As a member of the Client Relations team, the Senior Associate has a broad range of responsibilities related to institutional client relationship management. The position fosters and strengthens long-term partnerships with our clients and with internal BCI departments in our collective objective to ensure we consistently exceed the service and performance expectations of our clients. This position entails extensive dealings with senior staff in other BCI departments, as well as external parties (e.g., consultants, stakeholders, clients).
The Senior Associate is directly accountable to the Senior Manager, Client Relations. The Senior Associate works collaboratively with other team members by providing leadership on a broad range of functions to support CIR’s Client Relations Managers in delivering on the overall goals of the department. The career progression for this opportunity is to move forward into a Relationship Manager role when appropriate.
WHAT YOU BRINGUniversity degree in Economics, Business, Finance, or a related discipline
Preference for candidates working towards the Chartered Financial Analyst (CFA) designation or similar designation
Senior Associate - 5+ years of progressive experience in a financial organization(s) working with institutional investors. Institutional investment management or client-facing investment consulting experience is preferred.
A strong conceptual understanding of investment principles and practices spanning all asset classes (Fixed Income; Public Equities, Mortgages, Real Estate, Infrastructure & Private Equity); and, and the demonstrated ability to apply concepts in work activities
Team-oriented, with a responsive and client-focused approach
Strong communication skills, both verbally and in writing
Excellent interpersonal skills with the ability to communicate with confidence and work collaboratively with internal partners and external stakeholders
Excellent writing and peer review/editing skills with a high attention to detail
Strong project and time management skills; excel at working in a deadline-driven environment
Well-developed problem-solving abilities; able to identify opportunities for process improvement and implement as needed
Demonstrated proficiency with Microsoft Office applications (Word, PowerPoint, Excel, Power BI, Teams), CRM systems, Adobe Acrobat Pro and SharePoint
The Corporate & Investor Relations (CIR) department plays a crucial role in maintaining and enhancing BCI's relationships with its clients and stakeholders through world-class engagement.
Within CIR, as part of the Client Partnerships team, Client Relations is committed to the valued partnerships BCI has built with clients to ensure they achieve their long-term financial goals in a rapidly changing world.
WHAT YOU GET TO DOThe Senior Associate supports the efforts of the Client Relations Directors and Managers to proactively ensure that BCI exceeds our clients’ service expectations; and, in the process, develops a strong understanding of each client’s needs. They represent BCI in its dealings with our valued clients and other external stakeholders (e.g., industry participants, service providers, etc.).
Assist in Creating Successful Client Engagements:Support the development/writing/formatting of client documents from across the organization, including proofreading/editing
Conduct independent research and analysis on a wide range of investment topics and draft briefings/materials for review by the Directors and Relationship Managers
Assist the Relationship Managers with the planning and coordination of client meetings including agenda planning and liaising with internal partners
Prepare briefings for BCI executive team
Participate in delivering client investment education programs and client events developed by CIR’s Client Experience team
Build a close working relationship with client contacts and the BCI team
Provide complete and timely written responses to client queries, with minimal oversight required
Support the Relationship Managers in identifying client issues, and in delivering periodic client account meetings to review performance and identify opportunities for improvement
Share insights across the team and provide actionable recommendations
Work collaboratively within the Client Partnerships teams to coordinate deliverables associated with shared projects
Work with other departments of BCI to improve systems, processes and communications, and collaboration
Support departmental and corporate initiatives to strengthen client confidence in BCI and measurably improve client satisfaction levels
Champion BCI’s client-centric culture in every interaction
May select and manage temporary team members such as co-op students and interns
Work from our downtown Victoria office.
WHY APPLY TO JOIN BCIWith our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of Canada’s Top 100 Employers – for the fifth consecutive year - and has built programs and benefits to support all our employees, including;
Extended health and dental coverage, start on your first day of work. We have you covered!
Our telehealth provider Dialogue connects you and your family to virtual healthcare appointments.
Eligibility to the defined benefit BC Public Service Pension Plan providing you with a secure retirement income.
Time off includes: 20 days vacation, 6 paid sick days, 6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health.
Four days in office, with the option to work from home once a week, promoting both a collaborative work culture and a healthy work-life balance.
Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home.
On-going learning through our in-house mentoring program, professional dues support, tuition reimbursement and online and in-house learning.
Relocation support is available if a move to Victoria, BC is required.
Apply online with a copy of your resume and brief cover letter. We encourage timely submissions of applications as candidates will be actively reviewed and the interview process may advance earlier.
At BCI, we value diversity and believe in fostering an inclusive culture where all employees can be successful.
We are performance and client focused and value integrity; if you share these values, we want to know you.
We recognize that some skills can be learned on the job and encourage all to apply.
If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), contact us at hr@bci.ca .
We would like to hear from you!
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