Relationship Management, Off
About The Position
The Officer – Asset Owner Relationship Manager (AO RM) provides day-to-day, reactive relationship management support for a portfolio of Asset Owner clients within the North American Asset Owner segment. This role focuses on maintaining strong client service delivery, responding to client needs, and supporting senior Relationship Managers and Sales partners in managing established client relationships. The Officer AO RM develops a solid understanding of the client’s business and the services provided, with the objective of ensuring a high-quality client experience and timely resolution of service matters. The role is primarily reactive in nature, responding to client inquiries, service issues, and operational needs, while supporting proactive initiatives led by senior coverage officers. You will be part of the Institutional Services organization, which delivers a comprehensive, coordinated approach to client relationships across products, services, and regions. The Officer AO RM plays a critical role in supporting client satisfaction, service continuity, and internal coordination, helping ensure clients experience consistent, best-in-class service.
Requirements
- Strong verbal and written communication skills
- Ability to manage multiple requests in a responsive, organized, and detail-oriented manner
- Ability to collaborate effectively with internal partners across functions
- Developing understanding of client businesses, challenges, and service requirements
- Commitment to delivering high-quality client service and building trust
- Bachelor’s degree or equivalent experience.
- 5–8 years of total work experience preferred.
- Prior experience in Financial Services, Client Service, or Relationship Management.
- Foundational knowledge of the financial services industry
Responsibilities
- Support a grouping of client relationships under the guidance of Senior Relationship Managers and Sales partners.
- Act as a primary point of contact for day-to-day, reactive client needs, inquiries, and service-related requests.
- Monitor and respond to client service issues, partnering with internal teams to drive issues through to resolution.
- Support ongoing monitoring of client satisfaction and service quality, including maintaining client sentiment trackers where required.
- Assist with coordination across client delivery, product groups, regional teams, and internal partners to ensure seamless service delivery.
- Maintain accurate and up-to-date client information in SF360 CRM, including contacts, meetings, service interactions, and relevant updates.
- Support preparation of client materials, including meeting decks, presentations, RFP responses, and internal business overviews.
- Assist with onboarding of new assets, account changes, and risk management activities to ensure smooth execution and positive client experience.
- Support completion of Due Diligence Questionnaires and other client documentation when received.
- Escalate material service issues or risks to senior coverage officers as appropriate.
- Partner with senior team members to support retention of existing revenue streams and client relationships.
Benefits
- our retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
