GCM Relationship Manager III
New
Based in the United StatesFull-TimeSenior
Salary46.64 - 77.74 USD per hour
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Job Details
- Experience
- 3+ years
- Required Skills
- Client relationship managementFinancial analysis
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent combination of education and experience.
- 3+ years of client service experience within Global Capital Markets, trust services, or a related financial services environment.
- Strong understanding of financial products, corporate structures, and capital markets operations.
- Proven ability to read, interpret, and analyze complex legal and transactional documents.
- Strong analytical and problem-solving skills with attention to detail in high-risk environments.
- Excellent verbal and written communication skills with the ability to engage clients and senior stakeholders.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting.
- Proficiency with financial systems, reporting tools, and standard business software.
- Ability to calculate and interpret financial metrics such as interest, commissions, percentages, and fees.
- Experience in supervisory or team leadership roles is a plus.
Responsibilities
- Manage and oversee the daily administration of assigned Global Capital Markets (GCM) client accounts, ensuring accurate setup, execution, and compliance with internal policies and regulatory requirements.
- Serve as the primary point of contact for clients and coordinate with internal teams, legal counsel, advisors, and external partners to support transaction execution.
- Review, analyze, and support negotiation of legal and operative documentation related to client transactions and account structures.
- Monitor operational systems and account activity to identify and mitigate risks, escalating issues where necessary to legal, compliance, or risk teams.
- Execute account administration tasks including cash flow processing, fee billing, reporting, and tickler management with high accuracy and timeliness.
- Support deal structuring and closing activities by collaborating with sales teams, clients, and external stakeholders.
- Participate in client meetings, transaction closings, and presentations, ensuring effective documentation and follow-up actions.
- Develop and maintain strong client relationships to identify new business opportunities and support account growth.
- Monitor receivables and coordinate with billing teams to ensure timely fee collection and financial accuracy.
- Contribute to internal projects, process improvements, and control enhancements to strengthen operational efficiency and risk management.
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