Associate managing client service operations primarily for broker - dealers and wealth managers in the financial services industry. The role involves corporate action events, data reconciliation, and client support.
FB
Onsite Legal Client Services Relationship Manager
Posted 8 hours ago
About the role
- Relationship Manager working closely with the Legal Client Services Director. Developing relationships and providing quality banking solutions to law firms and attorneys in Newport Beach, CA.
Responsibilities
- Work closely with the Legal Client Services Director
- Develop and maintain strong relationships with clients
- Provide quality customer service and consultative banking solutions
- Partner closely with leadership and teams to deliver client experience
- Ensure sound risk management and comply with Bank policies and regulations
- Identify and structure complex financing needs
Requirements
- Bachelor's degree or equivalent required
- Minimum of 5 years of relevant work experience
- Legal Sector Dynamics knowledge
- Ethical Banking Rules understanding
- Credit Acumen to identify and structure deals
- Consultative Skills to identify complex financing needs
- Regulatory Knowledge of various banking regulations
- Technical proficiency in Microsoft Office (Excel, Word, PowerPoint)
Benefits
- Complies with all State and Federal Banking regulatory requirements
- Acts as the control point for the Department to ensure that all BSA-related requirements, procedures and time frames are met
- Establish and maintain an excellent rapport with bank customers
- Manage and grow a portfolio of law firm clients
- Drive deposit growth through specialized legal products
- Identify and structure complex financing needs
- Mentor support staff to ensure documentation and service delivery meet the high-touch standards required by legal professionals
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