Relationship Officer at Rhizome Consulting

Summary

• The Relationship Officer is responsible for managing client interactions, supporting relationship managers, and ensuring consistent service delivery across assigned client portfolios. The role exists to strengthen client satisfaction, retention, and revenue growth through effective communication, coordination, and account support. This position serves as a critical interface between clients and internal teams, ensuring that client needs are understood and addressed efficiently.

Key Responsibilities
Client Relationship Management

• Serve as the primary day-to-day contact for assigned clients.
• Manage client inquiries, requests, and service issues promptly and professionally.
• Maintain strong working relationships with clients to support retention and loyalty.
• Support senior relationship managers in managing key client accounts.

Account Support & Portfolio Administration

• Assist in onboarding new clients and managing account documentation.
• Maintain accurate client records and documentation in CRM systems.
• Monitor client portfolios and support reporting and review processes.
• Ensure compliance with KYC, AML, and internal onboarding requirements.

Business Support & Cross-Selling

• Identify opportunities for cross-selling and upselling relevant products and services.
• Support the preparation of client proposals, presentations, and reports.
• Coordinate with internal teams to ensure the timely delivery of client solutions.

Service Quality & Process Improvement

• Ensure service delivery aligns with agreed service standards and SLAs.
• Escalate client issues appropriately and track resolution outcomes.
• Contribute to process improvements to enhance client experience.

Educational Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

Knowledge, Skills & Experience

• 4–7 years’ experience in client relationship, account management, or customer-facing roles within financial services.
• Familiarity with financial products, services, and client onboarding processes.
• Experience using CRM systems and client reporting tools.