Senior Relationship Manager

2 weeks ago


Toronto, Canada TMX Group Full time

Job Description Posted Tuesday, August 21, 2018 at 4:00 AM 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 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. #J-18808-Ljbffr



  • Toronto, Canada TMX Group Full time

    Job Description Posted Tuesday, August 21, 2018 at 4:00 AM 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...


  • Toronto, Canada TMX Group Full time

    Job Description Posted Tuesday, August 21, 2018 at 4:00 AM 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...


  • Toronto, Ontario, Canada Toronto International Film Festival Full time

    TIFF: The Marketis expanding its global footprint as a premier business platform for the screen industries, connecting creators, buyers, sellers, and partners across film, series, and innovation. We are seeking experiencedRegional Relationship Managersto cultivate strategic partnerships, and represent TIFF: The Market across key international...


  • 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...


  • Toronto, Canada Infrastructure Ontario Full time

    Join to apply for the Senior Relationship Manager role at Infrastructure Ontario Position Purpose The Senior Relationship Manager will function as a key member of the IO loan program team and be responsible for intaking loan requests, liaising with borrowers and internal stakeholders through the approval process, such as underwriters, legal counsel, credit...


  • Toronto, Canada Infrastructure Ontario Full time

    Join to apply for the Senior Relationship Manager role at Infrastructure Ontario Position Purpose The Senior Relationship Manager will function as a key member of the IO loan program team and be responsible for intaking loan requests, liaising with borrowers and internal stakeholders through the approval process, such as underwriters, legal counsel, credit...


  • Toronto, Canada SRA Group Full time

    Direct message the job poster from SRA Group SRA Group is seeking a Senior Client Relationship Manager with a strong background in IT and/or consulting sales, specifically within the banking and financial services sector. This individual will play a strategic role in expanding our footprint through the delivery of specialized talent and consulting solutions...


  • Toronto, Canada SRA Group Full time

    Direct message the job poster from SRA Group SRA Group is seeking a Senior Client Relationship Manager with a strong background in IT and/or consulting sales , specifically within the banking and financial services sector. This individual will play a strategic role in expanding our footprint through the delivery of specialized talent and consulting solutions...

  • Relationship Manager

    4 weeks ago


    Toronto, Canada TalentSphere Staffing Solutions Full time

    Relationship Manager – Executive Engagement Toronto, ON - Remote/Hybrid Technology, SaaS & Cybersecurity Services Competitive salary $175,000-$250,000 based on experience with bonus, benefits, and a collaborative team culture Our client, a well-established organization operating in the cybersecurity and digital risk advisory space, is seeking a...

  • Relationship Manager

    4 weeks ago


    Toronto, Canada TalentSphere Staffing Solutions Full time

    Relationship Manager – Executive Engagement Toronto, ON - Remote/Hybrid Technology, SaaS & Cybersecurity Services Competitive salary $175,000-$250,000 based on experience with bonus, benefits, and a collaborative team culture Our client, a well-established organization operating in the cybersecurity and digital risk advisory space, is seeking a...