Trade Services Client Support Manager

Jobtailor; Minnesota; On-site; USD 95,000 - 130,000; Full time

Job summary

Jobtailor seeks an experienced Trade Services leader to manage and coordinate operational activities across domestic and international trade. You will supervise staff, ensuring high-quality service and compliance with laws and regulations within the wealth and banking sectors.

The role focuses on risk mitigation, budget oversight, and collaboration with multiple business lines to support client needs and achieve net income goals.

Qualifications

• Bachelor's degree in accounting or finance or equivalent experience.
• Three to five years in trust and securities operational functions.
• Three to five years of management experience.
• Thorough knowledge of trust and securities operations, systems, procedures.
• Familiarity with systems and platforms such as: DTC, FED, SWP, Trust 3000, ARES.
• Well-developed analytical, problem-solving, organizational and project management skills.
• Effective interpersonal, verbal and written communication skills.
• Excellent supervisory and management skills, including HR knowledge.
• Ability to manage multiple, unrelated tasks.
• Additional one to three years experience managing Managers preferred.

Responsibilities

• Join a client-focused Trade Services team that serves as a key link between clients and internal operational partners.
• Support both domestic and international trade activity, coordinating with multiple business lines across the organization.
• Manage and coordinate the operational activities for Trade Services through staff.
• Ensure quality service and effective securities operations activities for all supported internal and external customers.
• Accomplish results through effective management of staff ranging from lower level non-exempt through exempt level professionals.
• Administer corporate policies and procedures and ensure compliance with applicable laws and regulations.
• Participate in the department's budget, managing expenses to achieve department net income goals.
• Proactively manage operational risks including identifying control gaps and designing controls to mitigate risks and financial exposure.
• Participate in review and recommendation of operational systems, coordinating system conversions from an operations perspective.

Skills

Team leadership

Analytical thinking

Project management

Problem solving

Communication skills

Interpersonal skills

HR management

Education

Bachelor's degree in accounting or finance or equivalent experience

Tools

DTC

FED

SWP

Trust 3000

ARES

Job description

• Join a client-focused Trade Services team that serves as a key link between clients and internal operational partners.
• Support both domestic and international trade activity, helping ensure client needs are met while coordinating closely with multiple business lines across the organization.
• Manage and coordinate the operational activities for Trade Services through staff.
• Ensure quality service and effective securities operations activities for all supported internal and external customers.
• Accomplish results through the effective management of staff ranging from lower level non-exempt through exempt level professionals.
• Administer corporate policies and procedures and ensure compliance with applicable laws and regulations.
• Participate in the preparation of the department's budget, and be accountable for managing expenses and actively contributing to the achievement of department net income goals.
• Proactively manage operational risks including the identification of control gaps and design of operational controls to mitigate risks and financial exposure to the organization.
• Participate in the review and recommendation of operational systems and procedures affecting assigned units, coordinating system conversions from an operations perspective.

Requirements

• Bachelor's degree in accounting or finance, or equivalent work experience
• Three to five years of experience in trust and securities operational functions
• Three to five years of management experience
• Thorough knowledge of trust and securities operational functions, systems, procedures, products and services
• Thorough knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth, Corporate, Commercial, and Institutional Banking business lines and clients
• Familiarity with systems and platforms such as: DTC, FED, SWP, Trust 3000, ARES
• Well-developed analytical, problem-solving, organizational and project management skills
• Effective interpersonal, verbal and written communication skills
• Excellent supervisory and management skills, including a well-developed knowledge of human resources
• Ability to manage multiple, unrelated tasks
• Additional one to three years experience managing Managers preferred

Core Competencies

Demonstrates expertise in managing trade services operations, ensuring compliance with legal and regulatory standards while effectively leading teams. Proficient in operational risk management and budget administration within the financial services sector.

Highest-signal resume keywords

• Trade Services Management
• Trust And Securities Operations
• Regulatory Compliance
• Budget Management
• Team Leadership

ATS Optimization Keywords

Hard Skills

• Accounting
• Finance
• Operational Risk Management
• Analytical Skills
• Project Management
• Problem-Solving
• Human Resources Management
• Securities Operations
• Operational Procedures
• Financial Exposure Mitigation

Soft Skills

• Interpersonal Communication
• Verbal Communication
• Written Communication
• Organizational Skills
• Supervisory Skills

Industry Keywords

• Wealth Management
• Corporate Banking
• Commercial Banking
• Institutional Banking
• Legal Principles

Tools & Technologies

• DTC
• FED
• SWP
• Trust 3000
• ARES