Relationship Coordinator - Remote

Overview

As a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships and revenue streams, acting as the primary contact for clients.

In Short

• Support bankers in maintaining client relationships.
• Act as the primary contact for clients and prospects.
• Respond to client inquiries in a timely manner.
• Prepare presentations and execute special requests.
• Research account transactions and resolve discrepancies.
• Facilitate client-directed transactions.
• Manage new client adoptions and KYC processes.
• Maintain deal pipeline for prospects and revenue streams.
• Work in a hybrid model with both in-office and remote flexibility.
• Competitive compensation and benefits package.

Requirements

• Undergraduate degree, preferably in finance.
• Experience in a related field preferred.
• Series 7 and 63 recommended.
• Ability to interact effectively with clients and peers.
• Excellent oral and written communication skills.
• Ability to set and manage priorities.
• Entrepreneurial and highly motivated.
• Stable under pressure.

Benefits

• Diverse and inclusive work environment.
• Hybrid working model for flexibility.
• Generous vacation and personal days.
• Health and wellbeing benefits.
• Retirement savings plans and parental leave.
• Educational resources and matching gift programs.
• Employee Resource Groups for community engagement.
• Access to physical, emotional, and financial wellness benefits.