Relationship Associate Job Description

Relationship Associate Job Description

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Relationship associate provides government guaranteed loans in compliance with the CenterState Bank and governmental loan program policies and procedures.

Relationship Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Review overdraft report to determine how to cure income overdrafts
Manage client queries on portfolio related matters
Develop strong internal relationships with portfolio managers, product specialists and other teams globally to enhance delivery of our services to clients
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term
Interact with clients (or prospects) and independently manage all follow-up and/or ongoing deliverables
New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist
Coordinate with Tax Department
Manage and organize client correspondence (investment objective letters, concentration letters, mutual funds letters, investment programs)
Take phone calls
Administrative duties including managing outlook calendars/setting up meetings, making appointments/set up conference calls, printing reports/filing/scanning/imaging client books

Relationship Associate Qualifications

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

Licensing or Certifications for Relationship Associate

List any licenses or certifications required by the position: PMI, ITIL, PMP, AFSB, FEDAI, BCSBI, CSC, FCA, CPIM, CSSP

Education for Relationship Associate

Typically a job would require a certain level of education.

Employers hiring for the relationship associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Education, Finance, Accounting, Economics, Business/Administration, MBA, Communication, Management, Computer

Skills for Relationship Associate

Desired skills for relationship associate include:

PowerPoint and Excel
Bank products and services
Netexchange Pro
Financial services industry
Industry rules and regulations
Brokerview
Bank operations
Loan portfolios
Policies and procedures and regulatory compliance
Provisions and administration

Desired experience for relationship associate includes:

Assist multiple Relationship Managers with the day to day administration of accounts, including preparing presentation books, cash flows, wealth projections, Excel spreadsheets
Assist multiple Trust Counsel and/or Estate Administrators with the day-to-day administration of decedents’ estates including preparing presentation books, cash flows, wealth projections, Excel spreadsheets
Interact with clients and/or outside counsel and independently manage all follow-up and/or ongoing deliverables
College degree or related field or equivalent business experience
Minimum 1 year retirement plan or similar experience
Advanced computer skills, including a high level of proficiency in Microsoft Office (Excel V-Lookup would be a plus)

Relationship Associate Examples

1

Relationship Associate Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of relationship associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship associate
  • Cash Management for client requests (wires, ACH, checks, inter/intra account transfers)
  • Coordinate transfer of assets and physical deliveries
  • Work with other internal groups on confirmation/affirmation trades and trade fail resolution
  • Understand and follow Corporate and Investor services policies and procedures
  • Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives
  • Communicate and coordinate with other areas in an effort to meet all client deliverables
  • Analyze relevant documents to begin KYC as per account opening checklist
  • Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers
  • Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
  • Assist multiple Relationship Managers with the day to day administration of accounts
Qualifications for relationship associate
  • Knowledge of business desktop applications
  • Coordinate all aspects of trust terminations and account closing
  • Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics
  • Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries
  • Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics (domestic and foreign)
  • Identify and coordinate resolution of issues concerning tax matters arising during the course of the administration of personal, corporate or trust accounts
2

Relationship Associate Job Description

Job Description Example
Our company is looking for a relationship associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship associate
  • Requests, orders and compiles supporting documentation for the processing of loan requests
  • Coordinate with internal departments for Loan Review, Loan Operations, Loan Funding, Business Partners
  • Perform KYC/AML due diligence for new and existing clients using public and internal sources
  • Produce regular reporting on KYC/AML stats for internal stakeholders
  • Liaise with internal stakeholders to address questions and issues arising from the KYC/AML process
  • Resolve KYC related problems from new and existing clients
  • Provide customer support by handling inbound inquiries from Issuers regarding Intralinks, VAT, billing and other invoicing issues
  • Work with Legal to address customer requirements for post hand-over deal related documentation
  • Identify, recommend and work on implementation of opportunities to improve the MIS commercial processes, AML/KYC procedures, and Salesforce data quality in order to improve the issuer experience
  • Build and maintain excellent relationships within various internal stakeholders, including Legal, Pricing, GMO, Billing and Collections
Qualifications for relationship associate
  • Proficiency with Microsoft Word, Excel & PowerPoint is a must
  • Must be able to multi-task and work under pressure with minimal supervision
  • Minimum of 3 years experience as a Personal Banker/Client manager/RM or other sales/client care position with 5 or more years in financial services preferred
  • Extensive experience (minimum 5 years) on boarding new Middle Market clients for KYC, deposit account opening, and loan closings
  • Well versed in Excel, PowerPoint and able to produce good quality promotional material (presentations, pre-meeting fact sheets )
  • Understand main financial instruments, key characteristics and dynamics of capital and credit markets in her or his market segment / territory
3

