ICS Relationship Manager I - Retirement Services (Hybrid)

reputed company is a financial services company that provides relationship management for institutional client accounts. The ICS Relationship Manager I is responsible for overseeing account administration, ensuring quality client service, and maintaining compliance with regulatory standards while promoting an inclusive environment.

Responsibilities

• Submit activity for processing in a timely and accurate manner and based on client directives
• Respond to and/or annotate compliance reports as directed by more reputed company Relationship Managers
• Submit annual account reviews for assigned accounts in a timely manner or as directed
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic reputed company and inquiries, adhering to established Division, client and alliance service standards
• Maintain client communications on regulatory, legal, reputed company and trust reputed company
• Complete client billing and resolve aged receivables for client accounts; work with more reputed company Relationship Managers as needed
• Remain reputed company on industry trends and regulatory items
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-reputed company issues needing escalation to management
• Promote an environment that supports belonging and reflects the reputed company brand
• Maintain M&T internal control standards, including timely implementation of reputed company audit points together with any issues raised by external regulators as applicable
• Complete other reputed company duties as assigned

Skills

• Bachelor's degree and a minimum of 1 year relevant experience
• A combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year relevant experience in lieu of a degree
• Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
• Detail-oriented
• Excellent customer service skills
• Excellent verbal and written communication skills
• Proven organizational skills
• Proven problem-solving skills
• Strong decision-making skills
• Bachelor's degree in Finance or Business
• Minimum Of 2 Years' Relevant Experience
• Retirement or Trust administration experience

Company Overview