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Client relations manager Jobs in North York, ON

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Client relations manager • north york on

Last updated: 16 hours ago
  • Promoted
Associate, Client Relations

Associate, Client Relations

RPIAToronto, ON, Canada
Full-time +1
We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team.As an Associate, Client Relations, you will be responsible for delivering high-quality s...Show moreLast updated: 30+ days ago
  • New!
Client Relations Specialist

Client Relations Specialist

ABC ImagingToronto, Ontario, Canada
Part-time
ABC Imaging is a global Printing and Media company, providing One Stop Visual Solutions to the Fortune 500 Companies worldwide. Locations in USA, London, Dubai and Shanghai.ABC Imaging is looking fo...Show moreLast updated: 16 hours ago
  • Promoted
Client Service and Marketing Associate, Investor Relations

Client Service and Marketing Associate, Investor Relations

Langdon Equity PartnersToronto, CA
Job Posting : Client Service and Marketing Associate, Investor Relations.Langdon Equity Partners is a global investment firm solely focused on smaller companies based in Toronto.This role will be pa...Show moreLast updated: 23 days ago
  • Promoted
Network Operations Center Technician

Network Operations Center Technician

Tundra Technical SolutionsEtobicoke, ON, Canada
Full-time
Reporting to the ITMC Manager, the successful incumbent will be required to provide network management support services as follows : . On a rotating shift basis, assist in the operation of the Integra...Show moreLast updated: 22 days ago
Manager, Client Relations

Manager, Client Relations

MorningstarToronto, ON, United States
Full-time
Do you want to build a more sustainable future? It starts with creating a more sustainable economy, and this position places you at the center of that revolution. Sustainalytics' mission is to provi...Show moreLast updated: 2 days ago
Client Relations Coordinator

Client Relations Coordinator

GL WorldwideToronto, ON, CA
Quick Apply
Client Relations Coordinator ___________________________________________________ _ Job Overview : We are seeking a dedicated and enthusiastic Client Relations Coordinator to join our clients&#...Show moreLast updated: 14 days ago
  • Promoted
Manager, Investor Relations

Manager, Investor Relations

Vaco by HighspringRichmond Hill, ON, CA
CA$115,000.00–CA$130,000.00 yearly
Permanent
Our client food production company.They are looking for a Manager of Investor Relations to support the development and execution of their investor relations strategy. The ideal candidate will have s...Show moreLast updated: 11 days ago
  • Promoted
Client Manager

Client Manager

TalenteeToronto, ON, Canada
Full-time
Client Manager – Trading Systems – Toronto (Hybrid).Do you thrive on managing strategic client relationships and driving business growth?. If so, this is an exciting opportunity to join a global lea...Show moreLast updated: 2 days ago
Manager, Leadership & Legacy Giving

Manager, Leadership & Legacy Giving

SickKids FoundationToronto, ON, United States
CA$81,251.00–CA$101,566.00 yearly
Full-time +1
Help us create healthier futures as a.MANAGER, LEADERSHIP & LEGACY GIVING.SickKids Foundation, with over 50 years of philanthropic impact in 2023, is Canada's largest charitable funder of child hea...Show moreLast updated: 2 days ago
Senior Treasury Risk Manager

Senior Treasury Risk Manager

HomeEquity BankToronto, ON, United States
Full-time
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 a...Show moreLast updated: 2 days ago
Client Relations Consultant (Disability Management)

Client Relations Consultant (Disability Management)

CIE_101 Beneva Inc.Toronto, Ontario
CA$52,000.00–CA$56,000.00 yearly
Full-time
The Client Relations Consultant will have overall accountability for the client relations of the Out of Quebec Disability Management Department and reports to the Director Disability benefits.This ...Show moreLast updated: 30+ days ago
Manager, Government Relations

Manager, Government Relations

McDonald's CanadaToronto, Ontario, Canada
Full-time +1
Senior Manager, Government & Public Affairs.How would you like to work for the #1 quick service restaurant operation in the world? We currently have an opportunity for a Manager of Government &...Show moreLast updated: 3 days ago
Associate, Client Relations

Associate, Client Relations

RPIAToronto, ON, Canada
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team.

As an Associate, Client Relations, you will be responsible for delivering high-quality service and support to Investment Advisors, ensuring accuracy, efficiency, and a seamless experience. By managing inquiries, facilitating transactions, and maintaining data integrity, you will help strengthen RPIA’s client relationships and uphold service excellence. Reporting directly to the Head of Client Relations, your role will be essential in ensuring smooth day-to-day operations, enhancing advisor interactions, and contributing to a well-managed and responsive support function.

The duties and responsibilities of the Associate, Client Relations include but are not limited to :

  • Product Knowledge : Maintains a comprehensive understanding of all RPIA product offerings to provide accurate and timely responses to client inquiries.
  • Advisor Support : Responds efficiently to Investment Advisor queries, ensuring clarity and consistency in communication.
  • Transaction Management : Assists with subscription and redemption requests, including handling exceptions and processing trade corrections.
  • Client Onboarding : Guides clients through the onboarding process, ensuring all documentation is complete and proactively following up on any missing information to maintain compliance.
  • Cross-Functional Coordination : Collaborates with fund administrators and internal teams to resolve advisor queries and exception requests.
  • CRM Data Management & Reporting :
  • Ensures CRM data accuracy by managing client profiles, updating records, and ensuring data integrity across advisor teams.
  • Generates reports and territory analyses to support advisor engagement, prospecting, and business development efforts.
  • Additional Support : Performs other duties as required.

Critical Competencies

  • Service Excellence – Delivers high-quality, accurate, and timely support to Investment Advisors, ensuring a seamless and professional client experience.
  • Technical Proficiency – Demonstrates a strong understanding of investment products, transactions, and CRM systems to manage data efficiently and support advisors effectively.
  • Problem-Solving & Initiative – Anticipates potential challenges, resolves issues proactively, and seeks continuous improvements in processes and service delivery.
  • Attention to Detail – Maintains accuracy in transaction processing, onboarding documentation, and CRM management to ensure compliance and operational efficiency.
  • Adaptability – Navigates shifting priorities and changing client needs with agility while maintaining service excellence.
  • Communication – Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team members.
  • Accountability – Embraces challenges and responsibility and takes pride in the support and work provided.
  • Teamwork – A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible.

    • Requirements

  • Degree in Business, Finance, or a related field.
  • Minimum of three (3) years of experience in client support in the financial services, investment, or related industry, ideally with knowledge of advisor practice management.
  • Proven experience working with a CRM system, with experience in data management and reporting.
  • Completion or progress toward industry-related courses such as CSC, CIM, CAIA, or CFA is preferred.
  • Proficiency in French is considered an asset.

    • Additional Information

  • Position Type : Full-Time Permanent
  • Work Location : Toronto To learn more about life at RPIA, visit https : / / rpia.ca /
  • Read our firm’s magazine, Voices of RPIA : https : / / online.flippingbook.com / view / 859829658 / 24 /

    • RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits.
  • Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
  • Opportunities for professional and personal growth through : Cross-functional Mentorship Program, Internally-curated Leadership Skills training program, Community outreach opportunities and monthly team socials.

    • RPIA is an Equal Opportunity Employer

    We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

    Our culture is defined by our five core values : excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and approximately $15 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.