Relationship Management Coordinator
Core
Support Relationship Managers in delivering high-level client service by handling operational tasks, billing queries, contract reviews, and CRM activities within Fixed Income & Data Services.
Role type
Operational support coordinator for relationship management
Builds
Client deliverables, billing processes, CRM data, and financial reports for Fixed Income & Data Services clients
Domain
Financial services (Fixed Income & Data Services)
Deliverable
dashboards & analysis
Required skills
Contract review, billing query resolution, CRM data entry and reporting, financial report reconciliation, Microsoft Excel, process refinement
Preferred skills
Financial industry knowledge, AI workflow familiarity
Responsibilities
Carry out daily operational tasks relating to entitlements systems, assist with day-to-day billing queries, review contracts, assist with CRM activity and reporting, manage ad-hoc projects, work on account revenue reports and service mappings, consolidate weekly/monthly CRM reporting, reconcile financial/product reports with stakeholders
Seniority
Individual contributor, operational level