Provide a high touch, high value experience to the client base. Including responding to all inquiries with a two hour time frame and updating clients on the status of open items daily until resolution.
The CRM manages the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, and Trade Corrections and Document Control where the review and approval of all Client Financial transactions takes place.
In this role, the selected candidate will be responsible for overall delivery and management of the client service experience for the Market and Complex; accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience.
In this role, the selected candidate will be responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Complex, managing head count report, etc.