Assistant Relationship Manager 19D25

An Assistant Relationship Manager plays a crucial role within the financial services sector, acting as a bridge between the client and the organization. The main task involves helping to manage and nurture strong relationships with clients to ensure their satisfaction and the company’s growth. This role requires a proactive individual who can work closely with Relationship Managers to deliver exceptional service, assist in the management of client portfolios, and address any client issues. You will often handle administrative tasks but are also expected to identify new business opportunities to expand the client base. If you are someone who enjoys building relationships, has strong organizational skills, and can communicate effectively, this position might be the ideal fit for you.

Responsibilities

• Assist senior Relationship Managers in developing and maintaining strong client relationships.
• Schedule and prepare materials for meetings and client presentations.
• Manage the administrative tasks associated with client accounts and documentation.
• Promptly address client inquiries, ensuring effective communication and service delivery.
• Help in identifying potential new business opportunities and revenue streams.
• Support the Relationship Manager in developing tailored financial strategies for clients.
• Coordinate with internal departments to ensure seamless service provision to clients.
• Update and maintain detailed and accurate records of all client interactions.
• Monitor client satisfaction and proactively address issues to retain client loyalty.
• Analyze market trends to anticipate client needs and enhance business offerings.
• Provide backup support to the Relationship Manager during their absence.
• Facilitate onboarding and orientation for new clients to the organization.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of two years experience in a similar role within the financial services sector.
• Strong communication skills, both written and verbal, to interact with clients effectively.
• High level of organization and attention to detail in task management.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in Microsoft Office Suite and relevant CRM software tools.
• Knowledge of financial products, banking practices, and client relationship management.