Job Description
**Overview**
Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.
**Primary Responsibilities**
+ Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
+ Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
+ Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
+ Maintain visibility into assigned client activity, open items, and priorities to support continui...
Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.
**Primary Responsibilities**
+ Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
+ Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
+ Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
+ Maintain visibility into assigned client activity, open items, and priorities to support continui...