Relationship Management Intern at R&T Deposit… · New York

Summary: R&T Deposit Solutions is a financial technology company based in New York City, recognized for its administration of insured deposit programs. The Relationship Management Intern will support the team in managing and growing client relationships, ensuring client satisfaction and revenue growth within a fintech environment. Responsibilities: - Support day-to-day Relationship Management activities and shadow team members to gain exposure to client engagement and account strategy - Maintain, clean up, and ensure data integrity within Salesforce, including account updates, activity tracking, NPS scores, agreement links, and contact cleansing - Participate in client meetings, assist with issue resolution, and support follow-up communications and action items - Develop and enhance PowerPoint Quarterly Business Review (QBR) templates tailored by account - Organize and develop standardized pre-meeting, post-meeting, and client review templates to improve consistency and efficiency - Assist in the development and ongoing enhancement of a Relationship Management dashboard to track relationship health, KPIs, and NPS - Review and consolidate Relationship Management folders from F Drive and OneDrive into a centralized Relationship Management folder on SharePoint - Organize and support client outreach initiatives, including coordination, tracking, and reporting - Assist with process improvement projects to enhance operational efficiency and client experience - Collaborate with cross-functional teams, including Client Services, Product, IT, Operations and Sales, to ensure alignment of client needs Required Qualifications: - Currently pursuing a Bachelor's degree in Business, Finance, Communications, or a related field with a GPA of 3.0 or higher - Strong analytical and problem-solving skills, with keen attention to detail - Excellent written and verbal communication skills - Proficiency in Microsoft Excel, PowerPoint, and other productivity tools - Interest in financial technology, client services, and process improvement - Ability to work collaboratively in a fast-paced environment Preferred Qualifications: - Prior experience in customer service, financial services, or project management Required Skills: Salesforce, Microsoft Excel, Microsoft PowerPoint Important Skills: Analytical skills Nice-to-Have Skills: Customer service experience, Interest in FinTech, Project management experience Benefits: Hands-on experience in Relationship Management within the FinTech industry, Mentorship and guidance from experienced professionals, Networking opportunities with industry leaders and professionals, Opportunity to work at a fast-growing, private equity-backed company