Assistant Relationship Manager Intermediaries100% (f/m/d)

Job description

Tasks

• Supports the team and Relationship Managers (RMs) with all inquiries from Intermediaries & FOs and end clients on trading and operational aspects
• Ensures smooth processing and fast, competent and complete responses
• Tasks include order processing, processing customer inquiries, executing payments and placing loans and deposits
• Accuracy and timeliness are of utmost importance

Your challenges

Client Administration & Management

• Supports the RM and the team in all aspects of customer interaction
• Answers incoming calls and takes immediate action
• Maintains and updates records of customer instructions, details and preferences
• Creates system-based reports for the RM
• Provides clients with oral and/or written information and data without giving advice or opinion as a value judgment
• Processes orders, trades, transactions, payments (outside of e-channels) and executes customer requests
• Helps drive usage and adoption of our dedicated Intermediaries & FO-E channels
• Monitors the due list for deposits, loans, trades; takes action when instructions are standard, seeks instructions (from RM or client) when necessary and required

Business Management

• Organizes and follows up on customer meetings, including logistics and document preparation
• Supports the RM in investigations and troubleshooting, maintains close internal cooperation with other teams/departments

Risk Management

• Full adherence to compliance, legal, internal rules, regulations and guidelines
• Is a first line of defense against risk by raising concerns, tracking issues and escalating when necessary

Requirements

Personal and social skills

• Excellent organizational skills, can work quickly, independently and accurately, even under pressure
• Proactive, friendly, solution-oriented and customer-oriented attitude
• Strong team player with excellent communication skills

Qualifications and experience

• Basic knowledge of relevant products and services for EAM customers, plus valuation principles
• Very good knowledge of English (oral and written) and German, further language skills are an advantage
• Very good knowledge of MS Office

We offer