<p>About BetaNXT</p> <p>BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.</p> <p>BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.</p> <p>Overview of the Senior Specialist, Client Support Services:</p> <p>The Senior Specialist, Client Support Services plays a pivotal role in driving client satisfaction and advancing strategic partnerships within the Investor Communications space. This individual works closely with the Client Support Director to lead a high-performing, client-focused service team dedicated to delivering exceptional support to BetaNXT's broker-dealer clients. This is a hybrid position based out of our Cary, NC office location with an expectation of working onsite 3 days per week.</p> <p>Duties and Responsibilities of the Senior Specialist, Client Support Services:</p> <ul> <li>Serve as a trusted advisor to clients, offering expert guidance on BetaNXT's Investor Communication services and ensuring seamless service delivery. </li><li>Lead and support strategic partnership initiatives by managing client support activities through a knowledgeable and responsive service team. </li><li>Collaborate with leadership to foster a culture of excellence, providing training, mentorship, and development opportunities to enhance team performance. </li><li>Support the Relationship Management team by participating in client meetings and user groups, both on-site and off-site, to strengthen business relationships and identify growth opportunities. </li><li>Drive automation and process improvement efforts in collaboration with cross-functional teams to enhance operational efficiency and client experience. </li><li>Maintain and nurture client relationships, ensuring expectations are met and exceeded in a holistic and productive environment. </li><li>Participate in project management initiatives for new Investor Communications offerings, contributing strategic insights and execution support. </li><li>Partner with technology teams to develop and refine software solutions aligned with client needs. </li><li>Collaborate with operations to uphold quality control standards and ensure consistent service excellence. </li></ul> <p>Skills and Experience of the Senior Specialist, Client Support Services:</p> <ul> <li>5+ years of experience in business operations within the Financial Services industry is required. </li><li>Proven experience in a B2B environment with the ability to build and maintain strong client relationships. </li><li>Exceptional organizational and time management skills; able to prioritize and complete tasks within established deadlines. </li><li>Ability to perform under pressure and manage multiple projects and deadlines. </li><li>Demonstrated success in team leadership and implementing operational best practices. </li><li>Proficiency in Microsoft Office Suite; effective use of email and phone communication. </li><li>Excellent verbal and written communication skills. </li><li>Demonstrated research expertise with attention to detail </li><li>Proven ability to analyze complex information and develop effective solutions. </li><li>Travel required to attend client meetings, approximately 30%. </li></ul>