Responsibilities Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations; Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues; Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs; Works closely with Case Manager on the onboarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross‑sell opportunities to deepen and increase share of wallet; Drives innovation in the solutions we provide clients and further develops our business where necessary and appropriate; Supports the Senior Relationship Managers in structuring deals that balance risk and reward; Maximizes client ex...