Manager, Client Service
Not Disclosed•Full-TimeOn-site
location_on33, Fairmount Avenue, City of Yonkers, Westchester County, New York, 10701, United States
About the Role
We are seeking a detail-oriented and proactive Manager to oversee daily operational functions within a fast-paced wealth environment. This role is designed to ensure compliance with internal processes while supporting team performance. You will serve as a critical liaison between Wealth Teams and custodians, proactively resolving issues to ensure requests are processed with accuracy.
The position focuses on managing workflows, reviewing transactions, and fostering a collaborative and accountable team culture. As a key member of the operations team, you will help drive continuous improvement and ensure the smooth execution of daily tasks.
Our Culture
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth, and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. Our innovative workplace fosters camaraderie, teamwork, and work-life balance.
Application Process
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
Equal Opportunity Employer
We are an Equal Opportunity Employer (EOE) and consider qualified applicants regardless of race, color, religion, sex, national origin, disability, or veteran status.
Work location
Work model: On-site
33, Fairmount Avenue, City of Yonkers, Westchester County, New York, 10701, United States
City of Yonkers, New York
Key Responsibilities
- check_circleInput and review money movement transactions within Wealthscape and Charles Schwab
- check_circleManage day-to-day execution of operations tasks including account opening and maintenance
- check_circleServe as liaison between Wealth Teams and custodians to resolve issues and ensure accuracy
- check_circleDelegate tasks and assist with team member workloads to ensure smooth workflow execution
- check_circleManage quarterly projects and maintain internal spreadsheets
- check_circleOversee completion of team members daily tasks
- check_circleFoster accountability, collaboration, and continuous improvement within the team
Requirements
- verifiedBachelor's degree in Business Administration, Operations Management, or related field
- verified5-7 years of experience in financial business operations
- verifiedExperience with Salesforce
- verifiedExperience with Fidelity (Wealthscape) and Charles Schwab Platforms
- verifiedProficiency in Excel
