Senior Client Service Manager - Northern California
Core
Senior Client Service Manager leading a team to deliver high-level service, manage wealth management operations, and ensure compliance in banking and investments.
Role type
Senior IC client service manager (wealth management)
Builds
Wealth management team performance, client onboarding, and service delivery
Domain
Banking and Wealth Management
Required skills
Team management, business management, risk and control, client onboarding (KYC/AML), regulatory compliance, process improvement, budgeting, resource planning
Preferred skills
Master's degree, experience in wealth management firms
Technologies
None stated
Responsibilities
Manage day-to-day servicing and processing activities; Interface with Banking teams to address escalated issues; Coach staff and identify training needs; Review processes for efficiency; Drive tactical and strategic initiatives; Review internal controls and regulatory requirements; Assess risk and drive compliance; Coordinate SWAT resources for new Advisor onboarding; Partner on CSA career path development
Seniority
Senior, hands-on IC with full management responsibility