Relationship Advisor II- Global Fund Banking

Responsibilities

• Partners with relationship team to support client onboarding and lifecycle needs
• Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards
• Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
• Cross-Functional Collaboration: Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues
• Advise clients on risk mitigations strategies to prevent money laundering and fraud
• Proactive Client Support: Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints

Qualifications

• Bachelor’s Degree with 2 years of client service experience in banking/financial/investor services role, OR
• High School/GED with 5 years of experience

Preferred Skills

• Client service or client support experience in financial services and products
• Strong familiarity with banking products and payment operations
• Demonstrated organizational skills with ability to manage multiple tasks in succession
• Strong communication and cross-functional collaboration skills