Relationship Associate Officer

The Relationship Associate Officer is responsible for developing and managing client relationships. They work closely with account managers or relationship managers to provide excellent customer service and ensure client satisfaction. The officer assists with client onboarding, prepares financial reports, and coordinates with internal teams to address client inquiries and resolve issues. They must possess strong interpersonal skills and have the ability to build and maintain professional relationships.

Responsibilities

• Develop and maintain strong relationships with clients.
• Assist account managers or relationship managers in managing client portfolios.
• Conduct client onboarding and provide support throughout the process.
• Prepare and analyze financial reports for clients.
• Coordinate with internal teams to address client inquiries and resolve issues.
• Monitor client accounts and ensure adherence to contractual agreements.
• Identify opportunities for upselling or cross-selling products and services.
• Stay updated on industry trends and client-related developments.

• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven experience in client relationship management or customer service.
• Strong communication and interpersonal skills.
• Knowledge of financial products and services.
• Excellent problem-solving and decision-making abilities.

• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven experience in client relationship management or customer service.
• Strong communication and interpersonal skills.
• Knowledge of financial products and services.
• Excellent problem-solving and decision-making abilities.