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Relationship Associate

Relationship Associate

  • Location


  • Sector:

    Office Support

  • Contract type:


  • Salary:

    £25000.00 - £30000.00 per annum

  • Contact:

    Jane Spearman

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


Are you passionate about relationship management? Do you have experience working within the Financial Services sector? If so, Gleeson Recruitment Group are pleased to be working with a Birmingham city centre client who are seeking a Relationship Associate to join an expanding team within the Midlands Region.

Reporting directly to the Regional Director, you will be involved in assisting with the relationship management of a portfolio of clients, data analysis and the overall portfolio management.

Key outline of the role:

  • Providing support to Relationship Managers and your clients with all services in line with Service Level Agreements
  • Strengthen client relationships within the region's current portfolios and optimise opportunities and client satisfaction levels
  • Management of credit exposures and mitigate risks
  • Support the Regional Management in developing new business
  • Complete analysis of your client's financial information and prepare documentation to the underwriting teams
  • Liaison with the customer service department during account opening to ensure delivery of excellent customer service at all times
  • Supporting with any administrative tasks as required

To be successful within the role:

  • Previous experience within a similar financial services / banking role
  • Knowledge and understanding or banking processes and key regulatory issues
  • Effective communicator - passionate about all things customer service!
  • Highly numerate
  • Excellent planning and organisational skills
  • Computer literate

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