ICS Relationship Manager I

Job description

Overview: Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk. Primary Responsibilities: - Submit activity for processing in a timely and accurate manner and based on client directives. - Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers. - Submit annual account reviews for assigned accounts in a timely manner or as directed. - Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic 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; work with more experienced Relationship Managers as needed. - Remain current on industry trends and regulatory items. - Understand and adhere to t...