Consultant, Client Service Delivery
HybridNo visa sponsorship
Core
Deliver accurate client service delivery and digital product support for small to mid-sized clients by applying established guidelines and procedures.
Role type
Mid-level client service consultant
Builds
Client service delivery and digital product support
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
Analytical skills, problem-solving, process improvement, data review, timeline management, Microsoft Office proficiency
Preferred skills
Role-specific certifications, experience with digital product servicing
Responsibilities
Complete assigned processes accurately, analyze information to resolve servicing problems, monitor timelines, review data for accuracy, identify workflow improvement opportunities, provide informal guidance to new team members
Seniority
Mid-level, 3+ years experience