Job Description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Associate, Strategic Relationship Management to join our client.Contract Dates: 24 months with potential to extend or convert
Pay Range: $40.50 to $47.96 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

• Strengthens relationships with institutional clients, ensuring business retention and delivering exceptional service.
• Coordinates relationship management activities with internal teams, including Sales, Product Management, Marketing, Legal, Compliance, Indigenous Banking, Indigenous Trust, Commercial Banking, and other stakeholders.
• Proactive client engagement to identify and meet client needs.
• Works with senior staff on larger and/or more complex client relationships and issues.
• Conducts independent analysis to resolve strategic issues and provide insights and recommendations based on data and business strategy.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve retention objectives.
• Prepares client and market summaries as required and participates in industry and prospect events to grow presence in the marketplace.
• Provides timely and effective responses to client questions and issues, ensuring adherence to compliance, regulatory, and legal guidelines.
• Monitors and tracks performance, addressing any issues and providing input into operational programs and product development.
• Demonstrates effective use of customer relationship management systems and other tools to support reporting and communication.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Experience & Qualification Requirements:

• 4-6 years of relevant experience and education (Business/Finance/Stats degree)
• Growing understanding of relationship management and market dynamics
• Previous banking/FI experience
• Knowledge of Investment terms
• Strong verbal and written communication skills, with advanced analytical and problem-solving capabilities
• Collaborative mindset and the ability to influence and build rapport with internal and external stakeholders
• Proficient in data-driven decision-making and using insights to guide strategic actions
• Self-starter and strong time management
• Detail-oriented
• Professional and polished demeanor and comfortable with client facing interactions
• Proficient with Excel and PowerPoint
• Previous experience with document collection and tracking
• Experience with eVestments database a nice to have
• Project management/coordination experience an asset

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Robertson & Company