Hybrid Wealth Platform Client Services Specialist
Job in
Brooklyn, Cuyahoga County, Ohio, USA
Listed on 2026-09-03
Listing for:
BC Forward
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
BCforward is seeking a Client Services Specialist to join our wealth management support team. The role involves configuring client access to Key Link, Wealth Portal, Payweb, and related tools, troubleshooting access issues, and coordinating with Trust Officers and Portfolio Managers to resolve client inquiries.
This contract position focuses on incident resolution, daily reporting, and system maintenance, with occasional after-hours testing as needed to ensure uptime and accuracy across wealth
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