Senior Client Engagement Specialist

2 days ago

Victoria, British Columbia, Canada BCI Full time

BCI Overview

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. With three core functions: Client Partnerships, Strategic Communications and Corporate & Brand Communications, CIR is responsible for understanding the clients' needs and representing their interests within the organization.

Salary Range

The annualized base salary range for this Victoria-based role is CAD $120,000 to $140,000. Actual salaries may vary and may be above or below the range based on various factors, including experience and expertise.

Job Description

Key Responsibilities
  • Assists the Senior Manager in developing and implementing a new shared-service model to enhance client relations and satisfaction.
  • Plans and project manages client engagement strategies for BCI's corporate and investment initiatives.
  • Creats collateral materials to support relationship managers in client engagements, including briefing notes, speaking notes, presentations and client correspondence.
  • Reviews, edits, and provides feedback on written materials to ensure they align with client messaging and BCI's editorial standards.
  • SUpports the planning and delivery of client knowledge-building events and initiatives.
Client Investment Policy Statement and Legal Agreements Coordination
  • Drafts legally binding language for the IPS of our institutional clients in collaboration with BCI's policy and compliance teams.
  • Works closely with Legal Affairs, Investment Strategy and Risk, and investment teams to gather necessary information and approvals.
  • Conducts regular reviews of IPS to reflect changes in investment strategies or client objectives.
  • Provides guidance and consultation support to Client Relations team members and clients regarding their IPS.
  • Ensures consistency across multiple legal & BCI policy documents.
  • Manages record-keeping for final IPS and Funds Investment Management Agreement (FIMA) documentation.

Required Skills and Qualifications

  • Bachelor's degree in communication, public relations, journalism, legal affairs or equivalent.
  • Minimum eight years of client relations or equivalent experience in the investment industry.
  • Experience developing investment policy or other legal contracts.
  • Strong knowledge of institutional investing and related investment products.
  • Superior writing and editing skills with excellent attention to detail.
  • Excellent presentation skills, capable of effectively influencing decision making.
  • Strong project management skills and ability to work under pressure in a deadline-driven and complex environment.
  • Ability to work collaboratively and provide constructive feedback to team members related to written communication materials and suggest edits and refinements that are consistent with BCI's style guide and the Canadian Press Stylebook.

Benefits

  • Extended health and dental coverage, start on your first day of work.
  • Our telehealth provider 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.
  • 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.

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