Senior Manager, Trust Support - Remote

Overview

We are a profitable, mission-driven fintech company that provides quality financial solutions for people whose needs go unmet by traditional institutions. We serve people with complex needs and those who care for them, and it is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives.

In Short

• Provide direct client support for account administration.
• Manage and support a small client services team across US timezones.
• Own and improve tech systems and workflows that power client services.
• Collaborate with cross-functional teams to address escalated issues.
• Serve as a resource on client calls related to operational questions.
• Support the onboarding and transition of new clients.

Requirements

• 5+ years of experience in client services or trust operations.
• Proven experience in team leadership and people management.
• Ability to manage complex workflows and prioritize demands.
• Strong organizational skills and attention to detail.
• Analytical thinking and problem-solving capabilities.
• Comfort with flexible workloads and supporting frontline teams.
• Proficiency in professional email communication.
• Familiarity with financial products or fiduciary services.
• Experience in cross-functional collaboration.
• Experience in developing processes for client services.

Benefits

• Startup energy with the professionalism of a financial services firm.
• Potential to reach a large addressable market.
• Grateful customers and a meaningful service.
• Respectful and inclusive workplace culture.
• Competitive wages and comprehensive benefits.
• Fun virtual and in-person team connections.