Join Bill Gosling as the Global Client Service & Trust Manager and lead client engagement strategies while excelling in trust accounting processes. This role emphasizes proactive solutions and relationship management.
As a key liaison, you will streamline transactional processing within CRM environments and manage client trust accounts. Your efforts will focus on maintaining compliance with ethical obligations and fostering strong connections with clients and internal stakeholders. You will also oversee coaching for the Client Service Team to enhance service delivery.
Key Responsibilities:
• Act as the trusted advisor and global point of contact
• Conduct business reviews to align with client goals
• Ensure timely payment postings and disbursement integrity
• Support audits by providing accurate and relevant reports
• Drive improvement projects to enhance process consistency
Requirements:
• Expertise in trust accounting and client service management
• Stro...