Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
Strong leadership and management abilities; must be able to think strategically
5+ years-experience and college degree or equivalent preferred