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.