Client Service Manager, Private Banking
Core
Manage and coach Client Advisor Assistants (CAAs) to ensure optimal resource utilization and service delivery for private banking clients.
Role type
People Manager, Private Banking
Builds
Client servicing processes and team performance
Domain
Banking, Private Wealth Management
Deliverable
client delivery
Required skills
Team leadership, Coaching, Resource planning, Recruitment, Process optimization, Trade settlement knowledge, Account opening documentation
Preferred skills
Assistant RM experience in Wealth Management, CACS Certification, Experience leading a team
Technologies
N/A
Responsibilities
Guide and coach Client Advisor Assistants, Supervise daily CAA activities, Manage CAA resourcing and recruitment, Coordinate cross-departmental client commitments, Escalate service issues, Mentor new CAAs, Develop contingency plans for service disruptions
Seniority
Mid-level Manager