Relationship Management Associate 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

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)

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.

Review DRIP plans and coordinating with the Cash Management department and CDS

Coordinate with Corporate Actions and Cash Management team and/or CDS on security conversions and redemptions

Be knowledgeable of all existing products and services to effectively promote and champion all offerings

Strong proficiency with Microsoft Office Suite (Excel, MS Word), Google Suites application, Database Management and other desktop applications

Review of completed Proxy Planners to ensure all requirements and timeline deficiencies are communicated to the issuer or their advisors

Coordinate and advise client and finance of advance funds required for printing and mailings and other applicable services

Strong time management skills including an ability to meet deadlines and establish priorities to manage multiple issues and cross functional teams;

Excellent facilitation and communications skills with a particular emphasis on being able to translate business requirements into tangible technical understanding;

As ATB's next Director of Client Relationship Management (CRM),

Develop and manage the AOE's COE roadmap and ensure that all initiatives are aligned with the overall organizational roadmap.

At least 10 years of project delivery experience, including experience in leadership roles driving cross functional teams and leading large-scale implementations;

Previous experience delivering Salesforce related projects is considered an asset;

Strong time management skills including an ability to meet deadlines and establish priorities to manage multiple issues and cross functional teams;

Excellent facilitation and communications skills with a particular emphasis on being able to translate business requirements into tangible technical understanding;

As ATB's next Director of Client Relationship Management (CRM),

Develop and manage the AOE's COE roadmap and ensure that all initiatives are aligned with the overall organizational roadmap.

At least 10 years of project delivery experience, including experience in leadership roles driving cross functional teams and leading large-scale implementations;

Previous experience delivering Salesforce related projects is considered an asset;

10+ years’ experience in Commercial Banking, Corporate Lending and/or Corporate Finance.

Work closely with Corporate Client Finance Group (CCFG) to ensure proper risk oversight

MBA, CA, CMA, CGA, or CFA combined with a Degree in Business, Economics or Finance.

Strong interpersonal, analytical and technical skills.

Professional written and verbal communication skills.

Strong leadership skills and the ability to work effectively in a team environment with a marketing orientation.