Direct Indexing Client Service Specialist

Role Summary

This role provides project management services on a multi-year or major project, applying functional expertise to improve project results. It also contributes to centralized project governance through development of best practices, reporting consolidation, and tracking of cross-project dependencies.

Responsibilities

• Acts as subject matter expert and manages multiple workflows.
• Serves as a point of escalation for issues raised by junior specialists based on severity and risk.
• Identifies trends in complex issues and collaborates with internal partners to develop solutions. Provide training for less experienced crew.
• Partners with Operations, Portfolio Management, and Relationship teams on resolution of cases.
• Develops and maintains proficient knowledge of direct indexing mechanics, tax-aware investing concepts, and servicing complexity.
• Ensures operational processes are followed consistently and drives process improvement
• Participates in special projects and performs other duties as assigned.

• Bachelor's degree or equivalent relevant experience.
• 2-5+ years of experience in client service, investment operations, or advisor support.
• Working knowledge of direct indexing or SMA concepts and account servicing workflows.
• Strong attention to details and professional communication skills.