Relationship Coordinator - Associate

Deutsche Bank

106d • $63,500 - $70,000

About The Position

As 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.

Requirements

• Undergraduate degree, bachelor’s degree in finance related field preferred.
• Experience in a related field is a preference.
• Series 7 and 63 recommended.
• Ability to interact effectively with clients, managers, and peers.

Nice To Haves

• Ability to set and manage priorities.
• Entrepreneurial and highly motivated.
• Excellent oral and written communication skills.
• Stable under pressure.

Responsibilities

• Provide 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.
• Prepare customized reports/summaries as needed.
• Organize 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 completion.
• Provide support to assigned banker(s) in acquisition of new clients and revenue streams.
• Maintain deal pipeline to reflect current prospects, active deals, and revenue estimates.

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration.
• A hybrid working model, allowing for in-office / work from home flexibility.
• Generous vacation, personal and volunteer days.
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement.
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits.
• Educational resources, matching gift, and volunteer programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees