Manager of Client Services / Trust Operations

Job Description

Your role as Manager of Client Services / Trust Operations will entail the following:

• Assist in implementing organization-wide goal setting and performance management.
• Oversee trust operations and ensure productivity goals are met.
• Build an inclusive culture.
• Establish a plan to manage and meet client expectations.
• Participate in risk management solutions.
• Manage relationships with vendors.
  
  

Qualifications

As Manager of Client Services / Trust Operations, you will have the following:

• Wealth Management/Trust operations and client service experience
• Leadership experience
• The ability to communicate goals and actions to gain employee and management buy-in.
• Be able to Communicate instructions/corrections professionally.
• Bachelor's degree is required; a graduate degree is a plus.
  
  

Why is This a Great Opportunity

This is a new position because of growth. Our client is one of the largest independent trust companies in the U.S. They seek someone to pull together the organization's activities to achieve the company's stated goals and vision. This organization is small enough that you can make an impact and exact change.

Private Notes To Members

Comments

They have an urgent need to hire. I had a candidate that got to the last interview with the CEO but didn't make the cut. They felt she was too timid and wouldn't stand up to the area leaders. They will be going through an audit and need to hire.