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Client Services Trust Specialist

Client Services Trust Specialist

US Tech SolutionsCleveland, OH, US
3 days ago
Job type
  • Permanent
  • Temporary
Job description

Job Opportunity

Job Description : Duration : 5 Months Contract (Potential conversion into a permanent position) This position could possibly be temp to hire down the road for the right candidate. Essential Job Functions :

  • Set-up of KeyLink and Wealth Portal access for clients.
  • Set-up Payweb and Stellar access for clients.
  • Set-up Wealth Direction access for clients and trouble shooting.
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Client Service Specialist • Cleveland, OH, US