Relationship Manager (Hybrid)

Broadridge; Toronto; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Relationship Manager to serve as the principal point of contact for assigned clients. Responsibilities include managing client onboarding, ensuring data integrity, and advocating for client needs. The ideal candidate will have over 5 years of Class Action and Project Management experience. This role offers a hybrid work environment and requires excellent communication and organizational skills.

Benefits

Flexible work arrangements

Technology resources for remote work

Commitment to diversity and inclusion

Qualifications

• 5+ years of Class Action experience.
• 5+ years of Project Management, Client Management and/or Account Management experience.
• Experience with securities trading preferred.

Responsibilities

• Manage and ensure timely onboarding within agreed upon SLAs.
• Ensure refresh data has been received for all clients pursuant to their agreed upon schedule.
• Track all filing deadlines for their clients and ensure timely filing.

Skills

Excellent writing and oral communication skills

Detail-oriented

Time management

Multi-tasking

Education

College Diploma in Business Administration or equivalent work experience

Tools

MS Word

MS Excel

MS PowerPoint

Visio

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

The Relationship Manager serves as the principal point of contact for their assigned clients/accounts. They have the mandate of making our clients' lives easy, advocating for each client, and ensuring the optimal outcome. The Relationship Manager will work with Sales, Account Management, and the Operations team to ensure client satisfaction.

Key Job Functions/Responsibilities

• Manage and ensure timely onboarding within agreed upon SLAs
• Ensure refresh data has been received for all clients pursuant to their agreed upon schedule
• Track all filing deadlines for their clients and ensure timely filing
• Track all deficiency deadlines (and other claims admin requests like data integrity audits) for their clients and ensure timely response
• Ensure all clients data integrity audits and deficiency responses are timely and sufficiently responded to
• Advocate for client in each case and ensure claims are maximized
• Handle all client communications timely and professionally
• Ensure all correspondence and client requests are precise, simplified, and value add (e.g., serve as a liaison between Claims admin and clients to ensure that communications are clear, concise, and comprehensible)
• Provide regular reporting to clients on agreed upon schedule
• Ensure and communicate proper and timely payments
• Ensure all distributions are sent timely to clients pursuant to SLA and are cashed by clients
• Manage contract renewal and communicate to and with Account Management
• Develop a strong understanding of Broadridge and the scope of the company
• Be able to independently identify areas of improvement in client relationships
• Possess strong understanding of Class Actions and other areas relative to Broadridge/Client Relationship
• Be able to identify and engage appropriate internal departments to complete client tasks or projects
• Help to foster strong relationships with clients by coordinating and leading reoccurring calls and client meetings such as business reviews
• Partner internally to continually add efficiency to the day-to-day processes as well as to increase client satisfaction
• Act as a role model to other associates in consistent implementation of best practices with regards to client interactions, departmental procedures, and subject matter expertise
• Leverage experience to support the developmental needs of fellow associates
• Other duties as assigned

Basic Skill Level Requirements

Education:

• College Diploma in Business Administration or equivalent work experience

Experience:

• 5+ years of Class Action experience
• 5+ years of Project Management, Client Management and/or Account Management experience
• Experience with securities trading preferred

Skills:

• Excellent writing and oral communication skills
• Detail-oriented ability to multi-task, excellent time management, and follow-up skills.

Tools:

• Proficiency in all MS Office Applications: MS Word, MS Excel, MS PowerPoint, Visio, etc.

Recruitment Process

COVID-19 has accelerated change across our workplace, including our hiring practices. As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how virtual interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification
• Education verification
• Credit inquiry
• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.