Asset & Wealth Management - Vice President-Client Services - Operations - Chicago

Asset & Wealth Management - Vice President-Client Services - Operations - Chicago

We are seeking a Vice President to lead the Client Services team within our Shareholder Services group, focusing on delivering high‑quality client service to our third‑party wealth clients and internal sales partners within the Asset & Wealth Management platform. The role involves managing a team, collaborating across multiple internal functions, and driving operational excellence for alternative investment vehicle client service.

• Manage a team of Analysts and Associates that support client relationships by serving as primary point of contact with clients & sales channels
• Collaborate with management of the client onboarding team to ensure partnership across teams
• Manage escalations and resolution for a full range of services including: supporting client onboarding, answering client inquiries for fund/portfolio information, any client‑related issues, and executing client lifecycle events
• Communicating and working closely with the sales force to provide high quality service to our clients
• Analyzing and problem solving, both independently and with the team
• Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
• Partnering with Management and other Service Representatives to build long term successful & scalable service models
• Working closely with the firm's trading desks on escalations related to trading activity on all client accounts
• Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service and relationship management
• Cultivating a service environment targeted towards enhancing the client experience

• Ability to deliver superior client service to internal and external clients
• Critical thinking, analytical, and problem‑solving skills
• Outstanding leadership, time management, and relationship management skills
• Resourceful individual with high intellectual curiosity