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.
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