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 revenue 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 all 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 all Private Wealth Management products and services, as well as the guidelines and procedures that govern them. This knowledge will enable 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 success 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 extend to assigned bankers in the acquisition of new clients and revenue streams, where you will maintain a deal pipeline reflecting current prospects, active deals, and revenue estimates.
Responsibilities
Provide back-up coverage when bankers are unavailable.
,
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 all Event Driven Reviews and regularly review KYCs to completion.
,
Provide support to assigned banker(s) in the acquisition of new clients and revenue streams.
,
Maintain deal pipeline to reflect current prospects, active deals, and revenue estimates.
Requirements
Undergraduate degree, preferably a bachelor's degree in a finance-related field.
,
Experience in a related field is preferred.
,
Series 7 and 63 licenses are recommended.
,
Ability to interact effectively with clients, managers, and peers.
Nice-to-haves
Ability to set and manage priorities effectively.
,
Entrepreneurial and highly motivated mindset.
,
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 gift, and volunteer programs.
Apply Now
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 revenue 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 all 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 all Private Wealth Management products and services, as well as the guidelines and procedures that govern them. This knowledge will enable 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 success 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 extend to assigned bankers in the acquisition of new clients and revenue streams, where you will maintain a deal pipeline reflecting current prospects, active deals, and revenue estimates.
Responsibilities
Provide back-up coverage when bankers are unavailable.
,
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 all Event Driven Reviews and regularly review KYCs to completion.
,
Provide support to assigned banker(s) in the acquisition of new clients and revenue streams.
,
Maintain deal pipeline to reflect current prospects, active deals, and revenue estimates.
Requirements
Undergraduate degree, preferably a bachelor's degree in a finance-related field.
,
Experience in a related field is preferred.
,
Series 7 and 63 licenses are recommended.
,
Ability to interact effectively with clients, managers, and peers.
Nice-to-haves
Ability to set and manage priorities effectively.
,
Entrepreneurial and highly motivated mindset.
,
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 gift, and volunteer programs.
Apply Now