Relationship Manager

Responsibilities 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 #J-18808-Ljbffr