Consultant, Client Service Delivery
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 outcomes and operational efficiency
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
Process adherence, problem-solving, data review, timeline management, workflow improvement, Microsoft Office proficiency
Preferred skills
Analytical thinking, organizational skills, independent work, stakeholder coordination
Responsibilities
Complete assigned processes accurately, support small to mid-sized clients, analyze information to resolve servicing problems, monitor timelines, review data for accuracy, identify workflow improvements, provide informal guidance to new members
Seniority
Mid-level, hands-on IC