Client Service Manager II
On-site · Newark, Delaware, United States
Job Summary
Client Service Manager II leading a team delivering exceptional client service and operational support for equity derivatives and brokerage services. Responsibilities include addressing client inquiries, processing transactions, troubleshooting issues, and identifying opportunities to refer services based on client needs; applying knowledge of banking principles, market products, and industry regulations to support strategic planning, change management, and stakeholder impact mitigation. Role involves monitoring trade lifecycle, ensuring straight-through processing, onboarding clients, building strong client relationships, and driving process automation and analytics to optimize service delivery and reduce risk. Schedule aligns with business needs (e.g., 8:00am–5:00pm or 12:00pm–9:00pm), with Newark, DE as the listed location.
Required Qualifications
- 5+ years of experience in a client service or related role within a financial institution
- Strong communication and relationship-building skills
- Experience in change management and strategic communications
- Proficiency in digital literacy and adoption of new technologies
- Analytical, technical, and problem-solving skills
- Ability to work under high pressure in a high-volume environment
- Onboarding experience and understanding of equity trade lifecycle (preferred)
- Knowledge of securities industry and back-office operations (e.g., maturities, equities, fixed income, custody services) (preferred)
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