- Develop and maintain client relationships for simple to mid-level accounts and sometimes large, critical, and complex accounts
- Sell and promote Corporate Trust products and services to new and existing clients to increase account profit
- Review and negotiate contractual documents
- Coordinate with internal partners on deal closings, amendments, and supplements
- Act as the primary client contact through proactive communication and consultation
- Coordinate internal partners for effective delivery of Corporate Trust products and services
- Provide limited support for new account sales
- Establish controls and proactively support risk management in line with risk policy, framework, and appetite
- Understand key business procedures and associated risks and controls for each client and deal
- Recognize issues or problems and determine when to escalation or handle independently

Requirements

- 4+ years of experience in one or a combination of Corporate Trust, Financial Services, Account Management, Servicing, Operations, production or general office workplace, demonstrated through work or in lieu of military experience
- Bachelor’s Degree preferred
- Relationship/Account Management experience
- Excellent verbal, written and interpersonal communication skills
- Ability to read and interpret complex legal documents
- Ability to navigate multiple computer systems and applications
- Effective organizational, multi-tasking and prioritizing skills




- Solid PC skills, including proficiency with MS Excel and Access
- Ability to work in a high-pressure and time-sensitive environment
- Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
- Strong analytical skills with high attention to detail and accuracy
- Ability to interact with all levels of an organization
- Proven leadership skills

Core Competencies

Demonstrates expertise in Corporate Trust and Financial Services with a strong focus on Relationship Management, risk management, and effective communication. Proven ability to navigate complex legal documents and deliver client-focused solutions in high-pressure environments.

Highest-signal resume keywords

- Corporate Trust Experience
- Relationship Management
- Contract Negotiation
- Analytical Skills
- Customer Service Focus

Hard Skills

- Account Management
- Risk Management
- Legal Document Interpretation
- Multi-Tasking
- MS Excel Proficiency
- MS Access Proficiency

Soft Skills

- Excellent Communication Skills
- Organizational Skills
- Interpersonal Skills
- Leadership Skills
- Attention to Detail

Industry Keywords

- Financial Services
- Client Relationships
- High-Pressure Environment
- Customer Needs Assessment

Tools & Technologies

- Computer Systems
- Applications

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📌 Relationship Manager (Toronto)
🏢 Jobtailor
📍 Toronto