Business Relationship Specialist

3 weeks ago

Montreal, Quebec, Canada Richter Full time

Richter: A Business-Focused Firm

Richter is a business-focused firm that provides strategic advice on business matters and financial objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success.

Our Services:

  • We offer the chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services.
  • We provide the opportunity to develop your career with the direct support of your managers and firm partners.
  • We value work-life balance and mental health and well-being, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
  • We invest in your continuing education and professional development through a variety of learning offerings and tuition reimbursement.

A Day in the Life:

Compliance:

  • Review annually compliance documents as per regulatory requirements and maintain client records.
  • Assist with client meeting preparation to ensure client documentation is up to date.
  • Assist in new client onboarding by preparing the compliance documents.
  • Ensure that money manager compliance requests are addressed in a timely manner.
  • Maintain an in-depth understanding and knowledge of all applicable regulatory requirements.
  • Support the Compliance Manager in any amendments to compliance processes and methodologies.

Client Servicing:

  • Assist the CRM throughout the client onboarding process.
  • Obtain and record all client data from various sources for account set-up.
  • Build and maintain strong client relationships.
  • Ensure that client requests are fulfilled in an accurate and timely manner.
  • Investigate and resolve any client issues in a timely manner.

Administration and Process Improvement:

  • Complete and coordinate all transactional requests with various Money Managers and our custodian.
  • Work with various Money Managers and Broker-Dealers, prepare and manage all paperwork relating to investments.
  • Work with a custodian on managing client assets under the discretionary mandate.
  • Identify, investigate, and resolve all money managers inquiries in a timely fashion.
  • Communicate all changes and updates to team members requiring the information.
  • Contribute towards process improvement initiatives and participate in the development of best practices.

About You:

  • College diploma (DEC); university degree preferred.
  • Canadian Securities Course or IFIC required.
  • 3-5 years of work experience in the financial, brokerage and custodian industry particularly in the investment sector.
  • Advanced computer skills, including proficiency with MS Office (Word, PowerPoint Excel and Outlook) and the ability to learn new programs.
  • Excellent written and verbal communication skills in both English and French - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling, and proofreading skills.
  • Strong organizational skills, prioritizing methods and multi-tasking skills.
  • Ability to work in a dynamic, demanding, high-pressure environment.
  • Problem solving skills.
  • Strong interpersonal skills.
  • Detail oriented and a high level of accuracy.
  • Ability to work in a team environment.
  • Strong commitment to professional client service excellence.

What Richter Offers:

  • Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching.
  • Employee and Family access to virtual healthcare network.
  • Employee and Family Assistance Programs, including consultations with mental health professionals.
  • Annual Health & Well-being Program.
  • Hybrid work Environment.
  • Competitive Performance Bonus.
  • Tuition Reimbursement.
  • Professional Dues Reimbursement.
  • CFE leave financial support.
  • Academic Incentives.
  • Talent referral bonus.
  • Client referral bonus.
  • Access to an on-demand concierge nannying, babysitting, and tutoring service.
  • Annual employee rewards and recognition.

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