Relationship Manager (Contract) (JR1019760)
- 2601 14th Avenue, Markham, Canada
This is a job opportunity for a Relationship Manager (1 year Contract).
To manage the activities of corporate issuers and mutual fund companies to ensure client satisfaction through the seamless, timely delivery of accurately executed deliverables for assigned clients. To maintain and deepen relationships with existing corporate clients and mutual fund companies, by utilizing inside and outside sales techniques.
Key Job Functions/Responsibilities:
Responsible for directly interfacing with corporate and mutual fund clients for retention initiatives, ensuring successful execution of investor communications.
Responsible for the co-ordination of proxy and other mailings or other products and services offered by Broadridge.
Strong knowledge of National Instrument 54-101, National Instrument 51-102, National Policy 11-201 and National Instrument 81-102.
Meet with existing and potential clients to discuss current regulatory initiatives, and other value propositions offered by Broadridge, to develop and maintain strong relationships.
Derive, understand, and document the client's business needs (includes identifying client specifications, analyzing client needs and recommending solutions).
Refer sales opportunities to Account Executives/Sales Directors, based on client discussions.
Interface with assigned issuer clients to promote Broadridge services including analytics and NOBO win-backs.
Seek, and provide, internal and external client feedback in the development of new products or product improvements, as well as in the form of issuer surveys.
Co-ordinate cross-border account management through interaction with Broadridge ICS or other external mailing partners.
Deliver quality products and services by successful project planning and tracking.
Responsible for ensuring all services provided and chargebacks are forwarded to Finance for invoicing in accordance with the contracts and/or department procedures.
Work with internal company resources (Analysts, Developers, Print, Operations, Quality Assurance, etc.) to ensure World Class Service.
Attend investor meetings as required for shareholder validation or to scrutineer.
Participate at trade shows, industry conferences and client presentations, as required.
Advise Senior Manager, Client Management, Issuer Services of all developments that may warrant attention or action.
Flexibility to work overtime is required to meet client demands and high volumes.
Other duties as requested.
University Degree in Business Administration or equivalent work experience
Minimum of 3 years’ experience in Client Management, Transfer Agency, or other areas of the financial industry (mutual fund, banks, or securities industry) preferred.
Familiarity with key markets (regulatory, issuer, and investment industry) an asset
Strong written and verbal communication skills
Strong client management skills
Proficient in identifying sales opportunities and following-up on leads
Able to work in a cross-functional environment
All necessary advanced technological tools are provided
Exposure to database systems is an asset
Proxy Plus and MUSIC – Broadridge systems