13 Relationship Management jobs in Richmond Hill
Third-Party Customer Relationship Management Specialist
Posted 12 days ago
Job Viewed
Job Description
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Technology Solutions
**Pay Details:**
91,200 - 136,800 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
The 3PCRM (Third-Party Customer Relationship Management) Specialist plays a vital role in overseeing and optimizing the relationship between the organization and its third-party partners. This individual will be responsible for managing issue resolution processes, ensuring compliance with 3PCRM protocols, and driving the effectiveness of program management initiatives related to third-party risk and performance.
**Key Responsibilities**
+ Oversee and manage daily issue management operations relevant to third-party partners, ensuring timely identification, escalation, and resolution of problems impacting business continuity and compliance.
+ Own and continuously improve the 3PCRM process framework, including documentation, workflow optimization, and stakeholder alignment.
+ Develop and execute 3PCRM program management strategies that drive accountability, transparency, and risk mitigation across the third-party lifecycle.
+ Monitor key risk indicators and metrics related to third-party engagements; analyze trends, provide actionable insights, and recommend corrective actions as needed.
+ Collaborate with internal and external stakeholders-including Legal, Compliance, Procurement, and business units-to ensure alignment of third-party policies and procedures.
+ Coordinate and facilitate regular status meetings, reviews, and reporting of 3PCRM program and issue management performance to senior leadership.
+ Support audits, risk assessments, and regulatory compliance efforts related to third-party management.
+ Maintain comprehensive records of issue management activities, risk assessments, and remediation efforts.
+ Champion best practices in third-party relationship management, driving continuous improvement and innovation in all 3PCRM processes.
+ Challenge Vendor Managers and Control Analysts on the quality and adequacy of evidence provided, ensuring that risk reduction controls are robust, effective, and appropriately justified.
+ Review and dispute risk reduction controls, verifying that presented measures achieve the intended level of risk mitigation and compliance with organizational standards.
**Qualifications**
+ Good to have Experience in 3PCRM, issue management operations, or third-party program management in a complex, regulated environment.
+ Strong understanding of Cyber Security Controls, compliance requirements, and industry standards
+ Proven ability to manage multiple issues simultaneously with excellent organizational and problem-solving skills.
+ Exceptional communication and stakeholder management abilities, with experience influencing cross-functional teams.
+ Analytical mindset with proficiency in data analysis, reporting, and the use of risk management technology platforms.
+ Demonstrated integrity, adaptability, and a continuous improvement approach to program and process management.
**Preferred Skills**
+ Familiarity with third-party management systems and tools(Nice to Have)
+ Experience in regulated industries such as finance, healthcare, or technology.
+ Proficiency in process mapping and workflow automation.
+ Ability to navigate complex organizational structures and drive consensus.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Portfolio Manager (Relationship Management)
Posted today
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Job Description
Job Description
Salary:
PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.
We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.
With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.
To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.
KEY RESPONSIBILITIES
- Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
- Manage, maintain, and enhance SIWMs relationships with its clients.
- Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
- Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
- Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
- Responsible for Know Your Client and suitability issues.
- Conduct all activities within a best-in-class culture of compliance and service.
- Seek opportunities to cross-sell or upsell to existing clients.
- Grow the business by identifying new sales and business development opportunities.
- Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
- Provide excellent service to maintain a positive reputation for the business.
- Resolve any client complaints promptly and professionally.
- Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
- Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
- Accomplish department objectives.
- Planning and evaluating department activities.
- Manage daily operations of a small customer service team.
REQUIREMENTS (Qualifications, Experience & Skills)
- University Degree.
- Completion of the Canadian Securities Course required.
- Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
- Experience with suitability determinations for clients and know-your-product analysis.
- 5 years experience with at least 3 years in a client-facing role.
- The Certified Financial Planner designation or similar credentials would be an asset.
- Ability to build, foster and maintain positive professional relationships.
- Devotion to high-quality customer service.
- A team player with excellent communication skills, computer proficiency and high level of professionalism.
- Be able to meet targets and handle a high-pressure environment.
- Strong relationship management skills.
- Excellent influencing skills.
Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.
Pre-employment work references, credit and criminal background checks are required.
Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Manager, Account Management - Ethoca
Posted 16 days ago
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Job Description
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Manager, Account Management - Ethoca
Overview
Ethoca, a Mastercard company, is transforming the payments landscape by redefining how global merchants and issuers collaborate to combat fraud and disputes-while enhancing the consumer experience. Our relentless focus on the customer has made us a multi award-winning leader in the industry. We are seeking an exceptional and experienced Account Manager to join our high-performing team. This individual will be a key contributor in driving revenue growth within Ethoca's existing global merchant divison. Reporting directly to the Vice President of Account Management, this individual will play a critical role in managing and executing the merchant growth strategy.
Role Responsibilities:
In this client-facing commercial position, you will be responsible for:
- Account Growth & Expansion - Driving revenue growth by managing the renewal sales process and securing new opportunities for up-sell and cross-sell across Ethoca product solutions for the existing merchant accounts portfolio.
- Enhance profitability and own the client sales contractual and negotiations process through to close, helping to drive long-term scalable growth with existing accounts globally.
- Grow, expand, and identify new relationships across key client stakeholders. Accountable for deepening and strengthening customer relationships and driving overall account stickiness.
- Lead commercial efforts to drive platform adoption/optimization of Ethoca solutions.
- Own and manage the internal sales approval process with Sales leadership, Product, Sales Excellence, Client Services, Legal, and Finance.
- Collaborate across Mastercard business lines to identify new opportunities that align to client priorities.
- Support and manage commercial escalations with clients to provide quicker turnaround times and support in resolution.
- Run quarterly business reviews and account planning, responsible for driving senior level involvement to deliver on shared business goals.
Role Requirements
- Extensive experience working and upselling to enterprise senior client-level stakeholders within the payments technology space. Relevant experience on the merchant / client-side is a plus.
- Track record of hitting sales targets, driving incremental value, and renewing long-term client contracts, with proficiency in using CRM tools to manage and grow the sales pipeline.
- Possess a strong commercial mind-set focused on growing, optimizing, and expanding the existing accounts portfolio
- Proficiency within Cyber Security, Dispute Resolution, and/or Consumer Experience, as well as possesses a strong understanding of the issuer/merchant payments landscape. Ability to quickly learn, understand, and adapt to various adjacent technologies, ecosystems, and trends.
- Ability to thrive in a fast-paced environment, handle a diverse workload, and meet aggressive deadlines.
- Must be confident and possess strong written communication, listening, and interpersonal skills, with an ability to manage senior client relationships and complex negotiations.
- Strong oral presentation skills and ability to lead/manage the presentation development process.
- Comfortable working with data, and providing actionable insights and recommendations.
- A strong self-starter, proactive, with the ability to problem solve and deliver solutions to management, and clients.
- International travel is required for this role.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Director of Account Management
Posted today
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Job Description
Director of Account Management
Our clients are at the center of everything we do. As the Director of Account Management, you will have the opportunity to build and develop a world-class team, supporting both Partners and Account Managers. In this role, you will provide in-depth guidance on system capabilities, offer solutions, and contribute to increasing the platform’s value and impact while aligning with partner goals and internal KPIs.
You will collaborate closely with cross-functional teams to identify areas of opportunity and effectively communicate product features and best practices to promote client retention and optimize partner performance. You will also work with other department leaders to create efficiencies and ensure operational scale and growth year over year.
By combining insights, providing exceptional service, and driving innovation, you will play a key role in uniting clients and stakeholders on a single platform that powers outstanding experiences.
Responsibilities
- Manage and mentor our team of account managers.
- Foster a collaborative and high-performing team culture.
- Track KPIs and client satisfaction metrics.
- Support the team in building and maintaining strong, long-term client relationships.
- Identify opportunities for account growth and solution-selling.
- Understand clients’ strategic objectives and ensure services align.
- Lead and analyze the development and execution of account strategies, recommending optimizations.
- Participate in high-level client meetings and strategic planning sessions.
- Allocate resources effectively across accounts.
- Deliver regular performance reports and business reviews to clients.
- Support new business pitches and proposals.
- Contribute to client acquisition through industry expertise and proven performance.
- Experience leading teams.
- Demonstrated ability to manage and guide multiple direct reports.
- Strong background in developing growth strategies and tracking progress.
- Ability to delegate tasks and monitor progress on team initiatives.
- Strong leadership and interpersonal skills.
- Analytical and critical thinking abilities.
- Strong negotiation and presentation skills.
- Excellent verbal and written communication skills.
- Experience with customer service and CRM platforms (Zendesk and HubSpot considered assets).
