ApTask
About Client:
The Client is a prominent financial institution, boasts a diverse range of clients who benefit from its comprehensive services and exceptional customer care. With a steadfast commitment to meeting the unique needs of each individual, it has emerged as a trusted partner for countless clients across various segments.
Clients enjoy access to a wide array of banking products and solutions tailored to their financial objectives. Whether it's personal banking, business banking, wealth management, or investment services, it offers a robust suite of offerings designed to foster growth, security, and prosperity.
Title: Client Services Specialist Location: Brooklyn, OH (onsite) Duration: 6 Months (contract to hire) Payrate: $25 per hour on W2
Job Description:
The purpose of this position is to support Client's Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems.
Essential 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. 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 KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction. Skills: •
Is dedicated to meeting the expectations and requirements of internal and external customers. • Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network. Knowledgeable in current and future policies, practices, and trends in the investment management business. Integrity and trust Exhibits great attention to detail. Ability to work independently and in larger team-based environments.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use nd Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com.
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.
Title: Client Services Specialist Location: Brooklyn, OH (onsite) Duration: 6 Months (contract to hire) Payrate: $25 per hour on W2
Job Description:
The purpose of this position is to support Client's Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems.
Essential 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. 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 KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction. Skills: •
Is dedicated to meeting the expectations and requirements of internal and external customers. • Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network. Knowledgeable in current and future policies, practices, and trends in the investment management business. Integrity and trust Exhibits great attention to detail. Ability to work independently and in larger team-based environments.
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use nd Privacy Policy , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com.
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.