Service Team Support

• Support day-to-day Client Service operations for the firm
• Assist in the resolution of operational inquiries; identify, diagnose, and solve
• Document processes to support operational efficiency, consistency, and accuracy
• Create and maintain key client service reference information, directories, and support materials
• Collaborate with teams to increase operational knowledge, and promote data integrity
• Attend and provide tactical support in service team monthly role meetings
• Document and track progress on CS Operations projects, enhancements, and solutions 

Custodial and Operations Liaison

• Responsible for timely custodial updates and alerts; communicate required updates and actions to the team,
• Assist Client Service Operations Management and service teams with issues that require special attention, exception processing, or service escalation
• Assist Compliance with CS reporting and data collection needed to satisfy regulatory audits (SEC, custody, etc.)

Onboarding/Off-Boarding Team Members

• For new team members, administer user accounts for CS specific technology such as Wealthscape (Fidelity), Tamarac, my529, and By All Accounts (BAA); provide access and manage entitlements
• Assist with training on Client Service Operations functions for new client service hires

Service Team Staffing and Workload Planning

• Provide CS Operations management with data and analysis to facilitate decision-making
• Monitor and analyze team member client workload and activity volumes; make suggestions for improvement and ongoing systems maintenance
• Assist pods with larger-scale team member transitions re-assignments and workload distribution
• Provide teams with reports and dashboards to track and audit key activities

Project Management

• Manage short and long-term Client Service projects that support firm objectives and key results
• Organize resources, identify issues, establish goals and deadlines, assign responsibilities, and create tools for managing and tracking progress

Experience and Qualifications

• Bachelor’s Degree preferred
• 2+ years of experience in financial services, either as a service team member or in a Client Service Operations role
• Strong Excel spreadsheet skills, including pivot tables and advanced functions
• Salesforce reporting and dashboard experience recommended
• Ability to communicate effectively across a broad spectrum of roles and departments
• Strong organizational skills
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.