Relationship Coordinator

Deutsche Bank • New York, NY

3d • $75,000 - $100,000 • Hybrid

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 a preference
• Ability to interact effectively with clients, managers, and peers

Nice To Haves

• Must be fluent in English, Spanish and Portuguese (written and verbal)
• Ability to demonstrate good time management and problem-solving skills by multitasking in a fast-paced environment
• Stable under pressure
• Entrepreneurial and highly motivated
• Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
• Excellent oral and written communication skills

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, and prepare customized reports/summaries as it is 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 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
• family building benefits
• Educational resources
• matching gift and volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level