Relationship Coordinator

Join our team as a Relationship Coordinator, where you will be the primary day-to-day contact for clients, providing support to bankers in maintaining key client relationships and revenue streams. You will have substantial interaction with clients, fielding inquiries, conducting research, preparing presentations, and executing special requests. This role offers a hybrid working model, competitive compensation packages, and a diverse and inclusive environment.

• Provide support to bankers in maintaining key client relationships and revenue streams.
• Serve as the primary day-to-day contact for clients, responding to inquiries and acting as a liaison.
• Organize and maintain files, correspondence, and records in accordance with policy; facilitate client directed transactions.
• Experience in a related field a preference
• Ability to interact effectively with clients, managers, and peers
• Undergraduate degree, bachelor’s degree in finance related field preferred
• Entrepreneurial and highly motivated
• Ability to demonstrate good time management and problem-solving skills by multitasking in a fast-paced environment
• Must be fluent in English, Spanish and Portuguese (written and verbal)
• Excellent oral and written communication skills
• Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
• Stable under pressure