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Abbot Downing Client Service Manager 1

Company: Wells Fargo Bank
Location: Jupiter
Posted on: November 3, 2019

Job Description:

Job Description

At Wells Fargo, we want to satisfy our customers-------- financial needs and help them succeed financially. We--------re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you--------ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and Consumer Banking. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preservice and transfer their wealth.

Abbot Downing serves families and individuals, as well as endowments and foundations, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial planning and asset management services to help clients address the financial, social and personal dimensions of wealth. Abbot Downing's 300 professionals serve clients in all 50 states. Our service model gives clients the attentiveness of a boutique firm complemented by the robust services of one of the strongest, most respected financial institutions in the world.

Abbot Downing delivers wealth management solutions to ultra-high-net-worth clients. Clients are supported by a personal relationship manager who brings together a dedicated team of specialists. This team delivers an integrated suite of services designed to address the ultra-high net worth client--------s complex financial needs.
Responsibilities of the position include the following:

--- Manage staff engaged in support and servicing of ultra-high net worth clients.
--- Coordinate with Relationship Managers or Private Bankers to ensure client satisfaction
--- Resolve escalated client issues and inquiries.
--- Reviews, tracks and monitors reports for action items.
--- Train staff on product enhancements and new products.
--- Ensure that service and productivity standards and goals are met.
--- Set and implementing service and productivity standards and goals.
--- Manage special projects.
--- Create and implement sales and service programs and goals.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

--- Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
--- Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks..

Required Qualifications

--- 7+ years of client service experience
--- 3+ years of management experience

Desired Qualifications

--- Affluent and high net worth client experience; across a broad array of wealth management products and services

Other Desired Qualifications

--- Client service experience dealing with ultra-high net worth clients
--- Ability to resolve the most complex of service issues involving multiple departments
--- Excellent organizational, multi-tasking, and prioritizing skills
--- Ability to work in a fast-paced deadline driven environment
--- Strong change management skills
--- Ability to grow a highly efficient team
--- Client service focused with the ability to balance needs of clients, shareholders, and team members
--- Excellent verbal, written, and interpersonal communication skills
--- In depth knowledge of Client link, SEI, Trust Gateway, FileNet, TIMCO, CEO, Agent View, and Investment Navigator
--- Proficient with all MS office products
--- Certified Trust and Financial Advisor (CTFA) or Fiduciary/Trust school graduate
--- A BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field

Job Expectations

--- Ability to travel up to 40% of the time

Street Address

FL-Palm Beach: 255 S County Rd - Palm Beach, FL
NC-Raleigh: 150 Fayetteville St - Raleigh, NC
NC-Winston Salem: 100 N Main St - Winston Salem, NC
GA-Atlanta: 171 17th St Nw - Atlanta, GA
FL-Jacksonville: 1 Independent Dr - Jacksonville, FL

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Jupiter , Abbot Downing Client Service Manager 1, Executive , Jupiter, Florida

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