Relationship Coordinator

Description :Job Title: Relationship CoordinatorCorporate Title: AssociateLocation: Jacksonville, FLOverviewAs a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day to day contact for clients. You will act independently as a liaison between clients, bankers, and operations staff, responding to client inquiries in a timely and accurate manner. You will have substantial, direct interaction with clients and prospects, fielding inquiries, doing research, preparing presentations, and executing special requests. You will have a general knowledge of all Private Wealth Management products and services, guidelines and procedures and be able to research account transactions records to resolve discrepancies and answer questions or provide documentation on client activities.What We Offer YouA diverse and inclusive environment that embraces change, innovation, and collaborationA hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer daysEmployee Resource Groups support an inclusive workplace for everyone and promote community engagementCompetitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefitsEducational resources, matching gift, and volunteer programsWhat You’ll DoProvide back-up coverage when bankers are unavailable, provide timely and accurate follow-up for assigned projects, serve as primary contact for clients, handle problems before they become significant, and prepare customized reports/summaries as it is neededOrganize and maintain files, correspondence, and records in accordance with policy; facilitate client directed transactions (including account closures, maintenance, etc.)Responsible for new client adoptions – Know Your Client (KYC), account opening, etc.; manage and drive all Event Driven Reviews and regularly review KYCs to completionProvide support to assigned banker(s) in acquisition of new clients and revenue streams; maintain deal pipeline to reflect current prospects, active deals, and revenue estimatesSkills You’ll NeedUndergraduate degree, bachelor’s degree in finance related field preferredExperience in a related field a preferenceSeries 7 and 63 recommendedAbility to interact effectively with clients, managers, and peersSkills That Will Help You ExcelAbility to set and manage prioritiesEntrepreneurial and highly motivatedExcellent oral and written communication skillsStable under pressureExpectationsIt is the Bank’s expectation that employees hired into this role will work in the Jacksonville, Florida office in accordance with the Bank’s hybrid working model.Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.The salary range for this position in Jacksonville, FL is $63,500 to $70,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.Deutsche Bank BenefitsAt Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click to learn moreLearn more about your life at Deutsche Bank through the eyes of our current employees: The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email .#LI-HYBRIDWe strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.We welcome applications from all people and promote a positive, fair and inclusive work environment.Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view and the following notices: ; ; and .