- University or College degree.
- Minimum 3 years of customer management experience.
- Minimum 2 years of experience managing people.
- $5,000 annual RRSP contribution.
- Comprehensive medical and dental coverage.
- Energetic, collaborative, and supportive work environment.
- Remote role based in Ontario, with all necessary tools and equipment provided.
Senior Associate - Business Development & Account Management
Posted 4 days ago
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Job Description
Make Meaningful Matches. Build Better Business.
At ML6 Search + Talent Advisory , we’re not your typical recruitment firm. We’re bold, inspired, real, and invested in everything we do—from the clients we support to the candidates we champion, and the team we collaborate with every day. We focus on delivering real results, not just filling roles. With five specialized divisions (Corporate, Engineering, Technology, Mining, and Scientific), and a growing team we’re building something special—and we want you to be a part of it!
We’re currently on the hunt for a Senior Associate – Business Development & Account Management to join our team! If you’re a natural connector with a passion for solving business problems through talent, and you're eager to own your desk and drive growth, we should talk.
What You’ll Be Doing:
Business Development
- Proactively identify, pursue, and close new business opportunities using both creative outreach and proven strategies.
- Build long-term client relationships based on trust, responsiveness, and results.
- Collaborate with internal teams to create tailored solutions for each client’s unique hiring needs.
Account Management
- Serve as the main point of contact for a portfolio of clients, delivering top-tier service with speed and precision.
- Anticipate and understand client needs, advising on hiring strategies, talent trends, and market challenges.
- Maintain client satisfaction while growing accounts through repeat business and referrals.
Recruitment
- Identify and engage top talent using a range of sourcing methods—social media, job boards, networking events, referrals, and your own ingenuity.
- Conduct in-depth candidate interviews to assess not just skills, but motivations, goals, and alignment with client culture.
- Guide candidates through the hiring process with empathy and insight, prepping them for interviews and debriefing afterwards.
What You’ll Need to Be Successful:
- A passion for recruitment, relationship-building, and business development.
- 5+ years of experience in business development, recruitment, or client-facing roles in a high-performance environment.
- A natural ability to connect with people, ask thoughtful questions, and confidently challenge assumptions when needed.
- A consultative, relationship-first mindset that balances candidate advocacy with client priorities.
- Strong instincts for talent—you can spot potential from a mile away.
- A collaborative attitude and entrepreneurial spirit—you thrive when given ownership and autonomy.
- Bonus points if you love dogs. (Okay, not required—but it helps around here!)
Why ML6?
- We offer flexible working arrangements and a hybrid culture built on trust and results.
- Our environment is collaborative, fun, and driven —we support each other, celebrate wins, and learn from challenges.
- You’ll be part of a tight-knit team with big ambitions and room to grow your own career path.
Sound like you?
We’d love to hear from you. Apply now and take the next step in a career where your voice matters, your impact is felt, and your growth is supported every step of the way.
Account Management - First Line Client Liaison/KYC Officer, Analyst
Posted 16 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Role Overview**
The Analyst, AMT ("Account Management Team") will be responsible for the performance of KYC ("Know Your Customer") client on-boarding, reassessments and other related requests related to the book of work of MUFG Bank Ltd, US branch. The Analyst will act as SME for First Line of Defense and engage clients, RMs, compliance and other stakeholders as appropriate to deliver on goals of the team.
**Responsibilities**
1. Client Onboarding & Relationship Management
+ Ensure timely execution of client onboarding processes and escalate any deals at risk to management proactively.
+ Customize emails to streamline KYC requirements to enhance client experience and reduce complexity.
+ Engage directly with clients, including treasury, legal, and compliance teams, and coordinate access to deal sites.
2. KYC Due Diligence & Risk Assessment
+ Collaborate with internal and external stakeholders to support comprehensive KYC reviews.
+ Respond to RFIs related to KYC, risk, and compliance issues with accuracy and timeliness.
+ Maintain deep understanding of client relationships and product risk across global and local business areas.
3. Compliance, Standards & Performance Monitoring
+ Adhere to MUFG's global and U.S. KYC standards and procedures for the First Line of Defense.
+ Meet performance metrics including deal deadlines, document collection SLAs, and KYC quality benchmarks.
+ Identify and escalate risk flags through training and guidance from governance and advisory teams.
