Portfolio Management Client Care Lead

City National Bank; New York (NY); On-site; USD 96,000 - 153,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Career development

Job summary

City National Bank's RBC Rochdale unit is seeking a Portfolio Management Client Care Team Lead to oversee day-to-day client care coordination across portfolio management teams and support advisors and clients. You will lead the Client Care Team, manage staffing, performance reviews, and drive service standards in collaboration with Portfolio Management leadership.

You will also coordinate cross-functional initiatives, improve processes, and ensure a high level of client satisfaction and

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 all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness.
• 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.

Skills

Strong organizational skills

Analytical skills

Verbal and written communication

Education

Bachelor's Degree or equivalent

Tools

MS Office

Job description

City National Bank's RBC Rochdale unit is seeking a Portfolio Management Client Care Team Lead to oversee day-to-day client care coordination across portfolio management teams and support advisors and clients. You will lead the Client Care Team, manage staffing, performance reviews, and drive service standards in collaboration with Portfolio Management leadership.

You will also coordinate cross-functional initiatives, improve processes, and ensure a high level of client satisfaction and