What are the responsibilities and job description for the Sr. Client Relationship Specialist position at Jobs via Dice?
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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)
Let’s create our future together at The AES Group!
About The AES Group
The AES Group is a premier technology staffing and services company that has been bringing businesses and talent together for over 20 years to deliver innovative technology solutions that create meaningful impact. AES helps enterprises, including Fortune 500 organizations, engage customers, empower employees, and transform operations through cloud, data, AI, and emerging technologies.
Why you’ll want this role
Join a client-facing relationship team supporting retail alternative investment products for one of our financial services clients. You’ll act as the primary relationship and coordination point for assigned clients—owning communication, managing service needs and escalations, and ensuring successful outcomes across operational teams.
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
Domain
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!
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)
Let’s create our future together at The AES Group!
About The AES Group
The AES Group is a premier technology staffing and services company that has been bringing businesses and talent together for over 20 years to deliver innovative technology solutions that create meaningful impact. AES helps enterprises, including Fortune 500 organizations, engage customers, empower employees, and transform operations through cloud, data, AI, and emerging technologies.
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
Join a client-facing relationship team supporting retail alternative investment products for one of our financial services clients. You’ll act as the primary relationship and coordination point for assigned clients—owning communication, managing service needs and escalations, and ensuring successful outcomes across operational teams.
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.
Domain
- Experience in financial services strongly preferred; exposure to transfer agency, investor services, or wirehouse environments is a plus.
- 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.
- 3 years of client-facing experience required (preferably financial services).
- Bachelor’s degree or equivalent relevant experience.
- Proficiency with tools such as Microsoft Excel, word processing tools, and issue/work tracking platforms.
- Familiarity with systems like JIRA, ChorAWD, TA2000, 3270 is a plus (or willingness to learn quickly).
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!