Overview
Relationship Manager Jobs in Vancouver – British Columbia at TMX GROUP
Title: Relationship Manager
Company: TMX GROUP
Location: Vancouver – British Columbia
Category: Management, Finance & Banking
Venture outside the ordinary – TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous
innovative
organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful
collaboration
, and a nimble operating model, we’re powering some of the nation’s most critical systems, fueling capital formation and
innovation
, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.
Ready to be part of the action?
Now Hiring:
Relationship Manager The relationship manager, reporting to the Regional Head, Client Management, will develop strong cross functional relationships at the
senior management
level of our clients’ organization so that we effectively identify and capitalize on opportunities in all product lines. They will provide the full suite of services to assigned corporate clients and lead the client relationships across product lines.
The relationship manager is responsible for the overall quality of service, profitability and risk containment of assigned clients!
Key Accountabilities Assume responsibility for leading and strengthening the
client relationship
.
Develop and implement call plan for all clients. Find opportunities across all product areas and build action plans accordingly.
Upsell and cross sell new/valuable services to clients.
Keep Salesforce updated with all key contacts, influences and opportunities.
Prepare proposals, negotiate contracts as the need arises.
Develop positive relationships within multiple functions at client organization.
Work closely with the product development and business management of all product areas to help craft solutions to meet client needs.
Alert
senior management
to real or potential issues. Post and update Salesforce with Client At Risk information.
Review various legal and corporate documents/contracts, assessing degree of responsibility and risk for the Company; collaborate with internal counsel; provide information to corporate clients, their legal counsel and underwriters, and sign contracts on behalf of the Company, coordinates and attends closings.
Manage the process of transferring new business to the Company; ensure complete client documentation is in place; facilitate the effective integration of new clients into the ongoing operation and ensure appropriate system set up to allow the account to be run efficiently.
Participate in the formulation and negotiation of fee quotes as required.
Ensure compliance with policies, procedures and regulatory requirements.
Perform other duties as assigned.
Must Have:3 to 5 years’ experience in the financial services industry and/ or 1 to 3 years of proven experience in a client facing, relationship management role.
Post Secondary
Education
in a relevant field of study or equivalent experience
Experience in Financial services industry is required
Strong interpersonal skills, decision making, and
problem solving
skills
…
