AO/Client Servicing Team Leader
Core
Operational generalist leading a team to service Private Wealth clients, managing account openings, onboarding, and daily operations for designated client accounts.
Role type
Senior IC Client Servicing Team Leader (Private Wealth Operations)
Builds
Private Wealth client accounts and operational processes
Domain
Financial Services / Investment Management
Required skills
Account opening and onboarding, Quality review, Team management, Process training, KPI tracking (TAT/Accuracy), Conflict resolution, Error analysis, Process migration management, MIS record maintenance
Preferred skills
AI tool usage, Knowledge of Alternative Investments and Philanthropic Impact Funds, People development
Technologies
Microsoft Office, Management Information Systems (MIS)
Responsibilities
Opening new accounts and facilitating client onboarding, Conducting quality reviews for new accounts, Managing work allocation and team performance, Providing process training to new members, Troubleshooting process issues, Maintaining MIS records
Seniority
Senior, hands-on IC with people management
