Found Description
Job Title
Wealth Operations Middle Office / Client Service Account Manager
Education
- Bachelor’s degree (Business, Finance, Economics, or related); equivalent relevant experience considered.
Experience
- Experience in wealth management /middle office/ private banking operations and/or client service.
- Proven ownership of a client’s service delivery, including proactive follow-up, issue management (root cause analysis), and escalation handling.
- Hands‑on experience with core servicing activities (e.g., client escalation, work volume oversight, process improvement).
- Experience partnering with internal teams (operations, quality control) to resolve issues end‑to‑end.
Core Competencies
- Strong client service mindset with excellent written and verbal communication skills; able to set expectations on timelines, requirements, and next steps.
- Ability to mana...