Senior Specialist, Client Enablement

About the role

This role is located in Pittsburgh, PA. In this role, you’ll make an impact by:

• Making sure clients are set up correctly.
• Checking and fixing any problems with the data.
• Talking to clients and their record keepers to help them.
• Helping to develop new ways to make the onboarding process smoother.
• Solving tricky problems that come up during the onboarding process.

  Responsibilities

  • Advising clients or providing project management support for onboarding/transition/conversion/offboarding and testing.
  • Following established checklists for the process; directing contacts with clients and their record keepers to build the appropriate client setup/structure/funding.
  • Processes and reconciles test data, including reviewing test results with clients or record keepers.
  • Identifying and reporting data issues.
  • Advise and guide clients on appropriate solutions and shepherd through to resolution.
  • Researches, develops, and establishes methodologies, protocols, and processes to facilitate or improve project management and/or the client onboarding/transition/conversion experience.
  • Participates with the team in activities that align with their functional objectives.
  • Adheres to team standard operating procedures.
  • Tracks and reports on results and outcomes for client implementations and projects.
  • Understands team metrics and dashboards.
  • Liaises with peer leaders on product, technology, or client service teams to ensure appropriate integration of activities and required hand-offs.
  • Solves complex client onboarding/transition/conversion issues.

  Requirements

  • Bachelor's degree or the equivalent combination of education and experience is required.
  • At least 1+ year(s) of project management experience preferred.

  Qualifications

  • Experience working with financial systems and processes.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in project management tools and methodologies.
  • Knowledge of financial regulations and compliance standards.

  Skills

  • Project Management
  • Client Relationship Management
  • Data Analysis
  • Financial Services Knowledge
  • Problem Solving

  Benefits

  Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

  Pay

  The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

  Schedule

  Details regarding the schedule will be provided if an employee receives an offer of employment.