Client Service Specialist
Client Service Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Title: Client Service Specialist
Location: Brooklyn OH
Duration: 6 Months Possible Extension
Pay Rate: $20.00/HR on W2
GENERAL SUMMARY AND PURPOSE:
The purpose of this position is to support KeyBanks Wealth Management business with a focus on the banks Fiduciary Trust systems. The position will support the people products processes and technologies associated with this part of the business. Answer general inquiries. Research coordinate and resolve operational and system issues/problems.
ESSENTIAL JOB FUNCTIONS
- 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.
- Advent/Data Aggregators/Insignis MSCI set up requests.
- Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding. If so facilitate the correction of system coding.
- Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve them.
- Log Service Now tickets on system issues.
- Process daily IBX and OBI reports.
- Process monthly Wealth Portal Reports.
- Send out Weekly Communications including critical technology platform alerts.
- Manage and update the SharePoint site.
- General first line of support for Wealth internal users.
- General maintenance and system messaging.
- Communicate orally and in writing with Trust Officers Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff.
- Establish and maintain strong working relationships with LOB and Operations staff.
- Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.
- Participate in upgrade and disaster recovery tests which require limited off-hours weekends.
- Testing.
- Conduct extensive research and problem resolution. Research the most complex issues about each Operational Area in Trust -Statement Preparation KeyLink Wealth Portal and WealthDirection.
REQUIRED 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 a 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.
PREFERRED QUALIFICATIONS
- Experience with KeyLink (Global Office) Wealth Portal Global Plus IBX Tools Salesforce Cognos and Wealth Direction.
COMPETENCIES/SKILLS
- It is dedicated to meeting the expectations and requirements of internal and external customers. Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal networks.
- Knowledgeable in current and future policies practices and trends in the investment management business.
- Integrity and trust
- Exhibits great attention to detail.
- Ability to work independently and in larger team-based environments
Employment Type
Full-time
