Senior Relationship Manager
2 months ago
TMX Group - TSX Trust, 200 University Ave, Suite 300, Toronto, Ontario, Canada Req #681
The Senior Relationship Manager, Client Management develops solid, long-term professional relationships with clients and prospects. He/she will identify, and refer new business opportunities to Senior Manager, Client Management and will follow-up with existing customers in an effort to improve service and customer value.
Key Accountabilities:
To ensure TSX Trust service delivery mandate is achieved, develop relationships with Issuer contacts and understand and communicate the Issuer’s service requirements internally.
The Senior Relationship Manager is responsible to communicate and coordinate servicing and operational activities with the appropriate departments within the organization.
Day to day direct interface with clients, including their counsel and advisors and oversee the administration of a portfolio of Issuer Clients.
Assist clients in scheduling and preparing for Shareholder meetings including:
Review of completed Proxy Planning Guide to ensure all requirements and timeline deficiencies are communicated to the issuer or their advisors
Advice / guide clients of regulatory requirements
Coordinate and advise client and finance of advance funds required for mailings and other applicable services
Advise appropriate parties of potential corporate actions to be approved at meetings and their impact at TSX Trust
Track voting requirements & prepare tabulation report attend and prepare Scrutineer Report for submission to the Chair of the Meeting
Prepare for closings, review agendas, provide confirmations and other required documents.
Attend equity closings.
Identify, interpret and communicate special service requirements of clients.
Coordinate Terminations and liaise with successor transfer agent to provide records and with the client to ensure documents, instructions and payments are received
Enforce and monitor reservation orders, normal course issuer bids and caps on capital.
Liaise with clients regarding treasury order deficiencies and legend removal on transfers.
Client requests, including preparation of statistical & shareholder reports
General inquiries, including confirming issued and outstanding shares
Skills and Experience:
Qualifications:
Completion of Canadian Securities and similar courses is preferred, but not essential
Minimum of 5 years-experience in financial industry or transfer agent experience is preferred, but not essential
Strong organizational, interpersonal and communication skills
Strong proficiency with Microsoft Office Suite (Excel, MS Word), Google, Database Management and other desktop applications
Minimum of 5 years-experience in financial industry. Transfer agent experience is preferred
Ability to work with senior officers of corporations and a strong desire to develop and maintain positive client relationships
A good working knowledge of the securities industry and capital markets
A willingness and ability to adapt to a changing environment and responsibilities
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.
- Job Function Sales & Business Development
- TMX Group - TSX Trust, 200 University Ave, Suite 300, Toronto, Ontario, Canada
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