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Deutsche Bank · 1 day ago

Relationship Coordinator - Analyst - Assistant Vice President

New York, NY

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $110K/yr

Deutsche Bank is a leading global investment bank and financial services company, and they are seeking a Relationship Coordinator. In this role, you will support bankers in maintaining key client relationships and serve as the primary contact for clients, handling inquiries and executing special requests.

BankingFinanceFinancial Services

Responsibilities

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