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Client Services Specialist
ICONMA, LLC
- 🇺🇸 United States
- On-site
- 15 hours ago
- $22 / hour
- Disaster Recovery
- Excel
- PowerPoint
- Salesforce
- Cognos
15 hours ago
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Responsibilities:
- The purpose of this position is to support Client’s Wealth Management business with a focus on the bank’s fiduciary trust systems.
- The position will support the people, products, processes and technologies associated to this part of the business.
- Answer general inquiries. research, coordinate and resolve operational and system issues/problems.
- Set up of KeyLink and Wealth Portal access for clients.
- Set up Payweb and Stellar access for clients.
- Set up Wealth Direction access for clients and trouble shoot 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 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. ·
- 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 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, requires limited off-hours, weekend
- Testing.
- Conduct extensive research and problem resolution.
- Research the most complex issue’s pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction.
- Marginal Or Peripheral Functions
- Backup other team members ·
- Special projects as needed
Requirements:
- 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.
- Preferred Qualifications
- Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.
- Competencies/Skills
- 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 network.
- 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.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Client Services Specialist · ICONMA, LLC