Private Wealth Market Client Relationship Manager
Core
Manage client service experience, operations, and support staff for Private Wealth Management clients.
Role type
Senior IC operations and client service manager
Builds
Client service delivery and branch office support operations
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client management, Operations management, Performance management, Risk management, Process performance management, Workforce planning, Recruiting, Leadership development, Trade operations management, Due diligence
Preferred skills
Compensation analysis, Referral management, Internal audit review, Employee counseling, Succession planning, Customer service management
Technologies
PMAC
Responsibilities
Manage client contact and service delivery; coordinate client transitions and recruit integration; resolve client and regulatory complaints; manage and develop branch support staff; monitor compliance and risk matters; facilitate compensation contracts; drive client satisfaction and retention.
Seniority
Senior, hands-on IC with people management