The relationship associate is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The role involves identifying policy gaps, formulating policies, interpreting data, and making recommendations. It requires researching factual information, identifying data inconsistencies, defining business issues, and integrating disciplinary knowledge within the specialty area, along with a basic understanding of related industry practices. The role has a limited but direct impact on the business, primarily within the team.
responsibilities:
* provide day-to-day client servicing and handle timely resolution of client issues.
* validate client data and documentation in relevant systems.
* coordinate and follow-up across internal departments to address client needs.
* offer feedback to clients regarding emerging product needs, competitive practices, and process or product improvements.
* analyze client data and generate reports as needed.
* assess risks appropriately in business decisions, ensuring compliance with laws, regulations, and policies. Uphold ethical standards, manage control issues transparently, and safeguard the firm's reputation.
qualifications:
* 0-2 years of relevant experience.
education:
* bachelor's degree, preferably in economic-administrative fields.
this role may include other duties as assigned, and the description provides a high-level overview of the work involved.
this job posting is active and available for applications.
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