Associate Relationship Manager

• Provide day-to-day administrative support to Relationship Managers by assisting with client requests
• Communicate with corporate clients and their counsel regarding shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting
• Work independently and with the Relationship Manager to deliver accurate and responsive client services related to shareholder meetings, share issuances, reporting and shareholders
• Work with clients and internal resources on intervention and escalated items to ensure prompt resolution
• Support shareholder meetings, including coordinating proxy activities, ordering lists, labels and journals, and attending meetings as scrutineer/co-scrutineer
• Review shareholder, participant and Financial Institution documents for compliance and completeness
• Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing shareholder accounts
• Manage and maintain client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
• Maintain relationships with key client personnel to ensure satisfaction and retention
• Create and reconcile regular and ad-hoc reports
• Provide support within the Client Services team as needed

Requirements

• 2 years administrative experience; Legal, Financial or Securities industry preferred
• Client-facing experience with businesses, executives and/or legal counsel
• Post-secondary diploma or degree
• Intermediate working knowledge of MS Office suite
• Ability to multitask and complete tasks within deadlines
• Ability to prioritize conflicting duties
• Accuracy and attention to detail
• Strong mathematical and organizational skills
• Excellent written and verbal English skills

Core Competencies

Demonstrates strong administrative support capabilities with a focus on client service, compliance, and accurate reporting in the Financial or Securities industry. Proficient in managing client accounts and maintaining relationships while ensuring attention to detail and effective communication.

Highest-signal resume keywords

• Client-Facing Experience
• Administrative Support
• MS Office Suite
• Attention to Detail
• Organizational Skills

ATS Optimization Keywords

Hard Skills

• Administrative Experience
• Mathematical Skills
• Report Creation
• Compliance Review
• Problem Solving

Soft Skills

• Communication Skills
• Multitasking Ability
• Prioritization Skills

Certifications & Qualifications

• Post-Secondary Diploma or Degree

Industry Keywords

• Financial Industry
• Securities Industry
• Client Services
• Shareholder Meetings
• Legal Counsel