Job Summary
A company is looking for a Senior Manager, Trust Support.
Key Responsibilities
- Provide direct client support for account administration and resolve escalations
- Manage and support a small client services team across US timezones
- Own and improve tech systems and workflows that enhance client services
Required Qualifications
- 5+ years of experience in client services or related financial services role
- Proven experience in team leadership and people management
- Demonstrated ability to manage complex workflows and prioritize demands
- Familiarity with financial products or fiduciary services for individuals with unique financial needs
- Experience developing or improving processes for client services functions
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