Associate Relationship Manager - Financial Services (Alberta)

Associate Relationship Manager - Financial Services (Alberta)

18 Sep
|
Jobtailor
|
Alberta

18 Sep

Jobtailor

Alberta

Take your career to new heights as an Associate Relationship Manager in the Financial Services sector, providing vital administrative support to ensure client satisfaction. Manage complex shareholder activities effectively.

In this position, you will work closely with Relationship Managers, handling key responsibilities related to client requests and stakeholder communications. Your role encompasses coordinating shareholder meetings and problem-solving administrative challenges. Proficiency in report creation and attention to detail are essential for maintaining top-tier client relationships.

Key Responsibilities:
• Deliver support to Relationship Managers daily
• Communicate effectively with corporate clients and counsel
• Coordinate all aspects of shareholder meetings




• Review client documents for compliance and correctness
• Maintain accurate records and reports for all client accounts

Requirements:
• Minimum 2 years of relevant administrative experience
• Experience with client-facing roles in Financial/Securities
• Required post-secondary diploma or degree
• Competence in MS Office suite necessary
• Robust mathematical and organizational skills

Excel as an Associate Relationship Manager by using your expertise in client service and administrative functions to support and enhance our financial offerings.
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📌 Associate Relationship Manager - Financial Services (Alberta)
🏢 Jobtailor
📍 Alberta

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