FI Associate Relationship Manager
Core
Supporting a growing portfolio of clients with banking needs including deposits, new accounts, and cash management within the Financial Intermediaries sector.
Role type
Associate Relationship Manager
Builds
Banking services for regulated trust and corporate service providers, Wealth Managers, Private Family Offices, Captives, and Life Companies
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Client relationship management, account administration, account opening support, compliance adherence, problem solving, organization, collaboration
Preferred skills
Experience with regulated trust and corporate service providers, knowledge of onboarding and cash management processes, prior support of Relationship Managers
Technologies
None stated
Responsibilities
Manage daily banking activities including deposits and account administration, support client meetings and follow-up actions, progress new account enquiries, partner with ARMs to ensure smooth desk operations, follow compliance procedures and escalate non-compliance issues
Seniority
Associate, entry-to-mid level IC