Key skills
Communication
About this role
Role Overview
- Provides relationship management oversight of assigned institutional client accounts.
- Working in a team environment, provides account specific administration support and client service tasks to support the business.
- Submit activity for processing in a timely and accurate manner and based on client directives.
- Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
- Submit annual account reviews for assigned accounts in a timely manner or as directed.
- Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
- Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
- Maintain client communications on regulatory, legal, accounting and trust matters.
- Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
- Remain current on industry trends and regulatory items.
Requirements
- Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year 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
- Proven organizational skills
- Proven problem-solving skills
- Strong decision-making skills
Benefits
- Health insurance
- Retirement plans
- Paid volunteer time