Client Relationship Manager, Private Client Services

flagstar; Jericho (NY); On-site; USD 61,000 - 107,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Leave program

Job summary

Flagstar seeks an Associate Relationship Manager in Jericho, NY to build and maintain client relationships, delivering high-level service within Private Client Group. The role partners with teammates and product partners to ensure top-tier client experience.

Responsibilities include handling inquiries, onboarding new clients, supporting sales efforts, and ensuring data integrity while adhering to regulatory requirements. Excellent interpersonal skills are essential for success.

Qualifications

• Minimum 2+ years of related banking experience.
• Experience with KYC/AML and financial products.
• Strong customer service and relationship-building abilities.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Respond to client inquiries and coordinate with PCS for transactions.
• Support business development and onboarding of new clients.
• Assist with sales support activities, including pre-call planning and proposals.
• Monitor daily reports and cross-sell products as appropriate.
• Ensure compliance with KYC/AML and data integrity.
• Use judgment to make decisions and resolve problems.

Skills

Interpersonal skills

Customer service

Relationship management

Independent decision making

Time management

Education

High School / GED or foreign equivalent

Job description

Flagstar seeks an Associate Relationship Manager in Jericho, NY to build and maintain client relationships, delivering high-level service within Private Client Group. The role partners with teammates and product partners to ensure top-tier client experience.

Responsibilities include handling inquiries, onboarding new clients, supporting sales efforts, and ensuring data integrity while adhering to regulatory requirements. Excellent interpersonal skills are essential for success.