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Job Title: Junior Relationship Officer
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-09-19
Company Name: RBC Financial Group
Contact: Recruiter
Phone: email only please
Fax: email only please
Description: Junior Relationship Officer
Posting Start Date: September 16 2008 Job Category: Investment Banking
Job Type: Full-Time
Employment Type: Regular - U.S.
Pay Type: Salaried /tr Exempt/ Non-Exempt: Exempt
Work Schedule:
Work Hours/ Week: 40
People Manager: No
Posting End Date:
Legal Entity: RBC US Global Private Bkg
Work Environment: Office
Location: New York
City: New York Office/ Branch Address: 12 East 49th Street 34th Floor Relocation Provided: No
Travel Percentage: 0
Fluent In:
Req ID#: 96591
Position Purpose: The Jr. Relationship Officer will assist the Relationship Manager (RM) in acquiring, servicing and retaining clients to deliver agreed business goals within the overall framework of the US, Caribbean, Latin America, Europe and Asia Markets business strategy and operating model. This function is intended to relieve Relationship Managers from performing various administrative and operational responsibilities related to servicing their book of clients, and/ or to provide basic service to lower maintenance accounts. Key Accountabilities: - Builds and monitors a relationship with the clients working alongside the Relationship Manager to ensure we provide quality service at all times and proactively manages the portfolio of clients. - Assists Relationship Manager in administration and management of client relationships including attending meetings, preparation of file notes, drafting of letters and other documentation, assistance in structuring products, annual client reviews, etc. - Assists RM in the completion and adherence to regulatory requirements. - Acts as main point of contact for a portfolio of clients dealing with day-to-day matters across the range of services and products. - Acts as liaison between Relationship Manager and Specialist products areas to ensure smooth operation of all services. - Handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients. - Provide general support to RM on ad-hoc issues as required. Job Requirements: (Knowledge/ Experience): - Minimum 2 years of experience in client service or operations is required. - Basic knowledge in banking services and products. - Basic knowledge in banking operations. - Strong communication and listening skills. - Understand systemic workflow inherent to inter-department streamlined activities, such as: cut off time to deliver a job; reporting lines, authority matrixes. - Knowledge of local regulations that impact work environment. Understand existence of regulations and procedures inherent to banking business. - Knowledge of Outlook, internet search engines, MS Office. - College degree. - Fluency in Spanish. Required Skills/ Competencies/ Attributes: Education: BA/BS Required Accreditation(s): Special Conditions: Spanish fluency Diversity: Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best - put clients first. EOE/M/F/D/V About RBC: Interested in finding out more? Clickhere.
Please refer to Job code rbc-244032 when responding to this ad.
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