Client Request Specialist

The opportunity

The Client Requests Specialist ensures smooth, compliant handling of inbound client requests and questionnaires during onboarding and through the life of the relationship. The role coordinates cross‑functional inputs from Subject Matter Experts (SMEs), manages SLA‑driven triage, and maintains the central repository and FAQs used by Sales and Support. The Client Requests Specialist safeguards accuracy and completeness of privacy, security, and regulatory responses and ensures governance processes are followed across all business units. (Scope aligned to CL/HBI Enterprise threads referencing the Client Requests workflow.)

Key Responsibilities

• Intake, Triage & SLA Management
• Run the intake triage on the ticketing system for new client requests; classify by type, sensitivity, and due date; assign owners; and track SLAs end‑to‑end.
• Monitor SLA...