Leads client services programs while overseeing the development, implementation, and revision of policies and procedures
Communicates results of client services initiatives of the organization to leadership team
Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle
Resolves the most challenging client inquiries facing the client service department
Champions solutions, improvements and best practices to increase operational efficiency
Manages performance of team through regular, timely feedback

Director – Wealth Management, Advice Solutions

Key skills