Senior Client Service Specialist

ENVIRONMENT:

A dynamic provider of cutting-edge Financial Security Services is seeking a Senior Client Services Specialist who will be the brand custodian for our client. You will collaborate with the Head of Client Services to design, facilitate, and oversee the complete client lifecycle—from onboarding and account management to issue resolution and strategic relationship management. This role ensures service excellence across all touchpoints, drives the operationalization of master reference data, and enables team and stakeholder engagement to foster client retention and market value.

DUTIES

Business Process & Strategic Planning

• Implement consistent client experience standards for internal and external stakeholders.


• Lead collaborative planning with internal departments to forecast client onboarding and resource needs annually, monthly, and weekly.


• Develop and maintain Standard...