Manager, Client Service Delivery
Core
Manage client service delivery operations, resolve service issues, and lead a team to ensure efficient execution of wealth management and asset servicing processes.
Role type
Manager, Client Service Delivery
Builds
Operational processes and service delivery outcomes for wealth management and asset servicing clients
Domain
Financial Services / Wealth Management / Asset Servicing
Required skills
Team supervision, operational process management, issue resolution, stakeholder coordination, workflow monitoring, quality assurance, process improvement
Preferred skills
Prior experience providing day-to-day work direction, coordinating team activities, or supervising staff
Technologies
N/A
Responsibilities
Identify and resolve operational or service issues affecting client delivery; coordinate team resources and priorities; oversee completion of processes and programs; provide leadership and coaching to team members; work with stakeholders to improve workflow efficiency; monitor workflow and client experience metrics; ensure adherence to service standards and agreements; coordinate issue resolution across teams; review team outputs for accuracy and alignment; support implementation of process improvements and automation.
Seniority
Manager, hands-on leadership