Relationship Coordinator Job Description

Relationship Coordinator Job Description

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Relationship coordinator provides daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, outside trustees, attorneys and CPAs.

Relationship Coordinator Duties & Responsibilities

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

Sample responsibilities for this position include:

Account maintenance (opening new accounts, address changes)
Provide service and sales support to existing and future TPD relationships as a direct client contact
Effectively communicate with both internal and external constituents to proactively resolve client issues - following escalation protocols accordingly
Assist with organizing meetings by helping to maximize sales trips, creating materials and organizing agendas
Perform analysis and provide support to several key account managers
Maintain and reconcile database information/contact data across various systems
Become a systems subject matter expert and act as a resource for the team
Track all contact and business opportunities in the firm’s CRM system
Use a consultative approach to determine unstated needs for the team and for our clients
Account maintenance (opening new accounts, asset transfers, address changes)

Relationship Coordinator Qualifications

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

Education for Relationship Coordinator

Typically a job would require a certain level of education.

Employers hiring for the relationship coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Business, Education, Communications, Marketing, Associates, Computer Science, Business/Administration, Healthcare, Paralegal

Skills for Relationship Coordinator

Desired skills for relationship coordinator include:

Export Regulations
Medical terminology and clinical patient management
Microsoft Office applications
Delaware Trust and Fiduciary Structures - the interpretation and practical application of document provision
Investments
Legal framework of trust administration is a highly desired skill
Taxes
Trust and estate law
Delaware trust administration
Clinical trial management and operational procedures

Desired experience for relationship coordinator includes:

Makes recommendations on financial and organizational structure and other matters
Ability to demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on-the-job training
Communicate status, changes, and issues with the business
Assist project managers with the ad hoc reporting required by management
Engage with the project team to help improve project processes and interaction between teams
Support on CRM Proof of Concept projects for Platform director

Relationship Coordinator Examples

1

Relationship Coordinator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of relationship coordinator. 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 coordinator
  • Marketing of Warner Music megastore
  • Assist Campaign team through campaign coordination including campaign schedule management, tracking, reporting and copywriting
  • Support marketing program development and execution guided by the prioritized business needs of WMG’s artists and labels
  • Execute test programs and refining programs based on campaign results and customer analytics insight
  • Regularly update documentation of tracking, system setup guides, measurement and reporting used for processes and program evaluation
  • Provide Roll out and QA support for new lifecycle marketing processes and tools
  • Monitor new marketing trends and tools continuously test out new products
  • Provide regular Consumer Sales & Marketing information required for global executive dashboards
  • Ensuring that referral sources, prospective enrollees and/or significant others are courteously, appropriately and effectively processed through communication
  • Following up with all relevant parties
Qualifications for relationship coordinator
  • Critical thinker, problem solver and strong attention to detail a must
  • Proven ability to muti-task
  • Understanding how the organization's goals relate to sales performance and meeting established quotas as needed
  • Clearly articulating each product line to prospective clients
  • General administrative duties including editing and writing correspondence, coordinating client quarterly reporting, answering phones, contact data maintenance, filing and processing expense reports
  • Initiating account openings and closings account maintenance requests
2

Relationship Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking for a relationship coordinator. 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 coordinator
  • Other duties as assigned by supervisor such as assisting with website maintenance, digital marketing efforts, and other electronic media efforts as needed
  • Follows up on outstanding issues with internal functional areas with external clients
  • Communicate with the client and Marketing Specialist on employee enrollment and education services to address specific client needs
  • The Strategic Relationship Coordinator/Associate Rep will support AGS’s two Strategic Relationship Managers in managing our Inter-Company Sales & Marketing efforts
  • Research potential new clients utilizing a variety of resources, identify the contact(s) for the AGS sales rep to connect with, contact information (phone number, email address, LinkedIn profile address)
  • Responsible for all training of new hires retraining needed for current employees
  • Oversee email communication content, creative, calendars and follow up analysis
  • Manage all social media platform content development, customer correspondence and calendars
  • Coordinate all digital content and SEO best practices for websites
  • Generate and distribute reports related to customer loyalty program
Qualifications for relationship coordinator
  • Studying for a Business Studies or related business degree
  • Liaise with senior managers from different business lines to develop a broad and deep understanding of the nature of our major counterparty relationships within each business
  • Liaise with senior relationship managers and business heads at our leading counterparties to develop a closer understanding of their organizational structures and business strategy respective businesses
  • Collation of reports and data from multiple different business lines and production of concise executive summaries for use by senior executives
  • Develop, coordinate, and execute projects across Global Investment Management (GIM)
  • Plan and organize management and other internal meetings to drive various initiatives
3

Relationship Coordinator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of relationship coordinator. 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 coordinator
  • Assist with seasonal photo shoot direction and photograph additional merchandise as needed
  • Work with teams to develop activity calendar and communication through all channels
  • Assist with local marketing campaigns, program budgets and other duties as assigned
  • Support Manager with day-to-day execution of communication strategies
  • Leads and supports numerous assigned events each year, partnering with internal clients to identify goals, preferred locations, dates, budget, and on-site support requirements for execution of successful events
  • Assists with team budget by processing all department invoices, setting up new vendors in accounting, reconciling GL on a monthly basis and quarterly phasing of the budget
  • Assists with conference registrations and rooming lists by communicating confirmations, stay details and collecting credit card information
  • Provides on-site support as needed, in conjunction with owner meetings and events to oversee contracted arrangements, ensure outstanding service from the vendors and provide event related assistance as needed
  • Submits feedback for post meeting/event reviews of event to help team raise the bar for future events
  • Position will report to commercial GIS leader – LATAM
Qualifications for relationship coordinator
  • Bachelor's degree in business studies/economics/finance/maths/natural sciences
  • The candidate may have other professional qualifications (legal, accounting) or otherwise have attained/be studying towards full CFA certification
  • 3+ years of experience working in an asset management or investment banking organization, possibly within a Business Management or Corporate Strategy function
  • Knowledge of financial markets (equity, fixed income, foreign exchange, derivatives, etc)
  • Associate's degree in administrative assistant or equivalent
  • Ability to exercise independent judgment while handling multiple tasks
4

Relationship Coordinator Job Description

Job Description Example
Our growing company is hiring for a relationship coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship coordinator
  • Triage Commercial issues in LATAM applications as part of Tier 2 and coordinate with Global GIS representatives in Tier 2 and COE for resolutions
  • Assistance with filing criminal or university complaints
  • Provide survivors resources for mental health counseling, medical services and crisis support
  • Provide advocacy during the criminal or university investigation process and during court or university hearing procedures
  • Provide advocacy to survivors of sexual assault
  • Co-Chair the Sexual Assault Response Team of the Coordinated Community Response Team
  • Develop and provide training to faculty and staff on responding to students who disclose experiencing sexual violence
  • Collect and analyze demographic data related to notices of sexual violence to look for trends, patterns and areas where more awareness and outreach would be beneficial
  • Serve on various department, division and University committees as a representative of the SRVSS office
  • Coordinates and facilitates/leads senior executive level meetings between Sarah Cannon and partner organizations to gain alignment on structure and areas of opportunity across Sarah Cannon lines of business
Qualifications for relationship coordinator
  • Previous experience in Mortgage Banking or Sales preferred or at least 2 years of college
  • Minimum of three years of experience in a relevant role
  • High level of organizational abilities, with a meticulous attention to detail
  • Experience with direct selling, marketing, or e-commerce preferred
  • Working knowledge of designers/luxury retail
  • With BS degree minimum 1 year work experience
5

Relationship Coordinator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of relationship coordinator. 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 coordinator
  • Liaise with senior level contacts to establish and maintain key organizational points of contact and communicate next steps for future interactions
  • Serves as the process owner for building, maintaining, and refreshing of the database containing key sponsor partner contacts and organizational structure
  • Key process owner for developing and maintaining salesforce database with post meeting agendas, presentations, meeting minutes, action items, and key relationship milestones
  • Leads new initiatives and special projects as directed by Strategic Development team
  • Supports planning, preparation and execution of conferences, road-shows, visits, calls, meetings and presentations as required
  • Communicates meeting needs/directives to and coordinate with administrative support teams to facilitate scheduling of facility tours and development meetings and maintain all calendar invitations
  • Distributes agenda, presentations, and other pertinent details and logistics to both internal and external teams in advance of sponsor meetings
  • Develops and provides reports as needed to support the Strategic Development team
  • Strong attention to detail resulting in a high degree of transaction accuracy
  • Oversee and manage the calendars and schedules for several sales leaders
Qualifications for relationship coordinator
  • The ideal candidate will have a bachelor’s degree (finance preferred) with a minimum two (2) years of relevant experience
  • 4 year degree and 4 years’ experience OR 2 year degree and 6 years’ experience
  • Prior experience should include at least 2 years of special projects
  • Ability to prioritize duties, show initiative to complete tasks within required deadlines, and work in fast paced high volume team environment with adherence to accuracy and response standards published by departments with a sense of urgency
  • Ability to be productive on PC (example MS Office) and learn new PC and enterprise software
  • Competent in use of IT systems (GSAP a plus)

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