Relationship Associate jobs in Norfolk, VA
Recently Added Relationship Associate jobs
Private Client Relationship Associate
- LE004 Signature Financial Management, Inc.
-
Norfolk, VA
FULL_TIME
- Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm’s best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration. The primary duties and responsibilities include but are not limited to: Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients. Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting. Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules. Maintain CRM records for clients and prospects. Complete ad hoc client-related projects as needed. Qualifications: Bachelor’s required; degree in Finance or Business preferred 2 years financial industry or client service experience preferred Experience with trust administration and/or client account documentation a plus Proficiency with M.S. Office suite including Excel, Word & PowerPoint Strong quantitative, analytical, and interpersonal skills Highly organized work style; detail-oriented and accurate Ability to multi-task and adapt to changing priorities to meet client demands Collaborative team-player; self-motivated with a strong work ethic Demonstrates tact, discretion and good judgement in handling sensitive and confidential information Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency Exhibits excellent communication skills, both verbal and written Eager to contribute and learn, ask questions and provide solutions Ability to work in the Norfolk, VA office location Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
- 16 Days Ago
Client Relationship Specialist
- BUCKINGHAM STRATEGIC WEALTH LLC
-
Norfolk, VA
FULL_TIME
- The Buckingham Strategic Wealth Client Relationship Specialist (CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his ...
- 15 Days Ago
Relationship Specialist (Universal Banker)
- Chartway Federal Credit Union
-
Chesapeake, VA
FULL_TIME
- Job Title: Relationship Specialist Job Type: Full-time Location: Chesapeake, Virginia All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, ...
- 1 Month Ago
Relationship Specialist (Universal Banker) - Greenbrier
- Chartway Federal Credit Union
-
Chesapeake, VA
FULL_TIME
- Job Title: Relationship Specialist Job Type: Full-time Location: Chesapeake, Virginia All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, ...
- 18 Days Ago
Strategic Relationship Manager - Mid West
- Mercy Chefs
-
Portsmouth, VA
FULL_TIME
- Join Us to “Just Go Feed People”! We need someone who is: A people-lover with high energy and a desire to make a difference. A relationship builder with a background in sales, fundraising, or customer...
- 1 Day Ago
Relationship Specialist (Universal Banker) - Southern
- Chartway Federal Credit Union
-
Norfolk, VA
FULL_TIME
- Job Title: Relationship SpecialistJob Type: Full-timeLocation: Norfolk, VirginiaAll of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integr...
- 1 Month Ago
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0 Relationship Associate jobs found in Norfolk, VA area
Customer Service Associate
- REI Virginia Beach
-
Virginia Beach, VA
- Job Description Job Description Royal Executives is a telecommunication-based consulting sales and marketing firm. We he...
- 4/26/2024 12:00:00 AM
Customer Service Representative, Store 237
- Conn's HomePlus
-
Portsmouth, VA
- **Overview:** The primary role of a Customer Service Representatives is providing exceptional customer service and proce...
- 4/24/2024 12:00:00 AM
Security Officer - Armed
- Allied Universal®
-
Norfolk, VA
- Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
- 4/23/2024 12:00:00 AM
Mobile Associate - Retail Sales
- T-Mobile
-
Norfolk, VA
- Be unstoppable with us! T-Mobile is synonymous with innovation-and you could be part of the team that disrupted an entir...
- 4/23/2024 12:00:00 AM
Retail Customer Service Associate
- REI Virginia Beach
-
Norfolk, VA
- WE ARE HIRING A SPIRITED RETAIL CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM! Are you excited to bolster your customer se...
- 4/22/2024 12:00:00 AM
Guest Service Associate - Cashier
- Global Partners LP
-
Norfolk, VA
- Job Description: Now Hiring for Guest Service Associates - Full-time and/or Part-time We are looking to add an Guest Ser...
- 4/22/2024 12:00:00 AM
T-Mobile Neighborhood Retailer Sales Associate
- GP Mobile
-
Virginia Beach, VA
- Chase #LimitlessPotential at GP Mobile, an Authorized T-Mobile Retailer! GP Mobile, is one of the largest Authorized T-M...
- 4/22/2024 12:00:00 AM
Security Officer - Armed - Part Time
- Allied Universal®
-
Norfolk, VA
- Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
- 4/18/2024 12:00:00 AM
About Norfolk, Virginia
According to the United States Census Bureau, the city has a total area of 96 square miles (250 km2), of which 54 square miles (140 km2) is land and 42 square miles (110 km2) (43.9%) is water. Norfolk is located at 36°55′N 76°12′W / 36.917°N 76.200°W / 36.917; -76.200 (36.8857° N, 76.2599° W)
The city is located at the southeastern corner of Virginia at the junction of the Elizabeth River and the Chesapeake Bay. The Hampton Roads Metropolitan Statistical Area (officially known as the Virginia Beach-Norfolk-Newport News, VA-NC MSA) is the 37th largest in the United States, with an estimated...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Associate jobs
$55,910 to $70,045
Norfolk, Virginia area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Relationship Associate do?
Relationship Associate
Understanding customer outcomes through ongoing collection and analysis of data and feedback and translating this to retention strategies and feeding the product roadmap.
January 25, 2023
Develop and maintain effective, productive relationships with legal and insolvency professionals and other consultants/advisors within the commercial business community.
February 16, 2023
Monitor performance of the assigned account portfolio under his/her functional supervision within prescribed credit limits and with appropriate consulting and oversight by senior management.
February 21, 2023
Provides excellent customer service on a routine basis by answering customer inquiries, resolving customer issues and concerns, taking and processing loan payments, with an ability to discuss loan, loan transactions, and products in with oversight.
February 23, 2023
Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.
March 02, 2023
Supports the bank''s business plan by developing commercial banking knowledge and skills through completion of either on the job training or a Commercial Relationship Manager Training Program and assisting one or more senior officers with the servicing and expansion of existing relationships.
March 18, 2023
Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
April 13, 2023