Client Services Professional
3 days ago
At Lesha Bank, we are seeking a highly skilled Client Services Professional to join our team. The ideal candidate will play a key role in supporting Relationship Managers and senior management by developing an analytics engine, optimizing key client processes, and driving automation initiatives within the Private Wealth function.
Job Overview:
The Client Services Professional will be responsible for analyzing call reports on a periodic basis, identifying patterns, gaps, and areas of focus, and communicating them to Relationship Managers for better decision-making. Additionally, this role will involve collaborating across departments to ensure seamless client service operations, reporting enhancements, and investment placement coordination.
Key Responsibilities:
- Analyzing call reports to identify trends and areas for improvement
- Developing and implementing process improvements to enhance key client processes
- Collaborating with internal teams and external vendors to implement automation solutions
- Preparing periodic reports on key performance metrics for senior management
Qualifications & Experience:
- Bachelor's degree in finance, business, economics, or a related field
- 3+ years of experience in investment banking, private wealth management, or a similar role within financial services
- Strong analytical and data management skills, with experience in automation and process optimization
- Familiarity with investor reporting, financial products, and distribution strategies
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