Responsible for service and delivery to one or multiple clients within their area of specialization
Ensures and maintains client service levels to dedicated client/s
Operates independently; has in-depth knowledge of business unit/ function
Manages large and/or complex projects such as strategic change management
Cultivates and maintains working relationship with various managers
Acts as the key client contact within area of expertise
Identifies and addresses service issues
Provides technical expertise for new or complex products/services
Provides management reporting on transactions
Assists client(s) and partners with complex problem resolution
Interacts with various operations areas to improve processes

A College or University degree and/or relevant proven work experience is required
Knowledge of financial industry operations, including fiduciary services and use of trust systems is required
Excellent oral and written communication skills are required
Analytical and problem solving skills is required

Client Service Manager

Key skills