Client Services Specialist, Wealth Management

Job overview

The Client Services Specialist, Wealth Management role is listed as hybrid in Brooklyn, OH, and pays $22 per hour. The position supports the bank’s Wealth Management business, with a focus on fiduciary trust systems. The role provides first-line support to internal users and helps clients and staff resolve access, system, and operational issues. It also supports reporting, system maintenance, communications, and testing to keep Wealth Management processes running effectively.

What you'll do

• Answer inquiries and research, coordinate, and resolve operational and system issues
• set up client access to KeyLink, Wealth Portal, Payweb, Stellar, and Wealth Direction
• verify and correct KeyLink coding
• log ServiceNow tickets
• process daily IBX and OBI reports and monthly Wealth Portal reports
• send weekly platform communications
• maintain SharePoint
• support internal users
• participate in system testing, upgrades, and disaster recovery tests, including limited off-hours and weekend testing
• research complex trust operations issues.

What we're looking for

Skills & competencies

client services specialist

wealth management

fiduciary trust systems

bank operations

client support

keylink

wealth portal

brooklyn oh

$22/hr

weekend testing

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefits, referral program, and growth and advancement opportunities.

Why this role

Supports fiduciary trust systems and Wealth Management operations; requires at least three years of experience in bank operations, trust administration, wealth management, and/or technology operations.

About the employer

ICONMA, LLC is hiring for this role. Industry: Trusts, Estates, and Agency Accounts. Sector: 52.