What you'll be doing

• Support a designated group of Relationship Managers across a broad range of client and operational requests, ensuring timely and efficient execution
• Partner closely with RMs on client retention strategies, helping to identify risks and opportunities to strengthen long-term relationships
• Leverage internal systems, data tools, and cross-functional collaboration to develop reports, presentations, and client-facing materials
• Develop and deliver both standard and ad hoc reporting with a high degree of accuracy, including benchmarking, activity tracking, and performance insights
• Analyze results and synthesize key findings into actionable recommendations that drive process improvements, enhance performance, and elevate the client experience
• Collaborate with RM leadership to support strategic initiatives, including process optimization, scalability efforts, and business planning
• Conduct research on market, channe...