Client Relations Specialist

Description

In essence, this position sits within a team dedicated to shaping and advancing digital experiences that directly engage clients. Its primary focus is to collaborate across business and technology groups to define strategic priorities and bring to life innovative, client-facing digital solutions.

The role is instrumental in elevating the digital journey for high-net-worth clients by introducing thoughtful improvements to online access tools, reporting capabilities, and communication channels. It also involves supporting client service teams, refining digital workflows, and ensuring that interactions across platforms are seamless, intuitive, and aligned with firm standards.

• Assess and streamline communication processes to improve operational efficiency and timeliness.
• Recommend and implement enhancements that strengthen the client’s digital experience and usability.
• Serve as a resource for client access tools by resolving user inquiries, troubleshooting issues, and maintaining best-practice documentation.
• Communicate updates and upcoming projects broadly to relevant stakeholders, fostering awareness of new initiatives and enhancements.
• Work with internal technology partners and external vendors to define requirements, test new functionalities, and uphold quality and consistency across systems.
• Coordinate with key internal teams to plan, write, and distribute digital communications and client updates.
• Collaborate with business teams to evolve reporting tools, ensuring client reporting is comprehensive and effective.

Requirements

• Familiarity with digital client access tools or reporting platforms is preferred, particularly in supporting or improving user experience.
• Strong written and verbal communication skills, with the ability to simplify complex topics for diverse audiences.
• Demonstrated ability to drive initiatives forward and lead productive meetings to achieve results.
• At least three years of experience in financial services, ideally within wealth management or a related client-focused discipline.
• Bachelor’s degree required.
• Organized, detail-oriented, and proactive in managing multiple priorities and follow-ups.
• Highly collaborative and able to work effectively across departments to advance common goals.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance