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Client Services Manager

4 months ago

Miami, United States Ascendo Resources Full time

We are seeking an individual who is seeking to make an impactful career move. The ideal candidate must have management experience and come from a financial services or banking background. You will be responsible for managing a team of Client Service Associates.

  • Manage day to day operational activities from Client Service Associates who service the Private Wealth Management and Investment side of the business.
  • Support when needed on account maintenance, client live chats, wire transfers and money movements.
  • Coach team members in enhancing their quality of service and problem resolution
  • Be involved in team development, communication and implementation of strategies
  • Create and maintain procedures for Client Service team
  • Ensure all team members are up-to-date on annual compliance trainings.
  • Report KPI's and team performance to upper management

Qualifications

  • 5+ years of experience related to the job
  • Bilingual - English and Spanish
  • Bachelor's degree in Business, Finance, Accounting or related field
  • Proficient in MS Office
  • Team leadership skills and crucial to have attention to detail