Client Ops Specialist

Client Ops Specialist

 

Unlock your potential by owning high-impact client change delivery in a fast-paced environment, building trusted partnerships and strengthening operational excellence.

As an Implementation Specialist within Treasury Services Implementation Support, you manage client requests for account modifications and closures with clear ownership and transparency. As an Implementation Specialist within Treasury Services Implementation Support, you document, track, and progress requests through the request intake and workflow process while coordinating clarifications needed for execution. As an Implementation Specialist within Treasury Services Implementation Support, you partner with product, service, and implementation support stakeholders to deliver outcomes within defined service commitments and control standards.

Job Responsibilities:

• Serve as the central point of contact and escalation for regional implementation support team members.
• Receive treasury services maintenance and account closing requests from service channels and initiate a formal request when required.
• Document each request in the request tracking workflow, capturing key details, dependencies, and required clarifications.
• Communicate clarification needs to Sales or Service teams so client requirements are completed for implementation.
• Ensure maintenance activities are delivered within established service level agreements.
• Consult Product or Service partners to determine risk rating and applicable procedures when a request is not covered by the risk reference materials.
• Oversee inspections and audits of completed implementations to confirm completeness and adherence to controls.
• Verify urgent requests are prioritized appropriately and handled with the required pace and attention.
• Assign requests requiring enhanced handling to experienced team members and apply special processing instructions where indicated.
• Route requests with defined processing restrictions to appropriately aligned team members to ensure compliant execution.

Required qualifications, skills, and capabilities:

• Hold a bachelor’s degree.
• Demonstrate problem-solving skills to identify, understand, and address operational and technical issues.
• Articulate clear, workable solutions to stakeholders in a professional, client-focused manner.
• Manage multiple requests concurrently while organizing and prioritizing work to meet tight deadlines.
• Maintain flexibility to adapt to changing priorities, time-critical deliveries, and shifting request volumes.
• Build a client-centered culture by acting with transparency and accountability in day-to-day execution.
• Promote collaboration, information sharing, and constructive discussion across partners to reduce silos.

Preferred qualifications, skills, and capabilities:

• Demonstrate proactive ownership by anticipating issues and proposing practical solutions.
• Thrive in a high-pressure environment while delivering time-critical work with consistent quality.
• Escalate risks, issues, and concerns in a timely manner to management with clear context and options.
• Show exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

Experience Level

Mid Level