Relationship Management Coordinator
Core
Support Relationship Managers in delivering high-level client service by managing operational tasks, billing queries, contracts, and CRM activities within Fixed Income & Data Services.
Role type
operational support coordinator (fixed income & data services)
Builds
client deliverables, billing solutions, CRM reports, and financial reconciliations for clients in the EMEA region
Domain
financial services (fixed income & data services)
Deliverable
dashboards & analysis
Required skills
operational task execution, billing query resolution, contract review, CRM data entry and reporting, project assistance, financial report reconciliation, Microsoft Excel, AI workflows
Preferred skills
financial industry knowledge