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Client Relationship Manager
3 months ago
Job Details
Description
About Us:
Peoples Group is a distinguished Financial Institution with a legacy of over 35 years in the Canadian market. Our commitment is to surpass our clients' expectations by delivering outstanding customer service supported by deep product expertise and experience.
Our organizational culture is built on our core values: Strength-Based, Relationship Focused, and Passionate Execution. We believe that individuals choose a company to be part of, not just to work for. Our priority is our people, and we strive daily to be willing, trustworthy, and innovative. We emphasize risk-aware practices and procedures to maintain compliance and intelligence in our operations.
Work Environment:
Peoples Group promotes a flexible and hybrid work model. In this role, you will engage in a mix of in-office and remote work. Typically, your schedule will align with standard business hours, Monday to Friday, with some flexibility in start and end times.
About You:
You are a seasoned Account Manager or consultant within the fintech sector, adept at identifying and leveraging opportunities to deliver value and foster robust client relationships. You are an organized self-starter with excellent communication skills for both internal and external stakeholders. You excel at managing client expectations and possess strong problem-solving abilities. Your background in financial services or similarly regulated sectors equips you with an understanding of risk and compliance, all while achieving results through exceptional customer interactions.
Qualifications:
- Minimum of five years' experience in relationship management, preferably in fintech or banking
- Proven experience in managing multiple internal stakeholders
- Strong problem-solving capabilities with a creative approach to business challenges
- Proficient project management skills
- Negotiation expertise
- Strategic account management experience
- Familiarity with Microsoft Office, Microsoft Dynamics, CRM, and related software
Day-to-Day Responsibilities:
- Manage communications with commercial clients, including regular updates, guidance on internal policies, and issue resolution
- Collaborate with internal departments to advocate for clients' interests
- Conduct meetings with clients via phone, web conferencing, and in-person
- Provide weekly reports to the executive team regarding account activities
- Engage with all levels of management and clients through presentations
- Professionally manage client expectations and ensure timely resolution of issues
- Appropriately escalate critical issues for resolution
- Become the subject matter expert on assigned clients' businesses and activities
- Support clients' business objectives and offer strategic insights into their programs
- Oversee and negotiate agreements, including pricing, for assigned clients
- Identify opportunities within client portfolios and suggest new products and services to enhance performance
Compensation:
Peoples Group offers a competitive annual salary along with a discretionary profit-sharing opportunity. The salary for this position will range from $65,000 to $80,000 per year, depending on the knowledge, skills, abilities, and experience of the selected candidate. As part of our recruitment process, shortlisted candidates will be asked about their salary expectations.
We appreciate your interest in this opportunity; however, only candidates under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.
