Manager, Client Services

First Merchants Corporation Indianapolis, IN
Position Goals:

Implement strategy to align administrative responsibilities to support all divisions of the Private Wealth line of business.

Direct Management Received:

Under the general management of the Director, Client Services

Direct Management Exercised:

Client Services Specialist in one or multiple locations

Essential Duties and Responsibilities:

1. Modify, implement and execute work flow processes to support the administrative needs of Private Wealth lines of business (Personal Trust, Retirement Plan Services, Investment Management, Client Development and Operations).

2. Implement processes relative to the Private Wealth line of business to ensure compliance with administrative roles and responsibilities.

3. Monitor regulatory requirements to ensure compliance with administrative roles and responsibilities.

4. Onboarding and off-boarding Private Wealth employees.

5. Supply procurement for all of Private Wealth.

6. Provide additional support in the absence of Client Services Specialists.

7. Oversee high-level projects to broaden the knowledge base.

8. Cross-train Client Services team, leveraging the team's strengths and capabilities.

9. Responsible for the direct management and development of Client Service Specialist.

a. Provide balance feedback through ongoing informal coaching.

b. Participate in the recruiting and hiring of Client Services team.

c. Complete Annual Performance Evaluations.

10. Support the Director in rolling out Private Wealth wide initiatives.

Knowledge, Skills and Abilities:

In addition to the list below, it is understood that all positions with the company require individuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Core competencies have been identified as relevant to every position within the company and include: Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self Development & Knowledge, Dealing with Change, Decision Quality, and Informing.

Competencies:

Communication

(Verbal Communication and Written Communication)

* Listens, shows interest

* Demonstrates appropriate non-verbal skills and clarifies with questions and paraphrases

* Informs, encourages the exchange, access and sharing of information

* Modifies communication style appropriately

* Is able to write clearly and succinctly to get messages across to the intended receiver for the desired effect

Decision Quality

* Makes good decisions using analysis, experience and judgment

* Most solutions are accurate when judged over time

* Sought out by others at First Merchants for advice and solutions

Managing Time & Priorities

* Uses his/her time effectively and efficiently

* Focuses efforts on important priorities

* Accomplishes more tasks and assignments in less time

* Can attend to several priorities at a time

* Eliminates roadblocks and stays focused

* Plans daily tasks so important work is accomplished

* Uses workplace tools, technology or personal methods to keep track of priorities and assignments

* Prioritizes and works on multiple tasks effectively while maintaining high quality work results

Working Relationships

(Boss Relationships and Peer Relationships)

* Works well in cooperation with others for the benefit of the company

* Receives and carries out instruction in a positive manner

* Responds well to constructive critique from manager and peers

* Remains open to learning and coaching

* Viewed as a team player by being cooperative and collaborative

Managerial Courage

* Manages all kinds and classes of people equitably; deals effectively with all races, nationalities, cultures, disabilities, ages and gender; hires variety and diversity without regard to class

* Supports equal and fair treatment and opportunity for all

* Understands group dynamics and what people value and need to be successful

Managing Process and Work

(Process Management, Delegation, Planning, Problem Solving, Organizing)

* Understands how assigning important tasks and decisions will develop the breadth and depth of the team and individuals

* Is good at establishing clear directions and objectives

* Distributes workload appropriately and fairly

* Lays out work in a well-planned and organized manner

* Maintains two-way dialogue with others on work and results

* Appropriately shares both responsibility and accountability when delegating assignments and trusts employees to perform and finish assignments

* Looks beyond the obvious to find more than one option/solution to choose from

* Can find common ground and solve problems for the good of all involved

* Gains perspective by asking others for their input before implementing solutions

* Can multi-task to accomplish goals

* Keeps information and files arranged to accomplish work

LocationMeridian PlazaWork HoursFT, Mon-Fri, 8a-5pRequirementsPosition Requirements:

Education - Associate degree or equivalent in finance, accounting, management or a related field.

Experience - Over three (3) years of experience in a trust related field or equivalent, including two (2) or more years of management experience.

Other - None

Preferred Requirements:

Education - Bachelor's degree or equivalent in finance, accounting, management or a related field.

* Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

* Please view Equal Employment Opportunity Posters provided by OFCCP here.

* The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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