Relationship Coordinator

Job Title: Relationship Coordinator

Corporate Title: Analyst Associate

Location: Miami Florida

ALL ROLES TO BE CONSIDERED

Overview

As a Relationship Coordinator you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day-to-day contact for clients. You will act independently as a liaison between clients bankers and operations staff responding to client inquiries in a timely and accurate manner. You will have substantial direct interaction with clients and prospects fielding inquiries doing research preparing presentations and executing special requests. You will have a general knowledge of all Private Wealth Management products and services guidelines and procedures and be able to research account transactions records to resolve discrepancies and answer questions or provide documentation on client activities.

What We Offer You

• A diverse and inclusive environment that embraces change innovation and collaboration
• A hybrid working model allowing for in-office / work from home flexibility generous vacation personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote 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

What Youll Do

• Provide back-up coverage when bankers are unavailable provide timely and accurate follow-up for assigned projects serve as primary contact for clients handle problems before they become significant and prepare customized reports/summaries as it is needed
• Organize and maintain files correspondence and records in accordance with policy; facilitate client directed transactions (including account closures maintenance etc)
• Responsible for new client adoptions Know Your Client (KYC) account opening etc; manage and drive all Event Driven Reviews and regularly review KYCs to completion
• Provide support to assigned banker(s) in acquisition of new clients and revenue streams; maintain deal pipeline to reflect current prospects active deals and revenue estimates

Skills Youll Need

• Undergraduate degree bachelors degree in finance related field preferred
• Experience in a related field a preference
• Ability to interact effectively with clients managers and peers

Skills That Will Help You Excel

• Must be fluent in English Spanish and Portuguese (written and verbal)
• Ability to demonstrate good time management and problem-solving skills by multitasking in a fast-paced environment
• Stable under pressure
• Entrepreneurial and highly motivated
• Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
• Excellent oral and written communication skills

Expectations

It is the Banks expectation that employees hired into this role will work in the New York office in accordance with the Banks hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Miami Florida is $75000 to $100000. Actual salaries may be based on a number of factors including but not limited to a candidates skill set experience education work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank we recognize that our benefit programs have a profound impact on our colleagues. Thats why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves at every stage of life. We provide access to physical emotional and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email.

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly thinking commercially taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or other characteristics protected by law. Click these links to viewDeutsche Banks Equal Opportunity Policy Statementand the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act; andEmployee Polygraph Protection Act.