Job Description
**Overview:**
Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
**Primary Responsibilities:**
+ Submit activity for processing in a timely and accurate manner and based on client directives.
+ Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
+ Submit annual account reviews for assigned accounts in a timely manner or as directed.
+ Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
+ Maintain client communications on regulatory, legal, acc...
Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
**Primary Responsibilities:**
+ Submit activity for processing in a timely and accurate manner and based on client directives.
+ Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
+ Submit annual account reviews for assigned accounts in a timely manner or as directed.
+ Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
+ Maintain client communications on regulatory, legal, acc...