New

Sr. Manager of Personal Fiduciary Services Support

Comerica Bank
life insurance, parental leave, paid time off, sick time, 401(k)
United States, Florida, Palm Beach Gardens
2401 Pga Blvd Ste 198 (Show on map)
Jan 10, 2025
Personal Fiduciary Services Support Manager The Manager, National Personal Fiduciary Services Support is responsible for maintaining healthy business relationships with clients, ensuring that support 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 by assessing talent and job duties and streamlining processes. Position Responsibilities: Client / Account Management Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail. Coordinate the maintenance, transfer, and pre closure tasks of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization. Act as a point of contact for escalations from the team reporting up through the manager, resolving complex issues and ensuring client satisfaction. Operational / Risk Responsibilities Work closely with trust advisor management team to ensure seamless support and coordination between team's advisory / relationship management and transactional client assistant teams. Provide guidance to the trust client assistants on best practices to coordinate the opening, maintenance, transfer, and pre closure tasks of trust accounts by obtaining necessary information from clients and financial advisors and working with other relevant teams across the trust organization. Identify opportunities for process improvements and implement changes to enhance efficiency and effectiveness. Team Management Oversee and manage a team of Trust Client Assistants, ensuring they have the resources and support needed to perform their roles effectively. Establish expectations and metrics that ensure the highest quality and timeliness of client service. Drive adherence to system best practices across all systems used by this team including, but not limited to, trust accounting systems, client relationship management software, and other systems. Monitor and evaluate the performance of team members, providing regular feedback and conducting performance reviews. Develop and implement training programs to enhance the skills and knowledge of the team reporting up through the manager. Recruit, train, mentor, and manage the trust team to ensure high performance, professional growth, and alignment with the organization's strategic goals. Monitor and manage the performance of trust client assistants, ensuring high levels of service and professional growth. Ensure team members are knowledgeable about trust regulations and compliance requirements. Position Qualifications: Bachelor's degree from an accredited university 5 years demonstrated experience in trust and estate administration or related experience Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: To Be Determined Based on Individual Experience 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.