Assistant Relationship Manager

3 weeks ago


Stamford, United States Partnership Employment Full time

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.



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