Assistant Relationship Manager
3 weeks ago
Bank in Stamford is looking to hire an Assistant Relationship Manager
- Position Summary: Provides first point of contact with client service needs. In addition, duties will include support for relationship managers and trust officers in the areas of trust administration, estate settlements and portfolio management. Additional include marketing campaign support, assistance with onboarding new relationships, processing transactions, maintaining/updating client records which would include notations within call tracking system on client contact, preparing meeting materials, scheduling client meetings and supporting with client events.
- Essential Duties and Responsibilities: Interfaces with clients for day-to-day service needs and supports outbound client contact to include setting clients meeting, quality control with onboarding and help the sales or operations team as capacity will allow with daily activities. Resolves client issues efficiently.
- Ensures achievement of all business objectives in partnership with relationship managers, trust officers, and immediate supervisor. Keeps up with industry trends that may increase high sales potential and other opportunities. Informs relationship managers and trust officers of new sales and cross-selling opportunities.
- Reconciles portfolio statements with custodian records to ensure accuracy of internal records. Ensures that compliance to client mandate and portfolio models are met. Assists in monitoring and rebalancing portfolios.
- Maintains integrity of portfolios in partnership with trust officers and relationship managers. Performs all administrative duties for all portfolio activities, including performing income projections and analysis for accounts and trusts, and assisting with probate accountings. Responds to client inquiries and requests for information, and serves as an alternate contact in absence of Trust Officers. Prepares correspondence and updates investment management agreements. Develops and updates investment policy statements for all accounts and ensures compliance with targets.
-
Assistant Relationship Manager
3 weeks ago
Stamford, United States Partnership Employment Full timeBank in Stamford is looking to hire an Assistant Relationship ManagerPosition Summary: Provides first point of contact with client service needs. In addition, duties will include support for relationship managers and trust officers in the areas of trust administration, estate settlements and portfolio management. Additional include marketing campaign...
-
Relationship Manager
1 week ago
Stamford, United States Zero Hash Full timeAbout the role: Zero Hash's Client Services team is looking for an accomplished Relationship Manager with B2B experience focused on building and growing relationships and ultimately scaling revenue. The ideal candidate will have a passion for problem solving, developing relationships, managing complex out-of-the-box solutions and thinking critically about...
-
Relationship Manager
13 hours ago
Stamford, United States Zero Hash Full timeAbout the role: Zero Hash's Client Services team is looking for an accomplished Relationship Manager with B2B experience focused on building and growing relationships and ultimately scaling revenue. The ideal candidate will have a passion for problem solving, developing relationships, managing complex out-of-the-box solutions and thinking critically about...
-
Business Banking Relationship Manager
1 week ago
Stamford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Business Banking Relationship Manager
11 hours ago
Stamford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Business Banking Relationship Manager
1 week ago
Stamford, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
-
Business Banking Relationship Manager I
1 week ago
Stamford, United States Citizens Financial Group, Inc. Full timeJob Description Job ID 32942 Full/Part Time Full Time Shift 1ST Posting Start Date 05/13/2024 Posting End Date 06/13/2024 Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients...
-
Business Banking Relationship Manager I
1 week ago
Stamford, United States Citizens Bank Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Relationship Development Executive
2 months ago
Stamford, United States Coalition Greenwich (a division of CRISIL) Full timeAbout CRISIL Limited:CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better.It is India’s foremost provider of ratings, data, research, analytics and solutions with a strong track record of growth, culture of innovation, and global footprint.It has delivered independent opinions,...
-
Assistant Manager Trainee
2 weeks ago
Stamford, United States Coastal Connections Connecticut Full timeJob DescriptionJob DescriptionCoastal Connections is a premier marketing and promotions firm specializing in direct marketing campaigns in Stamford. Our nationally accredited management team is our reason for continued success and development. As we begin to launch new direct marketing campaigns for an essential service provider, we need an Assistant Manager...
-
Assistant Manager Trainee
6 days ago
Stamford, United States Coastal Connections Connecticut Full timeJob DescriptionJob DescriptionCoastal Connections is a premier marketing and promotions firm specializing in direct marketing campaigns in Stamford. Our nationally accredited management team is our reason for continued success and development. As we begin to launch new direct marketing campaigns for an essential service provider, we need an Assistant Manager...
-
Relationship Development Executive
3 weeks ago
Stamford, United States Coalition Greenwich (a division of CRISIL) Full timeAbout CRISIL Limited:CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better.It is India’s foremost provider of ratings, data, research, analytics and solutions with a strong track record of growth, culture of innovation, and global footprint.It has delivered independent opinions,...
-
Relationship Development Executive
3 weeks ago
Stamford, United States Coalition Greenwich (a division of CRISIL) Full timeAbout CRISIL Limited:CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better.It is India’s foremost provider of ratings, data, research, analytics and solutions with a strong track record of growth, culture of innovation, and global footprint.It has delivered independent opinions,...
-
Assistant Manager
2 days ago
Stamford, United States Careers@Gov Full timeNHB has embarked on its Public Sector Transformation (PST) journey and has made significant inroads into transforming key business processes, introducing digitalisation initiatives and uptake amongst staff, as well as increasing digital maturity and capability development. The re-design and optimisation of business processes is crucial to allow staff to...
-
Assistant Manager
8 hours ago
Stamford, United States Careers@Gov Full timeNHB has embarked on its Public Sector Transformation (PST) journey and has made significant inroads into transforming key business processes, introducing digitalisation initiatives and uptake amongst staff, as well as increasing digital maturity and capability development. The re-design and optimisation of business processes is crucial to allow staff to...
-
Assistant Manager
4 weeks ago
Stamford, United States Rocky's Ace Hardware Full timePosition Summary:The Assistant Store Manager is to oversee the daily retail operations, insure the highest standards of Helpful customer service, and direct those projects and responsibilities assigned and delegated by the Store Manager.Essential Duties:• Open and close the store• Safety and security, as assigned• Knowledge of overall store policies,...
-
Assistant Manager
1 week ago
Stamford, Connecticut, United States REXEL Full timeThe Assistant Manager position will be based in our Fairfield, CA location For the state of California only, the pay range is $24.00 to $30.00, depending upon qualifications, experience, and other considerations permitted by law. Commission/Bonus Plan: Platt Branch Management Pool Plan SummaryThe Assistant Manager is responsible for assisting in the...
-
Assistant Manager
10 hours ago
Stamford, Connecticut, United States REXEL Full timeThe Assistant Manager position will be based in our Fairfield, CA location For the state of California only, the pay range is $24.00 to $30.00, depending upon qualifications, experience, and other considerations permitted by law. Commission/Bonus Plan: Platt Branch Management Pool Plan SummaryThe Assistant Manager is responsible for assisting in the...
-
Trainee Assistant Sales Manager
3 weeks ago
Stamford, United States Betfred Full timeOverview The Betfred Group has grown to become a leading global betting and gaming business. From our humble beginnings in Salford in the sixties, we have always differentiated ourselves by offering real value and a great customer experience, the same qualities that are at the heart of our business today. Today, Betfred is a well-known brand on the...
-
Trainee Assistant Sales Manager
14 hours ago
Stamford, United States Betfred Full timeOverview The Betfred Group has grown to become a leading global betting and gaming business. From our humble beginnings in Salford in the sixties, we have always differentiated ourselves by offering real value and a great customer experience, the same qualities that are at the heart of our business today. Today, Betfred is a well-known brand on the...