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The Client Service Manager (CSM) is responsible for managing the administrative and relationship needs of Company’s Institutional Trust & Custody clients. These clients include public/government entities, unions, hospitals, foundations/endowments and universities. In this role, you will have daily oversight of our client’s pension, 401k, corporate and other pools of assets.
The successful candidate will cultivate and develop and deep understanding of our clients, and add value by anticipating possible solutions across our line of products and services.
Cultivate strong working relationships with client contacts.
Demonstrate ability to add value by anticipating possible solutions and partnering with client and internal partners to implement.
Exhibit an in-depth knowledge of client portfolio (ie. Assets under Custody, # of legal entities, products utilized, consultants and 3rd party data fees in place, etc.)
Work with internal parties throughout the bank to facilitate implementation of solutions to client needs.
Research and resolve all excess cash and overdrawn cash balances in client accounts. This is for US and non US currencies.
Respond as soon as possible, but no later than end of day, to all client and 3rd party inquiries. Internal inquiries should be responded to as soon as possible but no later than 24 hours.
Coordinate quarterly service team meetings, include all key service team members, produce and communicate agenda, and document meeting minutes.
Process activity including cash and trade movement, open/close accounts, manage restructure events.
Set up and train clients on NT systems and ensure client user information is current.
Document services provided, specialized procedures, and on-going written communication with clients in managing daily activity. Ensure documents such as account schematics and Service Level Descriptions are maintained and updated quarterly.
Travel to client locations with RM/CE on a selected basis where revenue, new business opportunities, and/or servicing require a call.
Develop an understanding of client fee billing and profitability.
Develop and understanding of client’s business, objectives, goals, and market challenges to ensure they are compatible with the bank’s market strategy.
Knowledge of Trust/Custody industry, employee benefits, asset management and/or understanding of client industries, usually acquired through work experience, is required to manage client relationships and consult on client needs
Must have passion for client servicing along with proven leadership, negotiation and organization skills.
Knowledge of applicable industry laws and regulations, usually acquired through prior work experience.
Knowledge of applicable industry laws and regulations, usually acquired though prior work experience. (Understanding of ERISA, Dodd Frank, FASB/GASB Accounting Standards)
Knowledge of the securities industry/operations and accounting/financial reporting, usually acquired though formal education or experience, is required in order to successfully service clients
Experience serving as main point of contact for large institutional clients.
Minimum of 3 years of experience in financial servicing / accounting fields, with client servicing background
Company provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us
As a Company partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
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