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Provides relationship management oversight of assigned institutional client accounts with an established or new book of business. Working in a team environment, provides account specific administration and client services to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Works with management team and Client Development to grow the business. Provides guidance, mentoring and training to less experienced personnel.
Provides relationship management oversight of assigned institutional client accounts with an established or new book of business. Working in a team environment, provides account specific administration and client services to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Works with management team and Client Development to grow the business. Provides guidance, mentoring and training to less experienced personnel.
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London, GBR
London, GBR
, USA
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, USA
Paramus, USA
Toms River, USA
Buffalo, USA
Bachelor's degree and a minimum of 3 years’ relevant experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ relevant experience
Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
Detail-oriented
Excellent customer service skills
Excellent verbal and written communication skills
Strong organizational skills
Strong leadership skills
Strong problem-solving skills
Strong decision-making skills
Bachelor’s Degree in Finance or Business
Minimum of 5 years’ relevant experience
Retirement or Trust administration experience
A diversified financial services company providing banking and wealth management.
Visit company websiteJobs and hiring trendsUSD 82100-136900 yearly / year
Full-time
Mid · 3+ years experience
Hybrid
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