Client Manager overseeing client portfolios and compliance deliverables at an accountancy practice. Progression to Practice Manager with operational oversight and team leadership responsibilities.
About the role
- Corporate Trust Client Manager managing affordable housing client relationships. Collaborating with business development, identifying risks, and implementing operational improvements in trust operations.
Responsibilities
- In conjunction with business development officers, responsible for developing and maintaining relationships with affordable housing clients ranging from single family State housing issuers, local housing issuers and conduit multifamily affordable housing developers
- Reviews and accepts new housing client relationships based on business line account acceptance policies and procedures
- Provides quality service based on housing client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients
- Builds distinctive predictable levels of service; resolves problems quickly and effectively
- Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective housing clients
- Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
- Coordinates the development and implementation of operational changes within the unit
- May be responsible for meeting certain revenue, new business and expense goals
Requirements
- Bachelor’s degree, or equivalent work experience
- Typically eight or more years of relevant experience
- Thorough knowledge of corporate trust and investment instruments
- Thorough knowledge of account management, trust operations, project management, and legal regulations
- Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
- Ability to develop new business
- Effective management skills to include planning, budgeting, and people management
- Ability to resolve complex problems with minimal guidance
- Ability to communicate quickly with clients to resolve client issues and disputes
- Effective interpersonal, verbal and written communication skills
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
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