Elevate client relationships as a hybrid Equity Plan Relationship Manager with TMX in Toronto, ON or Calgary, AB. You'll connect with clients, optimize service, and drive business opportunities.
This role calls for a Relationship Manager focused on building long-term connections with clients and prospects. You will manage client inquiries, coordinate internal service requirements, and ensure that Employee Plans adhere to established rules. Strong client management skills and experience with Employee Plans are essential for success in this position.
Key Responsibilities:
• Develop and maintain relationships with Plan Sponsor contacts
• Manage daily client requests and service inquiries
• Communicate servicing activities with internal teams
• Train clients on Plan Sponsor tools and processes
• Coordinate and manage projects for existing clients
Requirements:
• Bachelor's Degree or equivalent experience
• Minimum 1 year in Employee Plans
• 1 to 3 years in ...