Assistant Manager, Customer Services
Core
Support Relationship Managers in identifying, originating, and developing client relationships while performing customer service duties and processing transactions.
Role type
Assistant Manager, Customer Services (Banking)
Builds
Client relationships, transaction documentation, and investment monitoring for high net worth customers.
Domain
Financial Services / Banking
Required skills
Client relationship management, cross-selling, transaction processing, credit approval support, market analysis, account opening, regulatory compliance
Preferred skills
High net worth customer servicing experience, proactive learning attitude
Technologies
Banking systems, transaction platforms
Responsibilities
Maintain communications with clients to assess needs and risk profile, participate in client meetings to acquire relationship management techniques, prepare transaction documentation for credit approvals, process credit approvals and investment transactions, assist Relationship Managers in monitoring investment progress and providing reporting, open accounts and prepare follow-up documentation, provide updated market information to clients and Relationship Managers, attend client meetings to record minutes and produce summaries.
Seniority
Mid-level (4-5 years experience)