Client Data Manager III

Position Summary

As a Client Data Manager III, you will be responsible for planning, organizing and overseeing activities and staff for Custody Services. You will work within stringent time constraints and in a high volume, dynamic environment. You will recommend and implement specific procedures in an effort to maximum effectiveness and efficiency of processes; establish operational policies and budgets; ensure adherence to applicable agency guidelines; and make timely recommendations for production / service improvements.

Job Responsibilities

• Responsible for managing a major department within Custody Services, including the implementation of operational policies and plans.
• Recommend and implement enhancements to improve effectiveness and efficiency of services and systems.
• Manage resources and operating expenses. Resolve escalated complex customer issues.
• Manage, coordinate, and direct the operations of up to 15 employees. Manage and direct overall team activities and monitor progress.
• Define and measure performance standards, staff development as well as building and maintaining a positive work environment.
• Prepare annual performance appraisals, monthly feedback sessions, continuous development plans, and communicate to staff.
• Adherence to policies and procedures, while seeking opportunities to improve processes and operating efficiency.
• Build collaborative internal and external relationships. Leverage tools to track and maximize team performance.
• Develop strategic plans to facilitate meeting long-term goals and future investment planning.
• Proactively identify hidden problems and patterns in data and use these insights to drive improvements to processes.
• Strong analytical skills to assess process needs and identify opportunities for optimization.
• Analyze existing business processes to identify areas for improvement and automation.

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills

About Chase

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer / Disability / Veterans

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