Jr. Strategic Relationship Manager/Investments

If you are a self-confident, self-motivated person with a strong work ethic and excellent communication skills and you enjoy a fast-paced team-driven environment, contact us today!

Working with one of the top financial clients, this role calls for a Jr. Strategic Relationship Manager/Investments who will be working on strengthening relationships with institutional clients, driving continuous service improvements, and supporting business retention through proactive engagement.

Responsibilities:

Strengthens relationships with institutional clients, ensuring business retention and delivering exceptional service.
Coordinates relationship management activities with internal teams, including Sales, Product Management, Marketing, Legal, Compliance, Indigenous Trust, and other stakeholders.
Proactive client engagement to identify and meet client needs.
Works with senior staff on larger and/or more complex client relationships and issues.
Conducts independent analysis to resolve strategic issues and provide insights and recommendations based on data and business strategy.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve retention objectives.
Prepares client and market summaries as required and participates in industry and prospect events to grow presence in the marketplace.
Provides timely and effective responses to client questions and issues, ensuring adherence to compliance, regulatory, and legal guidelines.
Monitors and tracks performance, addressing any issues and providing input into operational programs and product development.
Demonstrates effective use of customer relationship management systems and other tools to support reporting and communication.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Desired Skill-Set:

4 to 6 years of relevant experience and education (Business/Finance/Stats degree).
Growing understanding of relationship management and market dynamics.
Previous Financial Industry experience.
Knowledge of Investment terms
Strong verbal and written communication skills, with advanced analytical and problem-solving capabilities.
Collaborative mindset and the ability to influence and build rapport with internal and external stakeholders.
Proficient in data-driven decision-making and using insights to guide strategic actions.
Self-starter and strong time management
Detail oriented
Professional and polished demeanor and comfortable with client facing interactions.
Proficient with Excel and Powerpoint
Previous experience with document collection and tracking.
Experience with eVestments database a nice to have
Project management/coordination experience an asset.