Vice President, Client Service - Client Operations, Conventional Trust Client Platform

Vice President, Client Service - Conventional Trust Client Platform

We’re seeking a future team member for the role of Vice President, Client Service - Conventional Trust Client Platform to join our Client Operations & Reporting team. This role is located in Los Angeles, CA.

In this role, you’ll make an impact in the following ways:

• Lead client service initiatives by leveraging in-depth industry knowledge and operational expertise to enhance client satisfaction and loyalty.
• Develop and maintain strong client relationships through regular communication and by addressing client inquiries and issues promptly and effectively.
• Collaborate with cross-functional teams to ensure seamless delivery of client services and to identify opportunities for process improvements.

• Monitor and report on client service metrics to ensure high standards of service delivery and to implement necessary improvements.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Business Administration, Finance, or a related field. Advanced degree or professional certification (e.g., CFA, CPA) is preferred.
• Typically 7-12 years of experience in client service or operations within the financial services industry.
• Exceptional client relationship management skills and the ability to handle complex client interactions.
• Strong analytical and problem-solving skills, with a focus on operational efficiency and continuous improvement.
• Excellent communication and interpersonal skills, with the ability to work collaboratively with diverse teams.
• Ability to multi-task with a focus on delivering measurable results.

Base Salary Min: 69000

Base Salary Max: 120000