Associate Relationship Manager

2 weeks ago

Toronto, Ontario, Canada TMX Full time
About the Role

We are seeking a highly skilled Associate Relationship Manager to join our team at TMX. As a key member of our Relationship Management team, you will provide exceptional support to our clients and play a critical role in building and maintaining strong relationships.

Key Responsibilities
  • Respond to client inquiries and requests in a timely and professional manner.
  • Coordinate internal activities to fulfill client requests and ensure seamless execution.
  • Assist the Relationship Manager in building and reinforcing client relationships through in-person meetings and events.
  • Review and approve new monthly client invoices.
  • Manage client receivables and assist in the production of specialized client reporting.
  • Prepare monthly, quarterly, and annual reporting for assigned clients.
  • Prepare recurring dividend funding estimates for special Premium clients.
  • Facilitate recurring mailings for assigned clients.
  • Manage the Annual General Meeting (AGM) set-up process, coordinating the printing and mailing of shareholder materials.
  • Manage and operate virtual AGMs on our internal platform.
  • Process cash and share releases, re-issuances, and corrections.
  • Initiate web content updates.
  • Complete diary cards for assigned clients.
  • Manage routine redemptions, conversions, and exchanges.
  • Ensure compliance with policies, procedures, and regulatory requirements.
Requirements
  • 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.
What We Offer

At TMX, we offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. We provide opportunities for growth and development, as well as a comprehensive benefits package. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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