Relationship Services Associate - three+one® : Job Details

Who is three+one?

three+oneⓇ is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, public authorities) and higher education institutions (public/private colleges & universities) to execute cash management, investing, and treasury management decisions with more confidence and greater insight.

Our core mission is to exceed expectations - for our clients and our team. We believe in opportunities to grow professionally and personally. Our diverse team aims to develop technological enhancements in liquidity management. Your role will put three+one at the forefront of this emerging marketplace where government and technology intersect.

Our core services include (1) cashVest, a platform for liquidity monitoring; (2) rfpPrep, a complementary digital platform for streamlining banking and investment management procurement; and (3) munibank, a tool for benchmarking bank fees by type of entity, region, volume, and rank.

Our number one priority is to exceed our clients' expectations and provide them with the best liquidity data analyses, increasing the value of all their financial resources.

Summary

This position supports our Relationship Management team in building and maintaining strong customer relationships that are vital to the firm's success. The ideal candidate will assist with three+one's unique data collection process, managing client financial data and supporting daily tasks like collecting, processing, and analyzing bank data. Additional responsibilities include assisting with benchmark data collection, ad hoc reporting, investment data reconciliation, and client follow-up to strengthen relationships.

We're seeking an ambitious, diligent individual passionate about using analytical skills to identify client issues, find solutions, and enhance relationships. Success in this role requires a willingness to learn or relevant prior experience with data analysis/organization, an understanding of vcash/treasury management in the public sector, and customer relationship management. The ability to manage multiple tasks, adapt, and collaborate is essential. This role offers growth opportunities within three+one and is based in Rochester, NY, reporting to the Vice President for Onboarding and Customer Retention.

Responsibilities

• Focus on client retention by collaborating with the Relationship Management (RM) team to develop and implement strategies that strengthen client relationships and ensure long-term satisfaction.
• Access various banking portals to securely capture data, including historical transactions and account balances, ensuring that data supports client retention efforts.
• Organize and review data to maintain accuracy and consistency, enabling effective analysis and data ingestion.
• Work closely with the RM and Data Analysis teams to verify client information's accuracy, which is critical for maintaining strong, trust-based client relationships.
• Continually track and report on the status of data collection, with a focus on how the data can be leveraged to enhance client retention.
• Perform reconciliation of client investment data to maintain accurate, reliable information.
• Assist in the “Rate Quote Request” process to drive value for clients.
• Provide backup support during onboarding new clients, ensuring a smooth start that sets the foundation for future retention.
• Regularly update the customer relationship management (CRM) system to reflect the latest client interactions and insights.

Knowledge, Skills, and Competencies

• Proficient knowledge of Microsoft Office Applications and the Google Apps Suite (Gmail, Drive, Calendar, etc.).
• Excellent written and verbal communication skills
• Intellectually curious with a desire to learn
• Excellent organizational skills with ability to manage multiple priorities and meet established deadlines
• High attention to detail and accuracy and the ability to work on several projects simultaneously
• Ability to take feedback constructively with an improvement-focused attitude.
• Comfort working in a fast-paced and evolving environment
• Discretion in dealing with sensitive client financial information that must be kept confidential
• Ability to prioritize tasks effectively and to work independently on assigned duties
• Strong problem-solving skills

three+one Benefits for this position

• Unlimited PTO (based on activity requirements being met & effectiveness)
• Opportunities for flexible remote work (based on activity requirements being met & limitations around secure access to data)
• Monthly birthday celebrations with lunch provided
• Monthly team lunch & learns with lunch provided
• Ability to participate in a 401K plan
• Optional pre-tax health and dental insurance available
• This is a full-time position. The salary is $59,000 - $62,000. Additionally, the company has an equity program that is available to participate in after at least one year of employment in good standing.

Preferred Qualifications and Experience

• Comfortable working between multiple computer systems and multiple virtual meeting tools
• Comfortable working with cross-functional teams and managing competing objectives
• Strong ability to work and partner with team members to deliver results.
• Ability to manage tight deadlines, prioritize workload, and achieve effective results in a dynamic, ever-growing, and evolving environment.
• 1-3 years of relevant experience