VP Service and Platform Specialist

Job Description

The Service & Platform Specialist supports delivery of a high-quality and responsive client experience through a combination of day-to-day service coordination, operational oversight, and subject matter expertise in designated platform capabilities, processes, or functional areas. This role is responsible for helping ensure strong business-as-usual execution for assigned clients while also driving consistency, documentation, training, troubleshooting, and scalable improvements across the client base. The role serves as both a client service execution partner and a functional specialist, maintaining strong knowledge of assigned clients, servicing requirements, and platform capabilities. This individual works closely with Client Service, Operations, Product, Technology, Project Management, and Client Enablement teams to support ongoing service needs, resolve issues, improve workflows, and enhance adoption of platform capabilities, including automation and AI-enabled solutions where appropriate.

Skills and Requirements

• Experience in client service, operations, account management support, platform support, or related servicing roles within financial services.
• Strong understanding of investment operations, client servicing models, platform workflows, or related subject matter areas.
• Ability to manage multiple tasks, follow-ups, service matters, and priorities simultaneously with strong organization and attention to detail.
• Excellent written and verbal communication skills, including the ability to explain complex topics clearly to different audiences.
• Strong responsiveness, service orientation, and accountability for day-to-day execution.
• Ability to develop deep expertise in assigned processes, systems, and functional capabilities.
• Experience creating training materials, documentation, process guides, or other reusable knowledge content.
• Strong analytical, troubleshooting, and problem-solving skills, including the ability to identify patterns, execution gaps, and improvement opportunities.
• Ability to work collaboratively across Client Service, Product, Technology, Operations, Project Management, and Client Enablement teams.
• Comfort working in a client-facing environment and supporting both tactical service delivery and broader process improvement.
• Interest in or experience with automation and AI-enabled tools to support service delivery, knowledge management, or workflow enhancement.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].