Job Information Client Services Specialist

Location: Brooklyn, OH 44144  |  Duration: 6-month contract  |  Pay: $20–$22/hr

About the Role

This position supports the Wealth Management division of a financial organization, focusing on fiduciary trust systems. The role involves assisting with client access setup, troubleshooting operational and system issues, and providing first-line support to internal users. It also includes research, coordination, and resolution of complex system problems, ensuring smooth operations across various platforms and tools. Hybrid work schedule with in-office presence expected three days a week.

Responsibilities

• Set up and manage client access to systems such as Wealth Portal, Payweb, Stellar, and Wealth Direction, including troubleshooting as needed.
• Coordinate platform setup requests for Advent, Data Aggregators, Insignis, MSCI, and verify coding accuracy to correct errors.
• Research and resolve operational and system issues, escalating tickets and logging them appropriately.
• Process daily reports using IBX and OBI platforms and handle monthly reporting tasks for Wealth Portal.
• Distribute weekly communications, including platform alerts and critical updates.
• Maintain and update SharePoint sites and other relevant documentation.
• Serve as first support contact for internal users, ensuring effective communication with Trust Officers, Portfolio Managers, and staff nationwide.
• Collaborate in testing, implementing system upgrades, and participating in disaster recovery exercises, occasionally during off-hours or weekends.
• Conduct extensive research to resolve complex operational issues across trust-related areas, including Statement Preparation, Wealth Portal, and Wealth Direction.
• Support team members with backup assistance and contribute to special projects as needed.

Requirements

• Undergraduate degree in business, technology, or a related field; extensive relevant experience may substitute education.
• Demonstrated working knowledge of mobile interfaces, web browsers, system troubleshooting, and client navigation.
• Minimum of three years’ experience in bank operations, trust administration, wealth management, or technology operations.
• Client-first attitude with a strong sense of urgency in resolving issues.
• Excellent analytical and problem-solving capabilities.
• Strong written and verbal communication skills.
• Proficiency in PC applications, including MS Excel, Word, and PowerPoint.

Preferred Qualifications

• Experience with systems such as Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos, and Wealth Direction.
• Familiarity with platform setup, integration, and common operational tools used in wealth management environments.

Pay

$20–$22 per hour

Schedule

Hybrid (in-office three days per week)