Associate Relationship Manager

TMX Group; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services company is seeking an Associate Relationship Manager in Toronto. The role involves supporting Relationship Managers, managing client relations, and ensuring compliance with regulations. Candidates should have a diploma in Business Management, experience in the securities transfer industry, and strong communication skills. Enjoy a hybrid work environment with opportunities for growth and wellness.

Benefits

Generous time-off and leave policies

Flexible work environment

Qualifications

• 1 to 3 years of experience in a similar role.
• Minimum of 2 years experience in the securities transfer industry.
• Strong knowledge of operations.

Responsibilities

• Support developing and reinforcing long-term professional relationships with clients.
• Respond to day-to-day requests from clients.
• Coordinate internal activities to fulfill client requests.

Skills

Communication skills

Client-facing experience

Proficiency in Microsoft Office

Proficiency in Google suite

Education

College diploma or university degree in Business Management

Tools

Salesforce

TranStar

Job description

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?

The Associate Relationship ("ARM") works alongside Relationship Managers ("RM") providing support in developing and reinforcing long-term professional relationships with clients, stakeholders and prospects.

This role is Hybrid (3 days/week in off ice) - based in Toronto

Key accountabilities:

• Respond to day-to-day requests from clients.

• Coordinate internal activities required to fulfill client requests.

• Assisting the Relationship Manager in building and reinforcing client relationships through in-person meetings and attending events. As well as joining recurring/ad-hoc client calls and touch points.

• Review, reconcile and approve monthly client invoices.

• Assist in the management of client receivables.

• Manage the production of specialized client reporting.

• Prepare recurring and ad-hoc reporting requests for assigned clients.

• Coordinate the tasks and preparing deliverables required for clients' recurring dividend distributions

• Facilitate recurring mailings for assigned clients

• Manage the Annual General Meeting (AGM) set-up process, coordinating the printing and mailing of shareholder materials. As well as, managing the set up process of essential steps including Notice & Access, E-Voting, E-distribution, Proxy reporting, Meeting report preparation.

• Managing and operating virtual AGMs on internal application

• Coordinate with clients and internal teams for cash and share releases, re-issuances and corrections.

• Initiate web content updates.

• Maintaining updated client information in internal applications and databases (eg. Salesforce)

• Manage routine redemptions, conversions and exchanges.

• Ensure compliance with policies, procedures and regulatory requirements.

• Perform other duties as assigned.

Must Have:

• College diploma or university degree, or equivalent experience preferably in Business Management

• 1 to 3 years’ experience in a similar role

• Minimum of 2 years experience in the securities transfer industry with a strong knowledge of operations

• Proficient with Microsoft Office & Google suite

• Strong communication skills (verbal & written) and client-facing experience

Nice to Have:

• Experience with TranStar and similar record keeping applications

• Canadian Securities Course (CSC)

• Salesforce experience

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.