indeed
Relationship Manager, Client Experience
CIBC Mellon
Toronto, CAN
Full-time
Senior
Onsite
CAD 98,000 to CAD 148,000.
Discovered 3 weeks ago
Relationship managementClient serviceAsset servicingAsset servicing technologiesClient operationsCompetitive market analysis
Free
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Relationship managementClient serviceAsset servicing
Role Overview
Serve as the single client relationship and service lead for an assigned group of Canadian Government and Non-Profit and Canadian Financial Institutions clients.
Interface with service delivery teams to ensure overall client satisfaction and retention.
Service and maintain client relationships with some accountability for revenue generation.
Key Skills for This Role
Relationship managementClient serviceAsset servicingAsset servicing technologiesClient operationsCompetitive market analysis
Full Job Posting
Position Overview
Serve as the single client relationship and service lead for an assigned group of Canadian Government and Non-Profit and Canadian Financial Institutions clients.
Interface with service delivery teams to ensure overall client satisfaction and retention.
Service and maintain client relationships with some accountability for revenue generation.
Responsibilities
- Develop and maintain client contact through meetings, phone calls, and email.
- Monitor industry trends and the competitive landscape to identify client needs and concerns.
- Provide timely information about industry news, initiatives, services, products, and policy, process, and technology changes.
- Review inquiry activity and service performance to create action plans supporting technology and self-service use.
- Analyze escalated operational issues and resolve them with stakeholders.
- Monitor service delivery for policy and governance adherence and manage risk.
Qualifications
- 5 years of industry experience; client service or sales experience is preferred.
- Solid understanding of asset servicing technologies, client operations, and the competitive market.
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