Client Relationship Management Associate (Banking, Investments, Excel)

Job title:

Client Relationship Management Associate (Banking, Investments, Excel)

Company

Teamrecruiter.com

Job description

Our banking client is looking for a Institutional Client Relationship Management Associate (Banking)
Length: 24 months contract with the possibility of extension and conversion to full time employment
Location: Toronto, ON (Hybrid) – 3 times per week in office, flexible but team goes in Tuesday to Thursday
Working Hours: 37.5hrs per week
Line of Business: Global Asset Management
Estimated Start Date: March 17th, 2025ROLE MANDATE:
We are seeking an experienced and motivated professional to join our team as an Associate, Strategic Relationship Management. This role is focused on strengthening relationships with institutional clients, driving continuous service improvements, and supporting business retention through proactive engagement. The selected candidate will be supporting the Institutional segments team and primarily acting as a liaison for onboarding activities between customers and legal, compliance, AML, asset management, portfolio managers, operations, and business development teams.ROLE RESPONSIBILITIES INCLUDE (but are not limited to):

• Strengthens relationships with institutional clients, ensuring business retention and delivering exceptional service
• Coordinates relationship management activities with internal teams, including Sales, Product Management, Marketing, Legal, Compliance, Indigenous Banking, Indigenous Trust, Commercial Banking, and other stakeholders
• Proactive client engagement to identify and meet client needs
• Works with senior staff on larger and/or more complex client relationships and issues
• Conducts independent analysis to resolve strategic issues and provide insights and recommendations based on data and business strategy
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve retention objectives
• Prepares client and market summaries as required and participates in industry and prospect events to grow presence in the marketplace
• Provides timely and effective responses to client questions and issues, ensuring adherence to compliance, regulatory, and legal guidelines
• Monitors and tracks performance, addressing any issues and providing input into operational programs and product development
• Demonstrates effective use of customer relationship management systems and other tools to support reporting and communication
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works independently on a range of complex tasks, which may include unique situations
• Broader work or accountabilities may be assigned as needed

MUST HAVE SKILLS:

• 4 to 6 years of relevant experience and education (Business/Finance/Statistics degree)
• Growing understanding of relationship management and market dynamics
• Previous banking/financial institution experience
• Knowledge of Investment terms
• Strong verbal and written communication skills, with advanced analytical and problem-solving capabilities
• Collaborative mindset and the ability to influence and build rapport with internal and external stakeholders
• Proficient in data-driven decision-making and using insights to guide strategic actions
• Self-starter and strong time management
• Detail oriented
• Professional and polished demeanor and comfortable with client facing interactions
• Proficient with Excel and PowerPoint
• Previous experience with document collection and tracking

NICE TO HAVE SKILLS:

• Experience with eVestments database (Nasdaq) a nice to have
• Project management/coordination experience an asset

INTERVIEW PROCESS:

• First Round – 30 minutes in person interview with Senior Team Member
• Second Round – 30 minutes MS Teams with Hiring Manager
• Interview format will consist of behavioral/situational style questions

URGENT: Please read the job description below. If this interests you, please send a MS-Word version copy of your updated resume (ASAP) along with your salary expectations, first available date and a telephone contact number: E-mail to [email protected]Please mention the job title above in the subject line
The recruiter in charge of this role is SanIf you do not think you are a match for this opportunity, but know someone who is, feel free to forward this email to them and you will be eligible for a referral bonus upon a successful hire.Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!Please note: Adherence to our end client’s vaccination policy is a requirement. Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!Teamrecruiter.com IncTeamrecruiter.com est un fournisseur de services de dotation et de recrutement auprès des entreprises Fortune 500 et des entreprises à croissance émergente en Amérique du Nord. Nos consultants et chargés de comptes travaillent en interne…

Expected salary

Location

Toronto, ON

Job date

Sun, 23 Feb 2025 08:54:33 GMT

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