Relationship Associate Job Description

Job Description Example
Our company is looking to fill the role of relationship associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship associate
  • Provide support during internal, external and regulatory audits
  • Deal with all areas of the bank to accomplish the needs of clients and supporting multiple Relationship Managers
  • Knowledge of the wholesale bank products, especially Treasury management and depository accounts
  • Performs all duties of routine administrative upkeep of portfolios for Relationship Managers
  • Demonstrate sales skills as it relates to identifying new sales and service opportunities in supported portfolios
  • Understand credit policy and procedures
  • May perform simple underwriting and credit analyses as directed by manager
  • Work with brand teams to design, execute, and track marketing automation programs that support demand generation, lead relationship management, and loyalty marketing
  • Support both B2B and B2C marketing automation
  • Improve the quality and performance of email communications using direct feedback from A/B testing and industry best practices
Qualifications for relationship associate
  • Ability to work effectively with a geographically diverse and multi-cultural team
  • Minimum of Undergraduate / First Level degree (or equivalent) preferably in finance, accounting, business or economics
  • Demonstrate solid working knowledge of Capital Markets and is able to consistently apply knowledge to their existing role
  • Work alongside Commercial relationship management, Compliance and Legal teams to ensure that the firm's KYC/AML procedures are followed and activites comply with MIS internal controls and regulatory requirements
  • Monitor mandates beginning at handover through to billing, provide customer support that improves the customer experience and ensures the Sales teams are able to focus on relevant customer related activities
  • Participate in audits, internal system enhancements and projects as assigned
4

Relationship Associate Job Description

Job Description Example
Our growing company is hiring for a relationship associate. 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 relationship associate
  • Responsible for managing Marketing Automation reporting and analytics, and communicating ongoing performance to marketing management
  • Monitor, analyze, and provide recommendations to the business for using Marketing Automation technology to improve ROI, focus marketing spend, and improve funnel effectiveness
  • Assist the Dairy Foods IMC team in the development of campaign landing pages, forms, or other digital assets to support demand generation and lead nurturing programs
  • Assist in the implementation of ongoing training and communications to internal stakeholders on marketing automation best practices and usage tips
  • Partner with Strategic Relationship Manager to provide business updates to partner firms – partnership priorities, key initiatives, firm updates, Offer creative input on how to strengthen relationships with partner firms
  • Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis
  • Work close with lead Relationship Manager to facilitate all interactions with one of our partner firms
  • Drive strategic planning -- drive strategic alignment and help lead steering committee sessions
  • Create ongoing reporting -- build repeatable standardized metrics reports to feed into partner planning
  • Serve as point of contact for day-to-day activities -- , help facilitate product releases and user acceptance testing, coordinate go-to-market events and campaigns, etc
Qualifications for relationship associate
  • Good knowledge of capital markets and countries within APAC region
  • Relevant KYC/AML experience in the financial industry will be highly advantageous
  • Good knowledge of general information systems
  • Problem-solving, ability to be presented with issues/problems and be able to resolve and suggest solutions
  • Ability to understand ratings, legal and compliance matters
  • Ability to develop negotiation skills
5

Relationship Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a relationship associate. 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 relationship associate
  • Assisting senior Relationship Managers in delivering exceptional client service and a client experience for an assigned group of institutional client relationships
  • Managing aspects of onboarding and off-boarding for Separately Managed Accounts, Mutual Fund clients, Collective Investment Trust clients and Model account clients
  • Ensure consistent customer contact through a minimum of 60 dials and 12 customer conversations daily
  • Support Portfolio Managers by answering calls, maintaining daily calendars, scheduling appointments, preparing travel arrangements, copying, filing, and updating reports
  • Ensure timely and accurate data input of various client reports into the ABL collateral monitoring system to track client trends and performance
  • Attend client calls as needed for team introductions or to discuss status of a request
  • Composing term sheets
  • Building relationships with the key principals and support staff at the client’s organization
  • Filing of items
  • Focuses on retaining business by ensuring a high level of client satisfaction by guiding clients through product set up, conducting training sessions and communicating with clients to resolve any issues
Qualifications for relationship associate
  • Highly organised and efficient, with ability to multi-task
  • Ability to report and work in multi-cultural team spread in various locations
  • Minimum of Undergraduate / First Level degree preferably in finance, accounting, business, economics or legal
  • Relevant work experience in finance services industry is advantageous
  • AML Certification a plus
  • Current Series 7, 63 and 66 licenses strongly preferred

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