Client Relationship Executive

5 days ago


Wilmington, Delaware, United States Wilmington Trust Full time
Key Responsibilities
  • Act as a single point of contact for key client relationships
  • Collaborate with operations and analytics teams to meet client objectives and deliverables
  • Identify business opportunities and develop strategies to secure new client mandates
  • Manage client onboarding, including account opening process, KYC procedures, and documentation review

Additional responsibilities include:

  • Calculating and verifying compliance testing and waterfall calculations
  • Performing hypothetical trade testing
  • Performing monthly and quarterly reconciliations for required reporting
  • Liaising with auditors, underwriters, CLO managers, investors, private debt managers, and other parties involved


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