Sr Client Relationship Specialist
Full Time • Hybrid - US
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)
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
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Hybrid flexibility: onsite only 6 days/month
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Strong benefits: Medical, Dental, Vision, 401(k) with match, Employee Assistance Program
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Career growth: Tuition + professional development reimbursement; hands-on training (including internal learning programs)
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Time off + balance: Paid holidays, sick leave, flexible PTO
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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.
Compensation: $55,000.00 - $100,000.00 per year
AES is a premier technology consulting company that brings together businesses and talent to deliver the most innovative technology solutions that create the most positive impact to society.
In the last 20 years, we have developed innovative best-in-class technology solutions to the world’s forward-thinking companies on four key service areas:
- Customer Experience: engaging customers with differentiating digital experiences to sustain
business relevance
- Employee Experience: enabling employees to learn, collaborate, and grow to sustain business
performance
- Business Solutions: transforming and optimizing business operations to sustain business resilience
- Emerging Technology: exploring and adopting emerging technology to transform business model
Our team ensures that your favorite coffee shop has the right amount of people serving you at any given time. Our team ensures that the governance board of a global company has the right ESG insights to make the most sensible actions for the world. The list goes on and on. At the core of
what we do is creating the future that is right for everyone, with the right technology, and with the right talent.
In the last 20 years, we have developed innovative best-in-class technology solutions to the world’s forward-thinking companies on four key service areas:
- Customer Experience: engaging customers with differentiating digital experiences to sustain
business relevance
- Employee Experience: enabling employees to learn, collaborate, and grow to sustain business
performance
- Business Solutions: transforming and optimizing business operations to sustain business resilience
- Emerging Technology: exploring and adopting emerging technology to transform business model
Our team ensures that your favorite coffee shop has the right amount of people serving you at any given time. Our team ensures that the governance board of a global company has the right ESG insights to make the most sensible actions for the world. The list goes on and on. At the core of
what we do is creating the future that is right for everyone, with the right technology, and with the right talent.
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