3 client systems support specialist jobs at 2 companies in Missouri
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Treasury Client Service Support Specialist II
Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
1mo
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Senior Client Services Specialist, Family Office
Lake Oswego or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service/operations experience in wealth management supporting high-net-worth clients; Charles Schwab custodial experience; knowledge of account registrations, investment products, alternative investment operations, CRM/portfolio systems; Microsoft Office proficiency; strong communication and organization.
Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Charles Schwab Advisor Center