Relationship Management, Officer

Officer – Asset Owner Relationship Manager
The Officer – Asset Owner Relationship Manager (AO RM) provides day-to-day, reactive relationship management support for a portfolio of Asset Owner clients within the North American Asset Owner segment. This role focuses on maintaining strong client service delivery, responding to client needs, and supporting senior Relationship Managers and Sales partners in managing established client relationships.

What You Will Be Responsible For

Support a grouping of client relationships under the guidance of Senior Relationship Managers and Sales partners.

Act as a primary point of contact for day-to-day, reactive client needs, inquiries, and service-related requests.

Monitor and respond to client service issues, partnering with internal teams to drive issues through to resolution.

Support ongoing monitoring of client satisfaction and service quality, including maintaining client sentiment trackers where required.

Assist with coordination across client delivery, product groups, regional teams, and internal partners to ensure seamless service delivery.

Maintain accurate and up-to-date client information in SF360 CRM, including contacts, meetings, service interactions, and relevant updates.

Support preparation of client materials, including meeting decks, presentations, RFP responses, and internal business overviews.

Assist with onboarding of new assets, account changes, and risk management activities to ensure smooth execution and positive client experience.

Support completion of Due Diligence Questionnaires and other client documentation when received.

Escalate material service issues or risks to senior coverage officers as appropriate.

Partner with senior team members to support retention of existing revenue streams and client relationships.

What We Value

Strong verbal and written communication skills.

Ability to manage multiple requests in a responsive, organized, and detail-oriented manner.

Ability to collaborate effectively with internal partners across functions.

Developing understanding of client businesses, challenges, and service requirements.

Commitment to delivering high-quality client service and building trust.

Education & Preferred Qualifications

Bachelor’s degree or equivalent experience.

5–8 years of total work experience preferred.

Prior experience in Financial Services, Client Service, or Relationship Management.

Foundational knowledge of the financial services industry.

Salary Range
$65,000 - $113,750 Annual

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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