Manager Of Client Services

Summary:

Our award-winning client is one of the largest independent trust companies in the U.S. They seek someone to pull together the organization's activities to achieve the company's stated goals and vision. This organization is small enough that you can make an impact and exact change.

Responsibilities:

• Oversee daily operations for Asset Services functions.
• Program’s First Line of Defense (FLOD).
• Participate in Solutions Lifecycle Management (SLCM) process.
• Administer a comprehensive risk management program as part of the Enterprise Risk Management.
• Write and submit reports to the General Manager in all matters of importance.
• Organize and coordinate inter- and intradepartmental administration and operations.
• Manage relationships with service providers.
• Lead client relationship meetings.
• Serves as application/vendor owner of Wealth management platform, FIS BPaaS relationship, tax processing, client reporting, cash agent, lockbox services, and unique assets services.
• Establish account plans for top tier asset services client relationships.
• Member of the Operating Committee, and Enterprise Risk Committee.
• Assist in other tasks as assigned by the General Manager.
• Assign priorities to projects in the project portfolio.
• Evaluate performance by analyzing and interpreting data, metrics, and key performance indicators.

Required Qualifications:

• Excellent organizational and leadership skills.
• Outstanding communication and interpersonal skills.
• Exceptional decision-making and problem-solving skills.
• Bachelor level degree is required. MS/MBA is preferred.
• Solid understanding of corporate business functions (Risk and Compliance, Human Resources, Finance and Accounting, Internal Audit, and Information Technology).
• 5+ years of Client Service and Operations Management with a Trust company, RIA (Registered Investment Advisor), Bank, or Wealth Management company
• Outstanding organizational and leadership abilities.
• Expert knowledge of data analysis, performance indicators and measures, operational metrics, strategic outsourcing, vendor management, and performance reporting.
• Knowledge of governing law and OCC regulations.