Client Data Manager III

Position Summary:

As a Client Data Manager III, you will be responsible for planning, organizing and overseeing activities and staff for Custody Services.

You will work within stringent time constraints and in a high volume, dynamic environment.

You will recommend and implement specific procedures in an effort to maximum effectiveness and efficiency of processes; establish operational policies and budgets; ensure adherence to applicable agency guidelines; and make timely recommendations for production/service improvements.

Job Responsibilities:


* Responsible for managing a major department within Custody Services, including the implementation of operational policies and plans.


* Recommend and implement enhancements to improve effectiveness and efficiency of services and systems.


* Manage resources and operating expenses.

Resolve escalated complex customer issues.


* Manage, coordinate, and direct the operations of up to 15 employees.

Manage and direct overall team activities and monitor progress.


* Define and measure performance standards, staff development as well as building and maintaining a positive work environment.


* Prepare annual performance appraisals, monthly feedback sessions, continuous development plans, and communicate to staff.


* Adherence to policies and procedures, while seeking opportunities to improve processes and operating efficiency.


* Build collaborative internal and external relationships.

Leverage tools to track and maximize team performance.


* Develop strategic plans to facilitate meeting long-term goals and future investment planning.


* Proactively identify hidden problems and patterns in data and use these insights to drive improvements to processes.


* Strong analytical skills to assess process needs and identify opportunities for optimization.


* Analyze existing business processes to identify areas for improvement and automation.

Required Qualifications, Capabilities, and Skills:


* Proven people management skills to include setting objectives, providing performance feedback, evaluating and rewarding performance


* Planning and budget management skills


* Strong technical aptitude and analytical skills


* Independent decision making


* Ability to find creative solutions for complex issues


* Able to meet deadlines and multi-task and Ability to build high performing teams


* Proven interpersonal and team-oriented skills


* Ability to handle employee and peer situations with professionalism and tact


* Must have exceptional communication skills with ability to communicate with all levels of management and staff


* Ability to communicate effectively, build and maintain rapport with customers, peers, third parties, investors, colleagues, and other departments


* Ability to motivate, develop and retain talent and Ability to learn and explain detailed processes

Preferred Qualifications, Capabilities, and Skills:
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