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About the Role

The Relationship Manager III is the most senior level position focused on developing and maintaining strong client relationships for key, complex, profitable, and/or largest clients. The role holder will be the primary point of contact for clients, providing proactive communication and consultation, and coordinating internal partners for the effective delivery of Corporate Trust products and services. The role-holder partners with sales representatives to increase account profit through cross-selling products and services with existing clients.

Responsibilities

Providing support for new and existing accounts
Ensuring customer satisfaction through designing and implementing a relationship plan that meets customer needs
Increase account profit through cross-selling products and services to existing clients
Perform contractual document review, negotiation, and subsequent amendments and supplements
Acting as subject matter expert for value creation projects

Requirements

Minimum of 9 years of financial services, trust services or account management required
Strong analytical skills with high attention to detail and accuracy
Experience reading and interpreting complex legal documents and independently negotiating with clients and external legal counsel
Ability to work independently, proactively, innovatively, and creatively, while exercising sound judgment
Customer oriented and ability to balance needs of clients, holders and/or team members
Problem solving skills, ability to recognize an issue or problem and determine when to escalate
Proactively support the management of risk, in line with risk policy
Team oriented, ability to work with colleagues, provide assistance and support

Skills

Customer service
Sales
Client success
Analytical skills
Attention to detail
Accuracy
Legal document interpretation
Negotiation
Independent work
Proactive work
Innovative work
Creative work
Sound judgment
Customer orientation
Problem solving
Risk management
Team orientation

Location

Toronto, CA

Work Type

Hybrid
Full-time

Experience Level

Senior level
Minimum of 9 years of financial services, trust services or account management required

Salary/Compensations

$96,000-$108,000

Benefits

Flexible work
Health and wellbeing rewards
Paid time off
Observed holidays
Vacation pay
Company contribution to shares purchase
Recognition awards
Team get togethers

About the Company

We're a global leader in financial administration with over 11,000 employees across more than 22 different countries.
Our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions.
Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service.
We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.

Equal Opportunity

We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us.
Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all.
For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.