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Relationship Manager

New York City, NY - Assists more senior Relationship Managers in retaining client relationships on the best possible commercial terms and servicing the client adhering to the highest standards. Analyzes and understands the client relationship and revenue profile. Assists in the development of a client plan for retentive marketing efforts. Helps coordinate delivery of service among functional groups. Coordinates response to client inquiries. Provides support to clients around special projects. Provides contract and document review. Assists in the negotiation of new business agreements and coordinates fulfillment of compliance, legal and other internal requirements. Incumbent is still learning the processes and functions of the RM role and operates under direct supervision. Incumbents are learning the business and gradually take on clients of their own, but initially handle matters related to transactions rather than meetings involving key client contacts. Possesses a basic knowledge of the firm s produ...

Relationship Manager