Portfolio Management Business Support and Client Care Team Lead

CareerArc Group; New York (NY); On-site; USD 96,000 - 153,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with company match

Tuition Reimbursement

Paid time off

Job summary

City National Bank’s RBC Rochdale, LLC seeks a Portfolio Management Client Care Team Lead to coordinate client care across multiple portfolios and supervise the Client Care Team. You will ensure high service levels to clients and Advisors, schedule meetings, prepare materials, and manage travel and expenses.

The role requires a Bachelor's degree, 5+ years in financial services, strong MS Office skills, and 3+ years in management.

Qualifications

• Bachelor's Degree or equivalent.
• 5 years Financial Industry experience, preferably asset management.
• 5 years of experience using MS Office.
• 3 years of management experience.
• Strong organizational and analytical skills.
• Industry/business knowledge.
• Planning and organization skills.
• Excellent verbal and written communication skills.

Responsibilities

• Perform day to day client care coordination for Portfolio Manager(s) and their third-party Financial Advisors and Clients.
• Manage Client Care team across all portfolio management teams, including hiring, reviews, and performance management.
• Establish goals for all Client Care Team members and monitor performance against them.
• Consult with portfolio management teams on process or system enhancements.
• Partner with Portfolio Management leadership to ensure high quality end-to-end service standards.
• May lead projects coordinating process improvements, system changes, and policy updates.
• Foster relationships to ensure processes support customer service levels.
• Identify best practices and implement procedures to support growth and streamlined operations.

Skills

Strong organizational skills

Analytical skills

Communication skills

Education

Bachelor's Degree or equivalent

Tools

MS Office

Job description

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

PORTFOLIO MANAGEMENT BUSINESS SUPPORT AND CLIENT CARE TEAM LEAD

WHAT IS THE OPPORTUNITY?

Performs day to day Client Care Coordination and manages the RBC Rochdale Portfolio Management Client Care team across various locations. Provides day-to-day management of the team to support their respective portfolios management teams and act as the primary Portfolio Management team liaison with all Operations teams. Coordinates client and operational support to a Portfolio Management Team to deliver exceptional client/business partner experience. Responsible for delivering high level of service to clients and Advisors individually in the role of Client Care Coordinator and as a Team Lead. Facilitates communication between the Portfolio Management Business Leadership Team, Regional Leaders, business units and system development teams and or third party vendors.

WHAT WILL YOU DO?

• Perform day to day client care coordination for Portfolio Manager(s)and their third-party Financial Advisors and Clients. Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement in scheduling meetings, creating and distributing materials, as well as travel planning and submitting expense reports.
• Manage Client Care team across all portfolio management teams. Responsible for hiring, writing and conducting reviews, and managing performance and development for direct reports.
• Establish goals for all Client Care Team members and manage against those goals to ensure improved and consistent performance standards are met.
• Consult with portfolio management teams regarding challenges with current processes or systems, enhancements, or new functionality.
• Partner with Portfolio Management leadership to ensure high quality end to end service standards.
• May serve as a project manager on various projects by facilitating and coordinating the efforts of others for process enhancements, system changes, and policy and procedure creation / updates.
• Foster and maintains strong relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Ensure service standards are met.
• Identify best practices and implement procedures to support organization goals for growth and streamline operations.

WHAT DO YOU NEED TO SUCCEED

Required Qualifications*

• Bachelor's Degree or equivalent
• 5 years Financial Industry experience, preferably asset management
• 5 years of experience using MS Office
• 3 years of management experience

Additional Qualifications

• Strong organizational and analytical skills
• Industry/business knowledge
• Planning and organization skills
• Excellent verbal and written communication skills

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $95,729 - $152,861 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.