Associate Relationship Manager

3 weeks ago


Halifax, Canada TMX Group Full time

The Associate Relationship Manager (“ARM”) works in partnership with the Relationship Managers (“RM”) in supporting developing proven, long-term professional relationships with clients and prospects. The ARM will also work closely with the Client Support Associate team to ensure information and reports are provided to clients, resolve problems and advance to the RMs; as the need arises.

The ARM will work closely with the RMs to represent TSX Trust in the delivery of existing products and services in order to meet the needs of the clients. The ARM will assist the RMs and are able to step in and become the central point of contact for specified Issuers, responding to and resolving client issues by providing direction, guidance, and ensuring quality service while adhering to professional, regulatory, and industry standards, as well as TSX Trust policies, procedures; as needed.

**Key Accountabilities**:

- To ensure TSX Trust service delivery mandate is achieved by developing and maintaining strong working relationships with Issuer contacts to provide ongoing service/solutions, facilitate transactions, exchange information, and understand and communicate the Issuer’s service requirements internally.
- Day to day direct collaborate with RMs and/or clients to oversee the administration of Issuer Clients portfolio
- Assist clients in scheduling and preparing for Shareholder meetings
- Prepare for closings, review prospectus, closing agendas, provide confirmations and other required documents
- Coordinate the set-up of segregated bank account, follow-up with clients for board resolutions and news releases, pertaining to dividend distributions
- Review DRIP plans and coordinating with the Cash Management department and CDS
- Assist and backup Client Support Associate team; as the need arises
- Timely processing, reviewing, invoicing and validating of securities and supporting documentation to ensure the requirements are in accordance with our policies and procedures.
- Record and update client contacts, interactions, meetings, business opportunities into data repository (such as Salesforce)

**Must Have Skills**:

- Postsecondary Education in a relevant field of study
- Minimum 2 years of Administrative experience
- Minimum 2 years-experience in corporate/commercial or securities industry, preferred
- Proficiency in the use Microsoft Office Suite (Word, Excel, Access)
- Proficiency in the use of Gmail and the Google Suite (docs, sheets etc.)
- Experience with Database Management

**Nice to Have(s)**:

- Proxy / Transfer Agent experience an asset

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

- Company events
- Dental care
- Employee stock purchase plan
- Paid time off
- Wellness program
- Work from home

Flexible Language Requirement:

- English not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Halifax, NS: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Halifax, NS



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