US Tech Solutions · 5 months ago
Wealth Client Services Specialist
Brooklyn, OH
Full-time
Hybrid
Mid Level
$22/hr - $22/hr
3+ years expUS Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. They are seeking a Wealth Client Services Specialist to support the Wealth Management business, focusing on the bank’s Fiduciary Trust systems and resolving operational and system issues. The role involves client setup, issue research, and maintaining relationships with internal staff.
Information Technology
Responsibilities
Set-up of proprietary system 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 proprietary system 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 proprietary system 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, proprietary system, Wealth Portal and Wealth direction
Backup other team members
Special projects as needed
Qualification
Required
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
Experience with Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction
Company
US Tech Solutions
US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.
1001-5000 employees
H1B Sponsorship
US Tech Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (24)
2021 (18)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Manoj Agarwal
Chief Executive Officer
Recent News
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2025-05-17
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2024-12-13
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