Assistant Relationship Manager

Talentmate

An Assistant Relationship Manager plays a crucial role in supporting the Relationship Manager in the preservation and growth of client relationships. This position is essential in ensuring that the clients receive the highest level of service and attention. The ideal candidate will have excellent interpersonal and communication skills, enabling them to engage effectively with clients and address their needs proficiently. Knowledge of financial products and services is critical to provide valuable insights and assistance to both clients and the Relationship Manager. An Assistant Relationship Manager is expected to be proactive, organized, and capable of multitasking in a fast-paced environment. They act as a connecting line between the client and the organization, ensuring client satisfaction and loyalty.

Responsibilities

• Assist in managing client accounts and maintaining positive customer relationships.
• Develop an understanding of clients' financial needs and offer the appropriate solutions.
• Coordinate and assist with the execution of transactions and client instructions.
• Conduct regular follow-ups with clients to ensure their needs are met effectively.
• Support the Relationship Manager in preparing client-centric documents and presentations.
• Research financial products and market trends to provide timely advice and insights.
• Collaborate with internal teams to ensure seamless delivery of services to clients.
• Respond to client inquiries and resolve issues promptly with exceptional customer service.
• Maintain detailed records of client interactions and transactions.
• Assist in identifying potential business opportunities with existing or new clients.
• Prepare reports on client account status and progress towards service objectives.
• Engage in professional development to stay informed about industry trends and products.

Requirements

• Bachelor s degree in finance, business administration, or a related field.
• Minimum of two years experience in client service or a financial institution role.
• Strong understanding of financial products, services, and market dynamics.
• Exceptional communication skills, both verbal and written, for client interaction.
• Ability to manage multiple priorities and tasks in a high-paced environment.
• Proficient use of CRM software and other client management systems is preferred.
• Detail-oriented with excellent organizational and problem-solving skills.