Relationship Coordinator - NYC

Job Description

Job Title: Relationship Coordinator

Corporate Title: Analyst

Location: New York, NY

Overview

As a Relationship Coordinator, you will support one or more bankers in maintaining key client relationships and revenue streams. You will be the primary day-to-day contact for clients, acting as a liaison between clients, bankers, and operations staff. You will respond to client inquiries in a timely and accurate manner, interact directly with clients and prospects, field inquiries, conduct research, prepare presentations, and execute special requests. You will have a broad knowledge of Private Wealth Management products and services and be able to research account transactions to resolve discrepancies and provide documentation on client activities.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model with in-office / work-from-home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups supporting an inclusive workplace and community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family-building benefits
• Educational resources, matching gifts, and volunteer programs

What You’ll Do

• Responsible for new client adoptions for international and domestic clients (Know Your Client – KYC, account opening) and drive Event Driven Reviews; regularly review KYCs to completion
• Facilitate client-directed transactions (e.g., account closures, maintenance) and organize and maintain files, correspondence, and records in accordance with policy
• Provide back-up coverage when bankers are unavailable; deliver timely and accurate follow-up for assigned projects; act as primary contact for clients; handle issues proactively and prepare customized reports as needed
• Support assigned bankers in the acquisition of new clients and revenue streams

Skills You’ll Need

• Undergraduate degree; bachelor’s degree in a finance-related field preferred
• Experience in a related field is a plus
• Ability to interact effectively with clients, managers, and peers

Skills That Will Help You Excel

• Ability to set and manage priorities
• Entrepreneurial and highly motivated
• Excellent oral and written communication skills in English and German
• Resilient under pressure

Expectations

The Bank expects employees in this role to work in the New York, NY office in accordance with the Bank’s 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 New York City is $80,000 – $100,000. Actual salaries may be based on factors including skill set, experience, education, location, and other qualifications. Posted salary ranges do not include incentive compensation or any other remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize the impact of benefits on our colleagues. We focus on providing benefits and perks that support physical, emotional, and financial wellness and help colleagues stay financially secure and balanced. Learn more.

Learn more about life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you would like a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com.

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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. We celebrate the successes of our people and 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 protected characteristics. See Deutsche Bank’s Equal Opportunity Policy Statement and related notices: EEOC Know Your Rights; Family and Medical Leave Act; and Employee Polygraph Protection Act.