Associate Relationship Manager

Associate Relationship Manager

The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure the highest level of service to clients. This role will realistically pay a base salary between $73,626 - $90,000, plus annual performance-based bonus, to be determined based on individual qualifications and geographical location.

Job Responsibilities :

• Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests.
• Assists with the development of client relationships : supports business development efforts for new PCG business. This role includes identifying client needs, effectively onboarding new clients. Acts a bridge between the organization and clients.
• Provides support group sales efforts with activities such pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, overall managing prospect list.
• Oversight of daily reports including new account reports, significant activity, significant change, large deposit, detailed transaction report and month-end reports. Will market / cross-sell other products and services as appropriate to customer needs.
• Understands compliance requirements around KYC / AML laws and monitors and reports findings appropriately. Ensures data integrity for all customer account information. Other duties as assigned.

Additional Accountabilities :

Job Requirements :

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.