharePoint and participate in committees.

Skills

Analytical thinking

Problem solving

Written and verbal communication

Client service mindset

Team collaboration

Education

Bachelor's degree in business or related field

Tools

KeyLink

Wealth Portal

Salesforce

Cognos

Wealth Direction

IBX Tools

Job description

Talentify in the United States (Hybrid 3 days in the office) seeks a Wealth Management Operations Specialist to support fiduciary trust systems and help resolve complex issues across people, processes, and technologies.

You will configure access to KeyLink, Wealth Portal, and Wealth Direction; coordinate with technology partners; and provide first-line support to Trust Officers, Portfolio Managers, and Associates nationwide. A strong analytical mind and clear communication are essential.