Relationship Manager

Jobtailor; Toronto; On-site; CAD 70,000 - 95,000; Full time

Job summary

Jobtailor seeks a client relationship/account manager to develop and maintain relationships for simple to mid-level accounts and sometimes large, critical accounts. You will sell Corporate Trust products, review contracts, and coordinate with internal partners to ensure successful delivery.

Ideal candidates have 4+ years in Corporate Trust/related fields, strong communication, and the ability to interpret complex legal documents. Bachelor’s degree preferred and a high attention to detail.

Qualifications

• 4+ years of experience in Corporate Trust, Financial Services, Account Management, Servicing, Operations, or related fields.
• Bachelor’s Degree preferred.
• Relationship/Account Management experience.
• Proven ability to read and interpret complex legal documents.

Responsibilities

• Develop and maintain client relationships for simple to mid-level accounts and sometimes large, critical, and complex accounts.
• Sell and promote Corporate Trust products and services to new and existing clients to increase account profit.
• Review and negotiate contractual documents.
• Coordinate with internal partners on deal closings, amendments, and supplements.
• Act as the primary client contact through proactive communication and consultation.
• Coordinate internal partners for effective delivery of Corporate Trust products and services.

Skills

Relationship management

Contract negotiation

Analytical skills

Communication skills

Education

Bachelor’s Degree

Tools

MS Excel

MS Access

Job description

• Develop and maintain client relationships for simple to mid-level accounts and sometimes large, critical, and complex accounts
• Sell and promote Corporate Trust products and services to new and existing clients to increase account profit
• Review and negotiate contractual documents
• Coordinate with internal partners on deal closings, amendments, and supplements
• Act as the primary client contact through proactive communication and consultation
• Coordinate internal partners for effective delivery of Corporate Trust products and services
• Provide limited support for new account sales
• Establish controls and proactively support risk management in line with risk policy, framework, and appetite
• Understand key business procedures and associated risks and controls for each client and deal
• Recognize issues or problems and determine when to escalation or handle independently

Requirements

• 4+ years of experience in one or a combination of Corporate Trust, Financial Services, Account Management, Servicing, Operations, production or general office environment, demonstrated through work or in lieu of military experience
• Bachelor’s Degree preferred
• Relationship/Account Management experience
• Excellent verbal, written and interpersonal communication skills
• Ability to read and interpret complex legal documents
• Ability to navigate multiple computer systems and applications
• Effective organizational, multi-tasking and prioritizing skills
• Solid PC skills, including proficiency with MS Excel and Access
• Ability to work in a high-pressure and time-sensitive environment
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
• Strong analytical skills with high attention to detail and accuracy
• Ability to interact with all levels of an organization
• Proven leadership skills

Core Competencies

Demonstrates expertise in Corporate Trust and Financial Services with a strong focus on Relationship Management, risk management, and effective communication. Proven ability to navigate complex legal documents and deliver client-focused solutions in high-pressure environments.

Highest-signal resume keywords

• Corporate Trust Experience
• Relationship Management
• Contract Negotiation
• Analytical Skills
• Customer Service Focus

Hard Skills

• Account Management
• Risk Management
• Legal Document Interpretation
• Multi-Tasking
• MS Excel Proficiency
• MS Access Proficiency

Soft Skills

• Excellent Communication Skills
• Organizational Skills
• Interpersonal Skills
• Leadership Skills
• Attention to Detail

Industry Keywords

• Financial Services
• Client Relationships
• High-Pressure Environment
• Customer Needs Assessment

Tools & Technologies

• Computer Systems
• Applications