SUMMARY:

To provide quality support/administration and relationship building for assigned accounts in accordance with governing documents, regulations and company policies. Typically, the Relationship Manager II works with more complex and/or larger Institutional clients than a Relationship Manager I.

JOB RESPONSIBILITIES

• Supervise all aspects of account activity in accordance with stated requirements while building/strengthening the company relationship with the client
• Coordinate with investment team to provide quality investment solutions to all account types
• Maintain high standards of service to clients as well as to attorneys, accountants, and inter-company employees
• Solicit new and additional business and support Business Development Officers
• Develop continuous and open channels of communication with all support areas
• Ensure all actions performed are in compliance with government regulations and organizational policies and procedures

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

• Four year college degree (BA, BS, BBA) or equivalent plus 4- 8 years of experience
• Possess a working knowledge of securities and investments
• Possess communication and relationship building skills

WORKING CONDITIONS

· Normal office conditions

· Travel required

Minimum salary $85, 000

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.