Team Business Manager

Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?
guide a team of client service associates (CSAs), making sure all requests and alerts are addressed
educate clients on account services and capabilities, and train CSAs to do the same
prioritize account service requests and review daily reports so they can be appropriately delegated or processed
oversee the client onboarding process and client meetings
support financial advisors in the development of a Team Business plan, identifying client opportunities and book segmentation
manage the use of team technology and ensure all team members are trained accordingly