Sr Client Relationship Specialist

Benefits

• 401(k) matching
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Senior Client Relationship Specialist (Hybrid – Onsite 6 days/month)

Openings: 7 (1 per location)

Duration:
Full time

Locations:
Kansas City, MO | Denver, CO | Chicago, IL | Boston, MA | Braintree, MA | Waltham, MA | Dublin, OH

Work Model:
Hybrid (onsite 6 days per month in your assigned location)

• Hybrid flexibility: onsite only 6 days/month
• Strong benefits:
  Medical, Dental, Vision, 401(k) with match, Employee Assistance Program
• Career growth:
  Tuition + professional development reimbursement; hands-on training (including internal learning programs)
• Time off + balance:
  Paid holidays, sick leave, flexible PTO
• People-first culture:
  Inclusive environment that values diverse backgrounds and perspectives
• Extras:
  Discounts on fitness clubs, travel, and more

You’ll bring structure to complex requests, lead moderately complex client initiatives (including new product implementations), and continuously improve service delivery and client satisfaction.

• Build and maintain exceptional client relationships, serving as a trusted day-to-day partner.
• Provide and oversee support activities for assigned clients, ensuring operational needs (tactical and strategic) are handled with high satisfaction.
• Monitor service quality and operational performance against delivery standards and agreed timelines.
• Develop a strong understanding of the client’s business, product setup, and operational workflows to anticipate needs and drive proactive support.
• Serve as the primary point of contact for incident management—coordinating resolution, escalating technical issues appropriately, and communicating clearly.
• Manage/oversee client events and initiatives such as new product implementations, enhancements, or process changes.
• Partner with internal sales/support teams to demonstrate the value of the support model and identify opportunities to expand services.
• Lead small projects or complex tasks requiring strong judgment, resourcefulness, and self-initiative.
• Evaluate wide-ranging issues, analyze data, and propose practical solutions and procedural improvements.
• Recommend and help implement process updates that improve client experience, efficiency, and outcomes.

Domain

Experience in financial services strongly preferred; exposure to transfer agency, investor services, or wirehouse environments is a plus.

Skills

Strong client relationship management, stakeholder communication, and service ownership.

Excellent written and verbal communication; ability to translate complex issues into clear updates.

Strong problem-solving and numerical reasoning; comfortable analyzing data and taking action.

Organized, proactive, and able to manage multiple priorities in a fast-paced team setting.

Quick learner who can adapt to new systems, processes, and programs.

3+ years of client-facing experience required (preferably financial services).

Bachelor’s degree or equivalent relevant experience.

Proficiency with tools such as Microsoft Excel, word processing tools, and issue/work tracking platforms.

Familiarity with systems like JIRA, Chorus/AWD, TA2000, 3270 is a plus (or willingness to learn quickly).

If you enjoy owning client outcomes, coordinating across teams, and improving service delivery in a fast-moving financial services environment, we’d love to hear from you.

Ready to make an impact? Apply now and join us on our journey!

Flexible work from home options available.