6 months Client Relationship Assistant

Please note that this role will be under a payroll parking arrangement. Key Accountabilities Client Relations · Execute client instructions on behalf of the Relationship Manager (RM) accurately, in a timely manner and in adherence to processes and procedures · Assume ownership for low complexity transactional clients in support of the RM · Act as the initial point of contact for inbound client calls, building client relationships as appropriate · Contact clients for formal reviews (investment an