As a Senior Client Service Manager (Private Wealth), you will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance. You will be responsible for researching and resolving client inquiries, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards.
Requirements
- Provide comprehensive client service and administrative support to Relationship Manager(s).
- Manage all account administrative duties for a variety of account types (irrevocable trusts, investment management accounts, IRAs, foundations).
- Become a trusted advisor and partner to clients, intermediaries, and Relationship Manager(s).
- Drive the preparation and review of client reports, as well as client and prospect marketing materials, presentations, RFPs, and meeting materials.
- Participate in client meetings (as needed).
- Plan and coordinate internal and external meetings, including logistics and material preparation.
- Open new accounts and sub-accounts, prepare and process new account paperwork, and coordinate onboarding for new clients.
- Manage client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance.
- Communicate regularly and effectively with clients. Research and resolve client inquiries promptly and professionally, anticipating client needs and proactively addressing issues.
- Collaborate with Relationship Manager(s), Wealth Strategist and/or Investment Team to develop strategy for clients’ wealth plans.
- Update portfolio asset allocation schedules and process account updates within required timelines.
- Run reports and overviews for key meetings, track client activity and support reporting requests.
- Assist in the training of less experienced staff as requested by management.
- Proactively determine workflow, set the agenda for projects and initiatives the team needs to execute. Provide support for special projects as assigned.
- Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory, compliance, fiduciary) into daily activities.
- Contribute to a positive organizational culture through collaborative behaviors, supporting client and employee engagement.
- Pursue continuous improvement, act as a problem solver, and seek ways to enhance processes and client service.
Benefits
- Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
- Holidays
- 401(k)
- Wellbeing support
- MomentMakers, our social, points-based recognition program
