Senior Relationship Manager

2 weeks ago

TMX Group TSX Trust Toronto Ontario Canada TMX Group Full time
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

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