Associate Relationship Manager Job Description

Associate Relationship Manager Job Description

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Associate relationship manager provides professional advice and education with an ability to address complex credit and investment personal & business needs.

Associate Relationship Manager Duties & Responsibilities

To write an effective associate relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included associate relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Partner closely with the sales teams
Drive home office partnership opportunities within the client base of the National Accounts team
Communicate with clients to gain in-depth understanding of client service needs
Respond to the inquiries by providing the requested information or referring the inquiry to the appropriate area for resolution
Support the compiling of competitive information
Prepare presentations for client calls pertaining to both ongoing performance and services new business opportunities
Provide oversight of the RFP process and coordinate due diligence visits
Responsible for the coordination and implementation of new investment clients and/or new products sold
Coordinate reporting needs, questionnaires, RFIs, audit requests and prospectus reviews
Ability to deliver results in a pressurized environment and to prioritise varied client project demands

Associate Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate Relationship Manager

List any licenses or certifications required by the position: PMI, FEDAI, BCSBI, CSC, AMFI

Education for Associate Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the associate relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Education, Accounting, Military, Management, Economics, MBA, Supervision, Communications

Skills for Associate Relationship Manager

Desired skills for associate relationship manager include:

Credit fundamentals and internal credit policies
Ability to leverage that information in creating customized customer solutions
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Bank’s structures
International business and various industry sectors
Products and services
Ability to adapt as needed
Successful approaches
Techniques for dealing with changes and adapting to a changing environment
Tools

Desired experience for associate relationship manager includes:

Knowledge of the defined contribution marketplace is desired
Demonstrate self-motivation and adaptability to understand and manage client expectations within a changing environment
Organised and structured approach to problem solving
Self-starter mentality with the confidence to drive projects through to completion
Monitor and communicate status of client technology projects to the business and clients
Develop an in-depth understanding of primary client job functions, major challenges and client's strategic business and technology plans

Associate Relationship Manager Examples

1

Associate Relationship Manager Job Description

Job Description Example
Our company is looking for an associate relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate relationship manager
  • Facilitate timely project delivery by driving managing and closing issues promptly
  • Identify technical support resources within the firm to provide production support, resolve issues, develop solutions and staff relevant projects
  • Establish excellent working relationships with business teams and with other technology team members
  • Maintain Technology roadmaps for an assigned technology area and assume the role of single team contact point for the identified area
  • Analyze the total impact on JPM business, operations, and technology when making or facilitating decisions
  • Responsible for the coordination, implementation and onboarding of new investment clients and/or new products sold
  • Analyse complex financial information to structure appropriate client solutions & credit facility execution of various banking transactions
  • Responsible for client due diligence to provide the necessary oversight and local accountability to new transactional or service related activities in line with JPM Chase policies and local RBI requirements covering credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML)
  • Work with senior traders to identify opportunities to increase client participation in LGIP Funds
  • Provide investment recommendations and portfolio management to fund participants based on individual participant’s needs
Qualifications for associate relationship manager
  • Strong knowledge of relevant applications and of development life cycles
  • Meet with all new clients following up proactively using the 2x2x2 contact strategy to ensure that the client’s noncredit needs are satisfied
  • Prepare and pre-plans prior to each meeting or call with a client
  • Programming background or experience with query languages desired
  • Assist in coordinating internal and partner resources to deliver optimal products and client services to participants
  • Responsible for relationship management (assigned accounts) for municipal entities in New York and Pennsylvania
2

Associate Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of associate relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate relationship manager
  • Development of bank relationships
  • Assist with marketing initiatives
  • Work effectively with customers and other outside contacts in a friendly, pleasant and business-like manner
  • Manage and complete assigned project deliverables
  • Frequent interaction with all groups within the BRS organization including Product teams, Analytics teams and the Aladdin Service Centre
  • Provide on-going client support for Australian clients
  • Keep clients up-to-date on project and explain the steps in
  • Generally support, under the supervision of other team members, the execution and origination of lead arranging (bond or bank) or advisory limited recourse or structured financings in the Americas, with a special focus on Latin America
  • Utilize all the Bank’s resources to deliver the best solutions & structures meeting our clients’ needs
  • Work closely with syndications, fixed income, commodity derivatives, corporate finance and other internal groups
Qualifications for associate relationship manager
  • Solid experience in investment management
  • Good understanding of the Australian market and investment environments
  • Ability to define / improve operational processes in order to increase efficiency and manage operational risk
  • Accomplished user of MS Office especially Excel
  • Experienced user of Bloomberg terminals
  • Effective team player, capable of building rapport with clients and colleagues
3

