Relationship Manager III

Computershare•Toronto, ON

1d•CA$96,000 - CA$108,000•Hybrid

About The Position

The Relationship Manager III role is the most senior level position focused on developing and maintaining strong client relationships for the key, most complex, most profitable and/or largest clients. The role holder will be the primary point of contact for clients, providing proactive communication and consultation, and coordination of 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. The Relationship Manager III role operates at the national and local level and must meet and adhere to strict and contractual obligations and timelines. This also includes delivering these obligations with quality and accuracy standards. The role holder acts as a lead to junior level relationship/account managers and participates as an expert on various business initiatives. Additionally, the role holder works with various business partners to resolve the most complex account issues. The role will collaborate with internal and external team members to find appropriate solutions, then recommend and implement service enhancements, developments, or solutions to meet and exceed customer needs beyond our standard service offerings.

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

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.