Wealth Systems & Client Support Specialist (Hybrid)

Us Tech Solutions; Brooklyn (OH); Hybrid; USD 25,000 - 36,000; Full time

Job summary

US Tech Solutions is seeking a hybrid Wealth Operations Support professional in Brooklyn, OH. The role provides first-line support for Wealth internal users and coordinates access for Wealth Portal, Payweb, Stellar, and Wealth Direction while liaising with Trust Officers and Portfolio Managers nationwide.

Qualified candidates possess a business/tech undergraduate degree (or equivalent experience), strong problem-solving and communication skills, and at least three years in bank operations,

Qualifications

• Undergraduate degree in a business or technology related field, extensive experience may be substituted.
• Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation.
• Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.
• Must have a client first attitude and possess 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

• Set up Wealth Portal access for clients.
• Set up Payweb and Stellar access for clients.
• Set up Wealth Direction access for clients and troubleshoot when necessary.
• Advent/Data Aggregators/Insignis MSCI set up requests.
• Verify correct coding to determine if certain errors are a result of incorrect coding.
• Research issues to identify problems and work with technology partners to resolve.
• Log Service Now tickets on system issues.
• Process daily IBX and OBI reports.
• Process monthly Wealth Portal Reports.
• Send out Weekly Communications, including platform alerts.
• Manage and update SharePoint site.
• General first line of support for Wealth internal users.
• General maintenance and system messaging.
• Communicate with Trust Officers, Portfolio Managers and staff nationwide.
• Establish and maintain relationships with LOB and Operations staff.
• Participate in committees and assist in testing and implementation for other systems.
• Participate in upgrade and disaster recovery tests requiring limited off-hours.
• Research the most complex issues pertaining to each Operational Area in Trust.

Skills

Analytical thinking

Problem solving

Communication skills

Customer service mindset

MS Excel

Education

Undergraduate degree in business or technology

Tools

MS Excel

Job description

US Tech Solutions is seeking a hybrid Wealth Operations Support professional in Brooklyn, OH. The role provides first-line support for Wealth internal users and coordinates access for Wealth Portal, Payweb, Stellar, and Wealth Direction while liaising with Trust Officers and Portfolio Managers nationwide.

Qualified candidates possess a business/tech undergraduate degree (or equivalent experience), strong problem-solving and communication skills, and at least three years in bank operations,