Client Service Manager

About the role

The Client Service Manager is responsible for developing and maintaining relationships with Corporate Trust clients, focusing on managing the value of these relationships to the organization. They review and accept new client relationships based on business line account acceptance policies and procedures, providing quality service aligned with client needs and expectations.

Responsibilities

• Review and negotiate legal agreements and contracts
• Serve as the first review point before involving external attorney networks
• Manage client relationships from onboarding through ongoing servicing
• Coordinate account setup, operational implementation, billing setup, and receivables collection
• Partner closely with operations and understand downstream processes
• Manage multiple clients, agreements, and priorities simultaneously

Qualifications

• Bachelor’s degree, or equivalent work experience
• Typically five to seven years of relevant experience

Preferred Skills/Experience

• Thorough knowledge of corporate trust products, investment instruments, and related trust line of business operations
• Working knowledge of account management, trust operations, project management, legal regulations, and applicable bank and regulatory requirements
• Experience interpreting complex legal, contractual, and business requirements with strong attention to detail and accuracy
• Experience reviewing, negotiating, and administering contracts while effectively managing risk and advocating for bank requirements
• Demonstrated success building client relationships and supporting business development efforts
• Pristine problem-solving skills, including resolution of complex client issues and disputes with minimal guidance
• Strong client service orientation with the judgment and responsiveness needed to address client concerns in a timely manner
• Effective interpersonal, listening, verbal, and written communication skills
• Confidence influencing, challenging, and negotiating with internal and external stakeholders
• Strong organizational skills with the capacity to manage multiple concurrent projects, priorities, and deadlines in a fast-paced environment

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law