Client Support Manager
The Client Support Manager is responsible for maintaining healthy business relationships with clients, ensuring that operational teams provide the highest quality services for the clients, following their deliverables and business requirements. They will also manage and create consistency within the support functions in Private Wealth by assessing talent and job duties and streamlining processes. Working collaboratively with leadership across Private Wealth and other Client Service Managers, ensures appropriate client experience from onboarding throughout relationship life cycle. Incumbent will interface with middle office and other support functions to ensure accurate and timely data capture and systems reporting, focused on key training, development, and accountability of client support staff.
Position Responsbilities
Manage support and associate staff functions
- Directly supervise all support staff within designated region across Private Wealth
Establish consistent qualifications and performance standards across each job category these functions and develop and execute cross training methodology. - Establish and execute standardized processes to maintain a consistent client experience within assigned region.
- Manage client support team headcount to maintain reliable backup coverage and contingency standards.
- Create development plans and career paths for each job category which may include entry training to various advisor roles within Private Wealth and/or an alternative job track within Wealth Management.
- Onboarding, recruiting, training, and working with HR and talent acquisition on hiring for all support function.
- Be an advocate for the client support team, escalating issues when needed and trying to find resolution for issues/obstacles that may arise.
- Research and resolve issues for the client support team. Develop cross-functional alignment and consensus around issue resolution.
- Develop Private Wealth onboarding experience for colleagues and clients to include client touchpoints.
Strategic Planning and Execution
- Interface with Regional market leadership as well as all functional leadership to monitor full adoption/execution of One Wealth strategies.
- Lead large-scale change initiatives to transform how the support functions work by introducing and championing adoption of new tools, processes, and capabilities.
- Oversee implementation and maintenance of new processes, standard operating procedures, workflows, and knowledge assets.
- Consistently analyzes and monitors the Client's processing environment to identify and implement strategies for operational efficiency and cost savings.
- Actively participate on Regional Sales Calls and meetings conducted by the respective Regional Directors to provide updates and feedback to the field on client engagement and support.
Risk Management:
- Reduce risk and oversee audits representing internal, regulatory agencies and third-party commissioned audits.
- Ensure appropriate procedures and controls are in place and adhered to manage significant operational risk and market risk.
- Minimize risk of financial loss to the Bank by review of operating procedures, and monitoring unit reconcilement and variance reports for higher risk functional units within the department.
Position Competencies
- Strong background in administration, human resources, training, performance management, goal setting etc
- Exceptional critical thinking, project management, analytical and communication skills
- Strong track record of delivering on business initiatives in Wealth Management
- Highly collaborative -- history of delivering results with and through organizational partners, and working with matrix reporting structures
- Strong influencing skills, persuasive and high e-quotient, ability to work well in situational teams
- Strong problem-solving skills: ability to learn and integrate new concepts
- Timeliness and accuracy; attention to detail
Qualifications
- Bachelor's Degree from an accredited University OR years of relevant work experience
- 3 years Managerial/leadership experience in a client facing environment- Preferred
- 3 years of client facing experience
For candidates hired in the state of California, Colorado, Washington, New York the expected salary/On-Target Earnings (OTE) range for the role is currently:
- California - $123,750 - $231,250 Annually
Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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Comerica Bank
$123,750 - $231,250 Annually
life insurance, parental leave, paid time off, sick time, 401(k)
Jan 10, 2025