Client Service Specialist

ENVIRONMENT:

A dynamic provider of cutting-edge Financial Security Services is seeking a Client Services Specialist who will serve as the custodian of the company brand and collaborates with the Head of Client Services to oversee the end-to-end client experience—from onboarding and account maintenance to issue resolution and relationship management. This role is responsible for maintaining and operationalizing master reference data, fostering team engagement, and ensuring service excellence across all client touchpoints.

DUTIES

Business Process & Planning

• Assist in implementing a consistent client experience for internal and external stakeholders.


• Design and conduct client surveys; implement plans to maintain excellent service levels.


• Lead collaborative dialogue with CSD Services, Collateral Services, Data Integration, Testing, Settlements, and other internal teams to plan yearl...