Portfolio Management Client Care Coordinator

PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR What Is the Opportunity? Coordinates client and operational support to a Portfolio Management Team to deliver exceptional client/business partner experience. Assist the Portfolio Management Team to solve client and advisor issues as it relates to operational and logistical inquiries. Acts as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client Relationship colleagues. This person may also provide some office management support with regards to office and equipment repairs and maintenance. What Will You Do? Assist the Portfolio Management team to solve client and advisor issues as it relates to Operational and logistical inquiries. Act as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client Relationship colleagues. Ensures partner/client information is accurate and adheres to regulatory and compliance requirements. Provide exceptional service to partners/clients in order to uphold high-quality service to maximize relationship growth and retention. Provide support for webinars and partner/client outreach efforts. Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement of scheduling meetings, creating and distributing materials, as well as some travel planning and submitting expense reports. Assists Portfolio Management team in expanding growth opportunities by identifying efficient ways to reach out to partners/clients. May have additional responsibility to occasionally provide coverage to other PM teams. Utilizes appropriate applications and technology to ensure smooth operations for the PM teams. Assists in gathering information from various sources to adhere to regulatory requirements. Direct contact with partners/clients to request documentation/information. May have responsibilities with coordination of the office, such as logistics associated with maintenance of equipment and premises. What Do You Need to Succeed? Required Qualifications H.S. Diploma Minimum 4 years in a client relationship support capacity Minimum 4 years of computer experience required (e.g. Microsoft Word, Excel, Outlook, and Powerpoint) Minimum 4 years’ experience working in a professional team environment required. Additional Qualifications Bachelor’s Degree or equivalent Preferred Excellent verbal and written communication skills. Ability to effectively communicate with all levels of Bank personnel and customers. Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc. Strong interpersonal and organizational skills with the ability to manage multiple priorities. Ability to pay close attention to detail. What’s in it for you? Compensation Starting base salary: $25.93 – $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Inclusion and Equal Opportunity Employment City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr