ICS Relationship Manager

Job description

Overview: Provides relationship management oversight of assigned institutional client accounts with an established or new book of business. Working in a team environment, provides account specific administration and client services to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Provides guidance to less experienced personnel. Primary Responsibilities: - Submit and/or approve activity for processing in a timely and accurate manner and based on client directives. - Respond to and/or annotate compliance reports for assigned accounts or team; resolve related outstanding matters as directed. - Submit and/or approve annual account reviews for assigned accounts or in a timely manner as requested. - Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic and complex matters and inquiries, adhering to established Division, client and alliance service standards. - Maintain client communications on regulatory, legal, accounting and trust matters. - Complete client billing and resolve aged receivables for client accounts...