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Client Service Manager 2 - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | minneapolis, Minnesota |
About this job
Job Title:
CLIENT SERVICE MANAGER 2
Job ID Number:
5136476
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Minneapolis,MN
Qualifications:
Responsible for managing and leading a group of 14 to16 team members engaged in client service activities in IRT s Trust & Custody Service Center. The Client Service Manager will be part of the IRT leadership team with responsibilities that include:
Client Service related:
Manage and support staff engaged in client service
Ensure excellence in all aspects of client service delivery (as measured by client feedback through the Gallup surveys)
Resolve escalated customer service issues and inquires
Participate in client quality assurance calls with Regional Directors
Participate in new business conference calls
Operations, Risk Management & Compliance related:
Develop, review and update procedures as necessary
Monitor issue and error logs to identify trends or patterns
Review overdraft and un-invested cash report to identify trends or patterns and ensure timely resolution
Verify and approve trades, transactions over $5,000,000, reversal requests, and set up of unique assets as required
Review Trade Order Entry (TOE) and iApprove limits for team
Responsible for oversight and resolution of reporting functions
Reduce risk by ensuring team is thoroughly trained and following established procedures to minimize errors and control financial losses
Manage special projects as assigned
Human Resource related:
Conduct regular team lead and CSC team meetings
Complete Diversity activity
Maintain Staff Management
Recruiting and staff selection
Handle team member issues
Request systems access for new hires
Establish performance goals for team
Prepare and conduct mid-year and annual performance reviews
5+ years client service or related business experience and 1+ years management experience. Demonstrated ability to resolve the most complex of service issues involving multiple departments. Demonstrated ability to handle multiple tasks of varying degrees of difficulty and time requirements. Strong change management skills with the ability to grow a highly efficient team. Exceptional customer orientation and ability to balance needs of clients, shareholders and team members. Experience working in a manager, supervisory or team lead capacity or participating in management activities such as mentoring, coaching and leading projects.
Demonstrated ability to multitask in a deadline driven environment.
Flexible to change and act as a change agent.
Firm understanding of Securities and/or market segments such as Foundations, Defined Benefits, Unitized Structures
Industry knowledge including DTC, FED, mutual funds.
Demonstrated ability to foster relationships with other internal departments .
CLIENT SERVICE MANAGER 2
Job ID Number:
5136476
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Minneapolis,MN
Qualifications:
Responsible for managing and leading a group of 14 to16 team members engaged in client service activities in IRT s Trust & Custody Service Center. The Client Service Manager will be part of the IRT leadership team with responsibilities that include:
Client Service related:
Manage and support staff engaged in client service
Ensure excellence in all aspects of client service delivery (as measured by client feedback through the Gallup surveys)
Resolve escalated customer service issues and inquires
Participate in client quality assurance calls with Regional Directors
Participate in new business conference calls
Operations, Risk Management & Compliance related:
Develop, review and update procedures as necessary
Monitor issue and error logs to identify trends or patterns
Review overdraft and un-invested cash report to identify trends or patterns and ensure timely resolution
Verify and approve trades, transactions over $5,000,000, reversal requests, and set up of unique assets as required
Review Trade Order Entry (TOE) and iApprove limits for team
Responsible for oversight and resolution of reporting functions
Reduce risk by ensuring team is thoroughly trained and following established procedures to minimize errors and control financial losses
Manage special projects as assigned
Human Resource related:
Conduct regular team lead and CSC team meetings
Complete Diversity activity
Maintain Staff Management
Recruiting and staff selection
Handle team member issues
Request systems access for new hires
Establish performance goals for team
Prepare and conduct mid-year and annual performance reviews
5+ years client service or related business experience and 1+ years management experience. Demonstrated ability to resolve the most complex of service issues involving multiple departments. Demonstrated ability to handle multiple tasks of varying degrees of difficulty and time requirements. Strong change management skills with the ability to grow a highly efficient team. Exceptional customer orientation and ability to balance needs of clients, shareholders and team members. Experience working in a manager, supervisory or team lead capacity or participating in management activities such as mentoring, coaching and leading projects.
Demonstrated ability to multitask in a deadline driven environment.
Flexible to change and act as a change agent.
Firm understanding of Securities and/or market segments such as Foundations, Defined Benefits, Unitized Structures
Industry knowledge including DTC, FED, mutual funds.
Demonstrated ability to foster relationships with other internal departments .
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