
Relationship Management Support Specialist
2 weeks ago
Job Title: Relationship Management Support Specialist
">We are seeking a skilled and detail-oriented Relationship Management Support Specialist to join our team. In this role, you will provide critical support to Relationship Managers (RMs) and Investment Managers (IMs) in their daily activities.
">Key Responsibilities:
">- Schedule management: Coordinate and schedule client meetings, appointments, and other events with RMs and IMs.
- Communication liaison: Act as the primary point of contact for clients, responding to queries, resolving issues, and escalating concerns as needed.
- Data management: Maintain accurate and up-to-date records of client interactions, transactions, and communication.
- Process support: Assist RMs and IMs in executing business processes, ensuring timely completion and compliance with regulations.
Requirements:
">- High school diploma or equivalent
- 1-2 years of experience in customer service or a related field
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
Benefits:
">- Competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
Why Join Us:
">Our company values its employees and offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional growth and development through training programs and mentorship initiatives.
">As a Relationship Management Support Specialist, you will play a critical role in supporting the success of our RMs and IMs. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity
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