Client Services Trust Specialist

Location : Hybrid (3 days onsite & 2 days remote- Brooklyn OH 44144)

Duration : 5 Months Contract (Potential conversion into a permanent position)

This position could possibly be temp to hire down the road for the right candidate.

Essential Job Functions

• 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

Required Qualifications

Preferred Qualifications

Competencies / Skills

About US Tech Solutions :

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit  www.ustechsolutions.com .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.