Benefits:

401(k) matching

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Paid time off

Training & development

Tuition assistance

Vision insurance

Wellness resources

Role: 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)

Why you’ll want this role

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

Role Overview

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

Key Responsibilities

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.

Required Qualifications

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.

Experience

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

Bachelor’s degree or equivalent relevant experience.

Tools / Systems

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).

Ready to make an impact?

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.