Manager of Client Services - Wealth Management

The Client Services Manager ensures the seamless delivery of member services to Investment clients, oversees the operational efficiency of the client service team, implements process improvements, and ensures compliance with regulatory standards.

Requirements

• Leadership: Direct and oversee daily operations of the client service department
• Operational Excellence: Create, implement, and continuously refine service protocols
• Compliance Adherence: Ensure strict adherence to all credit union and Raymond James policies
• Business Partnerships and Relationships: Develop and maintain strategic internal and external partnerships