Relationship Support Executive

The role holder will be responsible for supporting Relationship Managers & Account Executives with servicing of their portfolio of clients. The successful applicant will be expected to work with colleagues and clients across the business to grow business in pre-defined sectors & jurisdictions including: Fiduciaries, Funds, Family Office and Local Corporate market clients.
There may be some direct client contact, both verbal and written with clients as part of this role.

**To be successful and a Relationship support executive you will need experience with**:

- Accuracy with excellent attention to detail and organisation skills, and the ability to lead and handle a number of tasks simultaneously and prioritise accordingly
- Self-motivated, ability to work independently and on their own initiative and remain calm under pressure
- Excellent social and influencing skills are essential to the role, as well as the ability to work as part of a team
- Excellent communication skills as there may be some direct client contact, both verbal and written as part of this role

**Skills that will help you in the role**:

- Logical and structured approach to achieving desired outcomes along with good written and oral communication required to communicate across all levels
- High integrity and trust due to the sensitive nature of information handled

**Purpose of the role**

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

**Accountabilities**
- Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
- Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
- Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
- Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
- Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
- Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
- Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
- Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
- Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
- Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

**Analyst Expectations**
- To meet the needs of stakeholders/ customers through operational excellence and customer service
- Perform prescribed activities in a timely manner and to a high standard
- No people leadership roles at this grade.
- Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of team members.
- Identify escalation of policy breaches as required.
- Take responsibility for customer service and operational execution tasks.
- Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
- Gain and maintain an understanding of own role, how the team integrates to achieve overall objectives, alongside knowledge of the work of other teams within the function.
- Work within well-defined procedures that may involve a variety of work routines.
- Demonstrate an understanding of the procedures.
- Evaluate and select the appropriate alternatives from defined options.
- Make judgements based on the analysis of factual information.
- Build relationships with stakeholders and customers to identify and address their needs, in support of a smooth operating process, handling sensitive issues as required.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.