Senior Client Service Manager (Private Wealth)

Provide comprehensive client service and administrative support to Relationship Manager(s).,Manage all account administrative duties for various account types (irrevocable trusts, investment management accounts, IRAs, foundations).,Act as a trusted advisor and partner to clients, intermediaries, and Relationship Manager(s).,Drive the preparation and review of client reports, marketing materials, presentations, RFPs, and meeting materials.,Participate in client meetings as needed.,Plan and coordinate internal and external meetings, including logistics and material preparation.,Open new accounts and sub-accounts, prepare and process paperwork, and coordinate onboarding for new clients.,Manage client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance.,Communicate regularly and effectively with clients.,Research and resolve client inquiries promptly and professionally, anticipating client needs.,Collaborate with Relationship Manager(s), Wealth Strategist and/or Investment Team to develop client wealth plans.,Update portfolio asset allocation schedules and process account updates within required timelines.,Run reports and overviews for key meetings, track client activity, and support reporting requests.,Assist in training less experienced staff as requested by management.,Proactively determine workflow, set the agenda for projects and initiatives.,Provide support for special projects as assigned.,Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes.,Contribute to a positive organizational culture through collaborative behaviors.,Pursue continuous improvement and seek ways to enhance processes and client service.,Legally eligible to work at the specified location(s) and possess a valid work or study permit where applicable.

Bachelor’s degree preferred.,5+ years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management.,Understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients.

Bachelor's Degree

Must be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.