Client Service Manager / II / III
Financial Services
ClientServiceManager/II/III(Custody)WealthClientExperience
“Client Service Manager / II / III - (Custody) - Wealth Client Experience at Client Service Manager / II / III. Service Custody clients. Educate Custody clients”
What You'll Achieve.
Maintain high client satisfaction scores; Influence firms to embrace new tools and technology; Identify training opportunities; Ensure critical metrics are met; Optimizing the client experience; Developing long term relationships and partnerships; Driving high satisfaction, quality and efficiency
Industry & Context.
Think analytically; Deliver solutions to complex challenges
What They're Looking For.
Must Have
5+ years of operations and/or service experience in the financial services industry, Series 7 required
Nice to Have
Bachelor's Degree preferred
What You'll Do.
Service Custody clients
Educate Custody clients
Resolve day to day operational issues
Handle inbound call volumes
Supervise email & NIGO volumes
Coordinate with internal business partners
Advocate for clients on advanced issues
Process client requests accurately and timely
How You'll Work.
Team & Collaboration
Work well on teams; Work in fast-paced, cross-collaborative environments; Key contributors to a positive workplace environment; Commitment to collaboration and shared success
Communication Scope
Excellent interpersonal, verbal and written communication skills
Applying for this Client Service Manager / II / III - (Custody) - Wealth Client Experience role?
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