Relationship Associate - Remote

Overview

The Relationship Associate is responsible for day-to-day client servicing, monitoring and analyzing processes, and formulating recommendations based on data interpretation.

In Short

• Provide day-to-day client servicing.
• Handle and resolve client issues in a timely manner.
• Validate client data and documentation.
• Coordinate across internal departments to meet client needs.
• Analyze client data and provide necessary reporting.
• Assess risk in business decisions.
• Ensure compliance with applicable laws and regulations.
• Provide feedback on product needs and improvements.
• Develop working knowledge of industry practices.
• Impact is primarily within the team.

Requirements

• 0-2 years of relevant experience.
• Bachelor's degree required.
• Good understanding of client servicing and data analysis.
• Ability to formulate policies and recommendations.
• Strong communication skills.
• Understanding of risk assessment in business.
• Ability to work collaboratively across teams.
• Attention to detail.
• Ethical judgment in business practices.
• Willingness to learn and develop industry knowledge.

Benefits

• Equal opportunity employer.
• Consideration for all qualified candidates.
• Accessibility accommodations for applicants with disabilities.
• Opportunity for professional development.
• Engagement in a diverse work environment.