Client Specialist

King of Prussia, Pennsylvania 19406 | contract

Post Date: 02/08/2018 Job ID: 15724 Industry: ACCOUNTING/FINANCE
Client Specialist
King of Prussia, PA 

Opening with our financial services client in King of Prussia, PA.

Essential Functions
  • Project manages client implementations for complex products, services and platforms or for global clients.
  • Manages the implementation and set-up of complex products and services to the most mature platforms by providing project management support directly to clients.
  • Helps clients think through the best solution for them and how to migrate from an existing operating platform to a strategic platform.
  • Project manages internal teams by executing project plan assignments, coordinating completion of work with other areas of the bank that have project responsibilities and escalating projects risks as appropriate.
  • May work with cross-functional teams to support clients on an ongoing basis and manage a book of business.
  • Works with internal utilities, such as tax and document management, to set up treasury accounts, electronic banking services and products.
  • Provides guidance to less experienced team members as needed. May be tasked with Team Lead responsibilities.
  • Responsible for complex, mature and/or global client implementations.

  • Bachelor’s Degree or the equivalent combination of education and experience is required. Advanced/Graduate Degree preferred.
  • 5-7 years of total work experience preferred.
  • Experience in securities or financial services preferred.
  • Applicable FINRA licenses preferred (e.g., Series 7, 63, etc.)
  • Project management certification is preferred.
  • Experience in client-facing or project management roles preferred.

Client Specialist - 15724

Victoria Birchok

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