Associate Relationship Management Jobs

A diploma in business and at least two years of related experience (or equivalent combination of education and experience)

Partner with Relationship Managers identifying and communicating with high potential customers and prospects

Analytical skills to notice and resolve errors, problems or numerical data inconsistencies

Specialized knowledge of lending procedures and approaches

Lending Admin Knowledge And An Agriculture Background Needed

Proactively build and maintain relationships with customers

Subscription-based financial research sales experience selling to the buy-side.

This remote role would suit someone in Toronto, Montreal or another location in the Eastern Timezone.

Expert Network with Institutional Investor client focus

We would like to hear from you if you have any of the following backgrounds.

Account and Relationship Management Executive

Excellent Communication (both oral and written) and presentation skills

Self-starter with an ability to manage own territory

Proven track record selling into the hospital market, nursing market, and graduate education market(preferred)

Experience selling into the C-suite

Demonstrate Ovid’s suite of products to customers and prospects

Manage contract disputes and interpretation procedures

Use contract knowledge and expertise to support enhanced delivery

Create a collaborative environment to identify capabilities

Manage several complex and large-scale sourcing initiatives

Work with cross-functional teams to determine business requirements and establish sourcing strategies

Track contract deliverables & obligations

5+ years with prior sales / relationship management experience in the financial services industry, with familiarity in advisor practice management

1-3 years of people management experience

Strong organizational skills: demonstrated ability to manage growing team while also meeting own responsibilities

Demonstrates effective and timely use of the customer relationship management system and expense reporting system

Apply understanding of market trends/business practices in making decisions necessary for enhancing the relationship management process

Proven relationship management acumen and prospecting aptitude

A minimum 5 years of financial institution management experience

5 years of relative Commercial or Cash Management experience

Ensure effective cash management strategies and solutions are presented to our existing members and new opportunities

A post-secondary degree in a business discipline or an equivalent combination of education and experience

Benefits that lead the field

Financial product benefits available immediately

The responsibilities for the Relationship Associate job opening in Saskatoon, SK include, but are not limited to:

The qualifications for the Relationship Associate job opening in Saskatoon, SK include:

Relationship Associate job opening in Saskatoon, SK (Customer Service)

Minimum 5+ years of professional experience in financial analysis within financial services, investment management, or consulting

Support and work on new analytics initiatives to provide insightful recommendations to internal stakeholders and Senior Management

Strong knowledge, understanding of or interest in private assets (throughout the investment and finance life cycle).

Strong written and verbal communication skills, experience building compelling presentation decks

A flexible/hybrid work environment combining in office collaboration and remote working

Business Analysis Skills preferred: Strong problem-solving, ability to think critically and creatively, and exercise good judgment.

Maintain knowledge of regulatory requirements and operational procedures, and ensure documentation is relevant and updated

At least 1-2 years of experience in a related role.

Teamwork experience and ability to collaborate with others

A day in the life of a Capital One Associate, Process Manager

Develop and perform quality assurance routines, controls, and monitoring to measure and analyze process performance on existing processes

A bachelor’s degree or higher.

Business Relationship Management Profession Certification

Excellent communication skills. Ability to work effectively with management, peers, staff, and other stakeholders

Experience coordinating, working with and presenting to upper management and senior executives

Training/certification in Project Management (PMP, Agile certification, etc.)

Manages and prioritizes all requests related to digital experience, automation, and process improvement

Maintains knowledge of evolving trends in technology and product/service digital experience and uses this knowledge and expertise to guide clients

Business Relationship Management Profession Certification

Manages and prioritizes all requests related to digital experience, automation, and process improvement.

Maintains knowledge of evolving trends in technology and product/service digital experience and uses this knowledge and expertise to guide clients.

A four-year Bachelor’s Degree in Business, Computer Science, or a related field or a combination of education and experience

Experience in post-secondary education is an asset

Manager, Business Relationship Management (BRM)

Two years customer service/account management experience

Opportunities to expand your skill set and share your knowledge ross a publicly traded, global organization

Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.

Medical, dental, and vision benefits with employer HSA contributions (US)

Manage, service and mitigate risk on customer accounts by utilizing applications such as Salesforce and Tableau.

Identify and manage daily customer delinquencies.

The responsibilities for the Relationship Associate job opening in Saskatoon, SK include, but are not limited to:

The qualifications for the Relationship Associate job opening in Saskatoon, SK include:

Relationship Associate job opening in Saskatoon, SK

A diploma in business and at least two years of related experience (or equivalent combination of education and experience)

Partner with Relationship Managers identifying and communicating with high potential customers and prospects

Analytical skills to notice and resolve errors, problems or numerical data inconsistencies

Specialized knowledge of lending procedures and approaches

Proactively build and maintain relationships with customers

Answer customer inquiries in a thorough and professional manner, creating sales opportunities

7-10 years’ Change Management experience.

Prosci Certified/experience – plus skill.

Financial Industry experience – plus skill. (ex. General Ledger)

Background working with Microsoft Excel.

Location: Toronto, Ontario - Hybrid

Communicate closely with Stakeholders on project progress.

1+ years of experience, with demonstrated interest in investments, asset allocation, and sales process within the institutional asset management industry

Write and publish client meeting summary notes posted to firm wide client relationship management systems.

Passion for the financial markets and client relationship management, including providing excellence in client service

Support Senior Relationship Managers with all on-going business development, client service and communication with clients and prospects.

Strong interpersonal skills to establish credibility with key stakeholders throughout the firm

Undergraduate degree in a finance-related field. Graduate degree or specialized financial designations such as CFA Charter preferred

Develop an understanding of customer needs by use of customer relationship management (CRM) tools and work queues.

Preference for one (1) or more year of relevant customer service or account management.

Assist the Relationship Manager in achieving branch goals.

Manage, service and mitigate risk on customer accounts by utilizing applications such as Salesforce and Tableau.

Identify and manage daily customer delinquencies.

Previous sales or upselling experience preferred.

You have a degree/diploma in Commerce or Business Administration with knowledge of cash management products and service offerings.

You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

Superior relationship management, negotiation, organizational and time management skills.

Excellent communication, organizational and time management skills.

Follow Liberty’s Guidelines for Inclusion and build on personal DE&I knowledge and skill sets.

Profitably underwrite, service and retain a portfolio of Management Liability business, ensuring alignment with Liberty’s renewal process, underwriting guidelines and strategies.

Work closely with Senior team members, Management and Product Leaders to ensure consistency with underwriting approach and product strategies.

Post-secondary education, relevant insurance designations/education or related work experience in the financial sector is required.