Client Relationship Associate Job Description Template
Our company is looking for a Client Relationship Associate to join our team.
Responsibilities:
- Compliance with all business processes and regulatory requirements;
- Preparation of prospect and client facing presentations and correspondence;
- Initiation of new account opening, maintenance, account closing and gifting, cash processing, including documentation and client notification;
- Client and intermediary contact including specialized reporting;
- Calendar management, travel and expense reports;
- Client Advocacy: keeping track of client-specific requirements and ensuring expectations are communicated to the Investigations team.
Requirements:
- Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative work environment;
- Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work;
- 2+ years of administrative or operations experience;
- Knowledge of wealth management and/or trust business, ideally in the high-net-worth space (private bank, RIA, trust company, etc.) preferred;
- Displays intellectual curiosity, analytical skills, critical thinking and sound judgment in problem resolution of moderate complexity;
- Bachelor’s degree preferred;
- Demonstrated skill using a variety of computer systems and platforms, including Google Apps and CRM and/or Case Management software;
- Impeccable writing skills, a strong phone presence, and professional demeanor that facilitate successful client interactions;
- Strong ability to identify appropriate resources for research and problem resolution;
- 2 years of experience in a client-facing role.