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lient Relationship Manager

Smallcappower - Toronto, ON
Toronto, Ontario, Canada
December 07, 2016

The role is to manage and protect the relationship between the company and its clients. Client relationship managers aim to maximize long-term revenue opportunities by becoming trusted advisers to clients and strengthening their loyalty.


Main point of contact for clients and owns overall relationship with assigned clients

Provides support to the Operations team for client activity, customer escalations and areas of service improvement

Manage, facilitate and track execution of service deliverables as per the customer contract

Manage the on-boarding of new customers

Implement and lead regular service management reviews with each customer (monthly and/or quarterly) focused around customer satisfaction, service level reporting, deliverable execution and opportunities for service growth and improvement

Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals

Manages Client Escalations and advocates customer needs internally


Minimum three years of experience, ideally with a positive attitude with a deep customer facing orientation

Proven track record of client servicing and excellent project management skills

Strong analytical, organizational, and prioritization skills.

Excellent interpersonal, and presentation skills with a strong sense of professionalism

Ability to develop and maintain effective C Level relationships

A positive attitude team player, that has a driven for success attitude

Able to keep composure and make independent decisions in stressful situations.

Provides creative insights and / or solutions to address client /organizational challenges.

An understanding of the finance industry and capital markets would be an asset

May require some travel, and extra hours

University degree or equivalent experience

Knowledge of Salesforce would be an asset, but is not required.