Vice President, Shareholder Services Manager
Core
Overseeing and enhancing client operations and reporting functions to ensure client service standards are met and exceeded.
Role type
Senior leadership in investor reporting and wealth operations
Builds
Client reporting services and operational processes for wealth management clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Strategic planning, cross-functional collaboration, performance metrics analysis, regulatory compliance, client relationship management, process improvement
Preferred skills
Advanced degree in finance/business, professional certifications, experience with digital tools and AI
Technologies
Digital tools, AI
Responsibilities
Develop strategies to enhance client service delivery, collaborate with cross-functional teams to streamline processes, serve as primary point of contact for key clients, monitor and analyze performance metrics, ensure compliance with regulatory requirements
Seniority
Vice President, strategic leadership
