Client Relationship Coordinator - Wealth Management Support

Deutsche Bank; Jacksonville (FL); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Generous vacation and personal days

Wellbeing benefits

Educational resources and employee‑dr术

Job summary

Deutsche Bank in Jacksonville, FL is seeking a Relationship Coordinator to support bankers in maintaining key client relationships and revenue streams. You will be the primary day-to-day client contact, liaising with clients, bankers, and operations to respond to inquiries and prepare presentations.

You will handle KYC processes, assist in acquiring new clients, and drive event-driven reviews while maintaining a robust deal pipeline.

Qualifications

• Undergraduate degree, bachelor’s degree in finance related field preferred.
• Experience in a related field a preference.
• Ability to interact effectively with clients, managers, and peers.

Responsibilities

• Provide back-up coverage when bankers are unavailable and follow up on assigned projects.
• Organize and maintain files, correspondence, and records per policy; facilitate client transactions.
• Manage Know Your Client (KYC) processes and account openings; review KYCs to completion.
• Support bankers in acquiring new clients and revenue streams; maintain deal pipeline.

Skills

Related field experience

Interpersonal skills

Oral and written communication

Education

Bachelor's degree in finance related field

Job description

Deutsche Bank in Jacksonville, FL is seeking a Relationship Coordinator to support bankers in maintaining key client relationships and revenue streams. You will be the primary day-to-day client contact, liaising with clients, bankers, and operations to respond to inquiries and prepare presentations.

You will handle KYC processes, assist in acquiring new clients, and drive event-driven reviews while maintaining a robust deal pipeline.