layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Linscomb Wealth - Client Service Associate Manager
Huntington Bank
Houston Park Towers
Source: Huntington Bank careers · View original posting
- Employment
- full time
Employer job description
From Huntington Bank's posting. “We” and “our” refer to the employer.
Description
Summary:
Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.
- Client Responsibilities
- Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
- Attend meetings with clients as needed
- Team Responsibilities
- Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
- Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
- Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up