Manager Client Onboarding
This role manages a team of fiduciary analysts who are responsible for onboarding new business requests for Personal Trust, Institutional Trust, Private Wealth, and Comerica Advisor Solutions, validating that all policy, procedural and regulatory requirements are adhered to, and that proper supporting documentation is present. Ensures the proper operational procedures are followed to manage risk and control losses. Responsible for administering the employee performance management process for direct reports and managing to establish departmental goals. The Trust Team Leader is responsible for managing Fiduciary Analysts and Sr. Fiduciary Analysts, and UHNW Business Specialists, currently 14 in total. The Team Leader provides technical guidance and direction on complex operational and client service issues and manages workflow and serves as an escalation point for issues that may arise. The position monitors, coaches and provides for training and development needs. Completes interim and annual performance reviews for assigned staff. The Team Leader participates on assigned departmental projects for timely and accurate completion.
Position Responsibilities:
Leadership / Management
- Interacts with Sr. Trust Leadership, direct reports, and others to establish priorities, coordinate workflow and review output.
- Manage and develop staff through the effective use of the Performance Management Process (PMP).
- Monitors and coaches the training and development needs of Fiduciary Analysts.
- Evaluates and adjusts workloads to ensure maximum efficiencies in coordination with communicating of business goals and objectives to staff.
- Participate on team projects for timely and accurate completion.
- Coordinate workflow to provide optimum efficiency and productivity and ensuring effective service quality standards are met.
- Open difficult accounts, with significant risk
- Identify opportunities to improve service efficiencies.
Customer Service / Quality / Retention
- Provide technical guidance and direction to Analysts and Sr. Analysts on complex operational client issues.
- Ensure support staff provides the highest quality client service by achieving key performance goals.
Position Qualifications:
- Bachelor's degree from an accredited university in Accounting, Finance, Management, or other related focus
- 5 years of experience in Trust & Estate Sales and/or Consulting
- 3 years of experience in managing and leading workflows
- 3 years of experience in working with trust accounting systems
- 3 years of experience with client service expectations in a financial services field
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
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Comerica Bank
life insurance, parental leave, paid time off, sick time, 401(k)
Apr 12, 2025