Job Description:
Job Title: Relationship Coordinator
Corporate Title: Assistant Vice President
Location: Los Angeles, CA
Overview
As Relationship Coordinator, you are responsible for providing support to one or more bankers in maintaining key client relationships/revenue streams, as well as serving 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 possess a general knowledge of all Private Wealth Management’s (PWM) products and services including guidelines and procedures and can utilize and navigate the full range of internal resources and systems applications. You will be expected to research account and transaction records to resolve discrepancies, and answer questions or provide documentation on client activities. You will be capable of advising and/or resolving most client service issues, as well as be able to identify cross-sell opportunities and assist with the development of marketing proposals.
What We Offer You:
- We offer competitive health and wellness benefits, empowering you to value life in and out of the office
- Retirement savings plans, parental leave, and other family-friendly programs
Hear from our people and look inside our office: DB@The Muse
Your Key Responsibilities:
- Provide back-up phone 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 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 EDRs and regularly review KYCs to completion
- Monitor account overdrafts and large transaction activity, identify, and suggest ways to improve current processes, provide support for key business initiatives/projects, and adhere to all regulatory policies and operating procedures
- 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
- Prepare client presentations and assist in the design and implementation of marketing proposals; identify cross-sell opportunities through client interaction and inform bankers
Your Skills and Experience:
- Undergraduate/Bachelor’s degree required
- Series 7 & 63 is recommended
- Excellent oral and written communication skills
- Ability to interact effectively with clients, managers, and peers
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click here to find out more about our diversity and inclusion policy and initiatives.
We are an Equal Opportunity Employer – Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.