Provides leadership, coaching, and training to support specialists
Understands client needs and identifies opportunities to improve and resolve client service issues
Coaches associates to identify expansion opportunities within existing relationships
Distributes pertinent information to the assistant team, ensuring consistency across the Wealth Management function
Assists relationship teams with resolving complex client issues
Completes and processes administrative documents for the department
Monitors departmental compliance training
Monitors risk and compliance on various client transaction activity
Facilitates new associate onboarding and training for Wealth Management associates
Supports Wealth Management Leaders with other administrative duties

Wealth Management Operations Team Lead

Key skills