Assistant Relationship Manager, Intermediaries (Full-Time) (f/m/d)

Job description

The Assistant Relationship Manager for Intermediaries supports the team and the Relationship Managers (RMs) in handling all inquiries from intermediaries and end customers regarding trading and operational matters. The goal is to ensure smooth operations and provide prompt, knowledgeable, and comprehensive responses.

Tasks

• Support the RM and the team in all aspects of customer interaction
• Answering calls and promptly handling customer inquiries
• Updating customer information and preferences in systems
• Providing information and data to customers
• Processing of orders, trades, transactions, and payments
• Support for promoting the use of e-channels
• Monitoring of maturity schedules for deposits, loans, and trades

Business tasks

• Organization and follow-up of customer meetings
• Assisting the RM with investigations and problem-solving

Risk management

• Full compliance with regulations, laws, and internal policies
• Identification and Reporting of Risks

Requirements

• Basic knowledge of financial markets and the legal framework
• Understanding of relevant products and services
• Fluency in English and Spanish
• Proficiency in Microsoft Office
• Excellent organizational skills and the ability to work under pressure
• A proactive, friendly, and customer-focused attitude
• A strong team player with excellent communication skills