Hours/Week: 40 hours Location: US:PR:San Juan Summary: The Relationship Manager acts as the primary point of contact for investment managers and investor inquiries. This individual oversees the relationship and expectations of clients/portfolio managers while effectively resolving issues and escalating where necessary. Education and Training: Bachelor's Degree in Business, Finance, or Accounting preferred with related experience. Minimum of 5 years' experience in Relationship Management. Skills: Good management skills Strong ability to analyze problems and implement solutions Ability to be organized and follow through Ability to prioritize work assignments and multitask Ability to understand complex systems Ability to work efficiently with teams, lead and coach others Display a high level of competency with Microsoft Word and Excel, as well as personal computer skills Understanding of programming logic Must be self-motivated and flexible Good mathematical skills Responsibilities: Provides a high level of administrative and client service support that enables the (SRM) to focus on proactive relationship management and new business development. Responsible for managing the administration of client accounts in compliance with MTC policies and procedures. Work with other members of the Trust Company's administrative, investment and operations teams to proactively administer client relationships. Meets with clients to discuss client needs and objectives. Responds to client inquiries and addresses client concerns in a timely, accurate and professional manner. Process, or delegate and monitor, account transactions as requested by clients or the SRM, including investment changes, asset transfers and payment of periodic bills. Responsible for managing the Account Administrative Review process, requesting assistance from the SRM as needed. Review accounts for compliance with governing document and MTC policies and procedures. Prepares probate court accountings. Responsible for managing the Investment Review process, requesting assistance from the SRM as needed. Monitors client accounts for compliance with account investment objectives. Responsible for managing the new account setup and account closing process by following established guidelines and procedures. Review Trusts, Agency Agreements and Wills to compile information necessary to set up new accounts and to provide guidance in account administration Maintain an up-to-date working knowledge of investments, trust administration, taxation and estate planning. Perform operational components of routine transactions, including disbursements/receipts, mutual fund trade reports and file maintenance to accounts utilizing trust accounting systems. Responsible for preparation of monthly trustee's meetings (i.e.; call reports, statements of condition, income and expense, open/closed accounts) and prepare minutes of TAC and TIC meetings. Perform any and all duties as assigned from time to time. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk, sit, user hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity. SDL2017