Associate Relationship Manager Job Description

Job Description Example
Our growing company is looking to fill the role of associate relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate relationship manager
  • Work on credit applications and credit approval process (interfacing with risk department) internal project or sector overviews
  • Work on due diligence of projects, including interaction with technical, environmental, insurance, tax and market consultants
  • Support work on rating agency presentation and information memorandums
  • Support work on project and financing documentation & closing process, interfacing with counsels
  • Support marketing efforts through work on pitches, proposals, presentations and other marketing materials to clients
  • Limited support preparing annual reviews and handle amendments on limited portfolio accounts
  • Perform other internal tasks as may be necessary and including but not limited to tasks related to portfolio, reporting or budget purposes
  • Ability to perform the above-mentioned tasks and deliverables in both English and Spanish
  • Work closely with the Senior Relationship Manager on designated accounts
  • Develop comprehensive understanding of organizations by sustaining relationships with network members’ leadership
Qualifications for associate relationship manager
  • Demonstrates analytical ability, maturity, and judgement when dealing with clients
  • Works well on own initiative and under pressure and comfortable taking primary responsibility for deliverables assigned
  • Degree qualified – business or technical discipline
  • Technical experience an advantage
  • Bachelors degree and five years of financial services experience required
  • Experience in client service, understanding of retail distribution, and a broad knowledge of products and platforms at wirehouse independent, regional broker-dealer and banks is preferred
4

Associate Relationship Manager Job Description

Job Description Example
Our growing company is looking for an associate relationship manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate relationship manager
  • Work with Organizational Assessment Division in preparation for program reviews of network organizations, understand the organizational health issues in relation to network organizations’ lines of business and provide comments to discovery and draft reports
  • Shadow senior RMs to gain experience and provide support
  • Under the direction of a Senior RM Complete pre-screen deal memos for senior RMs including analysis of industry and company financial condition, application of pricing models and evaluations of the viability and profitability of the opportunity
  • Work with Relationship Managers to complete pre-contact planning for each meeting or call with a client and sharing agenda with all participants to achieve meeting/call objective
  • Keep abreast of industry-related information and leverage First Research to opportunity spot and deliver value-add content for client
  • Develop, manage and action a personal development plan to ensure skills/knowledge/ accreditations are up-to-date and meet position requirements
  • Relationship management of a portfolio of clients operating in the commodities space
  • Support the expansion of the bank’s revenues by either acquisition of new clients in the commodities segment or deepening of the existing relationship and wallet share from existing clients through higher utilisation and cross-selling across the different banking products including capital markets, treasury, transactional banking services
  • Formulate, complete and execute account plans for key accounts, demonstrating an understanding of the client’s business strategy, model, footprints and generate ideas and solutions which we can bring to the clients jointly with products partners
  • Manage and handle the credit process including preparation of credit proposals, supervision review, ad-hoc transactional approvals
Qualifications for associate relationship manager
  • Must be highly organized with an attention to detail and execution oriented
  • Bachelor’s degree in the Engineering, Science, Business or another relevant discipline
  • Broad manufacturing knowledge with proven skills and expertise at management level in modality (API, Drug Product, Sterile)
  • Documented ability to drive competitiveness on cost, lead time and compliance
  • Demonstrated ability to achieve compliance goals, through a risk based approach and understanding of GMP compliance and compliance risk
  • Familiarity with Lean Six Sigma concepts to deliver compliant supply and achieve highest quality, lowest cost and shortest lead-time
5

Associate Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of associate relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate relationship manager
  • Proactive monitoring and management of accounts, being alert to credit deterioration or improvement, and taking timely action including escalation to senior bankers and credit
  • Develops deep insight into respective customers and their business
  • Develops a trusted advisor relationship with our customers, measured by revenue, retention and reference-ability
  • Prepares and leads business reviews, closely aligning our activities with our customer’s business strategy
  • Articulates and formally presents Ultimate’s product roadmap to our clients, demonstrating how it aligns with human capital management trends and their strategic business objectives
  • Serves as an advocate for Ultimate in driving industry best practices and the evolution of Ultimate’s product and platform functionality integral to the client’s success
  • Serves as an advocate for the client in ensuring that Ultimate is responding proactivity to the needs of the clients in your territory
  • Works with the customers to ensure they are leveraging the solution and achieving success and engaging fee-based resources as necessary
  • Monitors overall account health, proactively identifying growth opportunities and functions as a customer advocate
  • Successfully identifies barriers to renewal and, at times, negotiates renewal contracts and pricing
Qualifications for associate relationship manager
  • Demonstrated ability to understand and intelligently apply economic, financial and industry data to make business decisions that drive value for MSD and our customers
  • Demonstrated team building and sensitive to diverse culture
  • Excellent interpersonal, collaboration, and negotiation skills
  • In-depth knowledge of the Aladdin platform and comfort to present and train the nuances to implementation clients
  • Candidates must demonstrate existing track record in leading special assignments and projects
  • Candidates must have enthusiasm for, and comfort with, working at a fast and furious pace while maintaining quality and the integrity of investment data

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