Relationship Associate III

As a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional, paralegal and administrative support to client relationships as directed by the assigned Relationship Manager or Managers (“RM”) or other WMAS team members within Wealth Management & Advisory Services (“WM&AS”). Responsible for client service, complex administrative requirements to ensure the highest level of customer service and accuracy to established controls and procedures. Directly supports RM in all responsibilities including the development of new business.