Job Title: Client Services Specialist
Location: Brooklyn, OH | Hybrid, 3 days in office 2 DAYS WFH
Duration: Contract - 5 months
Pay Range: $20 to $22/hr (W2)
Job ID: 411185
About BCforward
BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Job Description
We are seeking a Client Services Specialist to support Wealth Management operations with a focus on fiduciary trust systems. The role will support people, products, processes, and technologies, with accountability to answer inquiries, research and resolve system and operational issues, and coordinate with technology partners to maintain stable platforms.
Responsibilities:
- Set up client access for KeyLink and Wealth Portal.
- Configure client access for Payweb, Stellar, and Wealth Direction, and troubleshoot as needed.
- Process Advent/Data Aggregators/Insignis MSCI setup requests and verify KeyLink coding for accuracy; facilitate coding corrections.
- Research issues to distinguish isolated versus global problems and coordinate resolution with technology teams.
- Create and manage ServiceNow tickets for system issues.
- Process daily IBX and OBI reports and monthly Wealth Portal reports.
- Distribute weekly communications, including critical technology platform alerts.
- Manage and update SharePoint content for the team and stakeholders.
- Serve as first-line support for internal Wealth users; perform general maintenance and system messaging.
- Communicate with Trust Officers, Portfolio Managers, Associates, and Operations teams nationwide; build strong relationships with LOB and Operations staff.
- Participate in committees, testing, and implementations for KeyLink and related systems, including upgrades and disaster recovery tests with limited off-hours or weekend testing.
- Conduct extensive research and problem resolution across trust operational areas, including Statement Preparation, KeyLink, Wealth Portal, and Wealth Direction.
- Provide backup coverage for team members and support special projects as assigned.
Required Skills & Qualifications:
- Undergraduate degree in business or technology, or equivalent experience.
- Minimum 3 years of experience in bank operations, trust administration, wealth management, or technology operations.
- Working knowledge of mobile platforms, browsers, systems issues, and client navigation.
- Client-first orientation with urgency for problem resolution.
- Strong analytical and problem-solving skills; strong written and verbal communication.
- Proficiency with MS Excel, Word, and PowerPoint.
Preferred Skills:
- Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos, and Wealth Direction.
- Experience with ServiceNow, SharePoint management, and data aggregator integrations.
Why BCforward?
At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:
- Competitive compensation and benefits.
- Opportunities for growth with global clients.
- A supportive, inclusive culture that values innovation and people.
- Exposure to cutting-edge technologies and projects.
About Our Commitment
BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.
Interested? Apply Now!
If this sounds like the right opportunity for you, please apply with your most recent resume.