Relationship Coordinator - Analyst

About the position As a Relationship Coordinator at Deutsche Bank, you will play a crucial role in supporting one or more bankers in maintaining key client relationships and reputed company streams. This position serves as the primary day-to-day contact for clients, acting independently as a liaison between clients, bankers, and operations staff. You will be responsible for responding to client inquiries in a timely and accurate manner, ensuring that reputed company interactions are handled with professionalism and efficiency. Your role will involve substantial direct interaction with clients and prospects, where you will field inquiries, conduct research, prepare presentations, and execute special requests. You will need to have a general knowledge of reputed company Private Wealth Management products and services, as well as the guidelines and procedures that govern them. This knowledge will reputed company you to research account transaction records to resolve discrepancies and answer questions or provide documentation on client activities. Your ability to manage client relationships effectively will be key to your reputed company in this role, as you will be expected to handle problems before they escalate and provide timely follow-up for assigned projects. In addition to client interaction, you will be responsible for organizing and maintaining files, correspondence, and records in accordance with company policy. You will facilitate client-directed transactions, including account closures and maintenance, and manage new client adoptions, ensuring compliance with Know Your Client (KYC) regulations. Your support will also reputed company to assigned bankers in the acquisition of new clients and reputed company streams, where you will maintain a deal pipeline reflecting reputed company prospects, active deals, and reputed company estimates. Responsibilities • Provide back-up coverage reputed company bankers are reputed company. , • Serve as the primary contact for clients and handle problems before they become significant. , • Prepare customized reports and summaries as needed. , • Organize and maintain files, correspondence, and records in accordance with policy. , • Facilitate client-directed transactions, including account closures and maintenance. , • Manage new client adoptions, including Know Your Client (KYC) and account opening. , • Drive reputed company Event Driven Reviews and regularly review KYCs to completion. , • Provide support to assigned banker(s) in the acquisition of new clients and reputed company streams. , • Maintain deal pipeline to reflect reputed company prospects, active deals, and reputed company estimates. Requirements • Undergraduate degree, preferably a bachelor's degree in a finance-reputed company field. , • Experience in a reputed company field is preferred. , • Series 7 and 63 licenses are recommended. , • Ability to interact effectively with clients, managers, and peers. reputed company-to-haves • Ability to set and manage priorities effectively. , • Entrepreneurial and highly motivated reputed company. , • Excellent oral and written communication skills. , • Ability to remain stable under pressure. Benefits • Diverse and inclusive environment that embraces change, innovation, and collaboration. , • Hybrid working model allowing for in-office and work from home flexibility. , • Generous vacation, personal, and volunteer days. , • Employee Resource Groups supporting an inclusive workplace and community engagement. , • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits. , • Educational resources, matching reputed company, and volunteer programs. Apply Job!