Wealth Client Service Team Lead
North Palm Beachonsitesenior$75K – $124K
Posted 3 days ago · via Workday
About this role
Overview: Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external clients. Set s and enforce s Client Associate team standards. Primary Responsibilities: Lead the activities of the Client Associate function and/or a team of Client Associates. Set short-term priorities and instill a client - centric mentality to support generation of new sales revenue through client acquisition and expansion of existing clients. Establish procedures and oversee account opening process to support the effective and timely funding of new business and a positive initial client onboarding experience. Communicate effectively with the client facing team within the market.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: r, less
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in North Palm Beach. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
rless
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