Client Experience Team Lead, Wealth and Asset Managers
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About The Position
As a Client Experience Team Lead, you are responsible for delivering unparalleled white glove service to our clients throughout the onboarding process and on-going account management activities. In this role, you are responsible for ensuring an excellent onboarding experience and providing attentive care to our clients by responding to their inquiries in a timely and thoughtful manner and managing their transactions in a risk conscious way. You will become intimately familiar with our wealth and asset management platforms, our investment advisor, wealth and asset manager clients and their use-cases, anticipate their needs & that of their end-clients, and serve as an advocate for them internally. In addition to day to day client service and support, you will act as a thought partner and builder to internal teams, leveraging problem-solving skills and an understanding of client needs to contribute to the continued development and scalability of service models and platforms in support of our wealth and asset manager clients. You will support client interactions across multiple teams and work closely with your Business, Client Operations, KYC Operations, and Product/Engineering teammates in ensuring ongoing enhancement to client workflows and development and refinement to processes/procedures.