4. Stakeholder Collaboration & Escalation Management
+ Partner with RMs and product groups to address AML, sanctions, and compliance issues effectively.
+ Communicate assertively and professionally with internal and external stakeholders.
+ Develop subject matter expertise in assigned verticals.
5. Operational Support
+ Adhere to policy requirements and timely training completion.
+ Be a team player and cross-support team members and/or other verticals as assigned by Director
+ Support cross-functional initiatives and projects assigned by management, including VP/Director-led efforts.
+ Support and enable GCIB to meet its goals/targets, help reignite revenue growth & facilitate other pillars of our bank/FLODCO strategy including"one FLODCO team"attitude.
**Qualifications**
+ Prior 1-3 years experience of working with Corporate Banking clients (preferably in Client Onboarding & KYC area)
+ Ability to work in a fast paced culture and deadline driven environment
+ Keen interest in understanding BSA/AML, OFAC & Sanctions laws and regulations
+ Exhibit culture of strong risk principles
+ Ability to engage local & overseas stakeholders in different time zones
+ Bachelor's degree in Business, Finance, Economics or equivalent work experience
+ CAMS (Certified Anti-Money Laundering Specialist) Certification is considered an asset
+ Proficiency in MS Word; MS Excel;
+ Excellent communication skills;
+ Strong reasoning and problem solving skills;
+ Excellent multitasking skills and task organizing ability;
+ Strong time management skills, Ability to perform in a deadline driven environment;
+ Openness to learning new technologies. We are exploring updates and migration to various systems and tools not limited to PowerBI, MS Copilot.
The job description and related application pertains to an opportunity with either MUFG Bank, Ltd., Canada Branch ("MUFG Bank Canada") or MUFG Securities (Canada), Ltd. ("MUFG Securities Canada"). The job description relates to the general nature, scope, quantity and quality of work contemplated for the position. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with knowledge, skills and abilities of the incumbent. The receipt of an application by either MUFG Bank Canada or MUFG Securities Canada, as applicable, does not imply or guarantee employment.
Each of MUFG Bank Canada and MUFG Securities Canada is an equal opportunity employer.
- As a federally regulated entity, MUFG Bank Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Canadian Human Rights Act and the Canada Labour Code. Where MUFG Bank Canada obtains information relating to protected grounds under the Canadian Human Rights Act as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Bank Canada does not use such information for decision making purposes relating to the position contemplated in this application.
- As a provincially regulated entity, MUFG Securities Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Human Rights Code (Ontario) and the Employment Standards Act (Ontario). Where MUFG Securities Canada obtains information relating to protected grounds under the Human Rights Code (Ontario) as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Securities Canada does not use such information for decision making purposes relating to the position contemplated in this application.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Account Management - First Line Client Liaison/KYC Officer, Vice President
Posted 16 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The Vice President, AMT ("Account Management Team") will be responsible for the performance of KYC ("Know Your Customer") client on-boarding, reassessments and other related requests related to the book of work of MUFG Bank Ltd, US branch. The VP ("Vice President") will partner with and engage clients, LOBs ("Line of Business") and other enterprise stakeholders including Compliance, Legal, BURCO ("Business Unit Risk & Compliance Officer"), Audit, Risk, Operations and Account Management team based in the US.
**Role Responsibilities**
1. Client Onboarding & Relationship Management
+ Ensure timely execution of client onboarding processes and escalate any deals at risk to management proactively.
+ Tailor and streamline KYC requirements to enhance client experience and reduce complexity.
+ Engage directly with clients, including treasury, legal, and compliance teams, and coordinate access to confidential deal sites.
2. KYC Due Diligence & Risk Assessment
+ Collaborate with internal and external stakeholders to support comprehensive KYC reviews.
+ Respond to RFIs related to KYC, risk, and compliance issues with accuracy and timeliness.
+ Maintain deep understanding of client relationships and product risk across global and local business areas.
3. Compliance, Standards & Performance Monitoring
+ Adhere to MUFG's global and U.S. KYC standards and procedures for the First Line of Defense.
+ Meet performance metrics including deal deadlines, document collection SLAs, and KYC quality benchmarks.
+ Identify and escalate risk flags through training and guidance from governance and advisory teams.
4. Stakeholder Collaboration & Escalation Management
+ Partner with RMs and product groups to address AML, sanctions, and compliance issues effectively.
+ Communicate assertively and professionally with internal and external stakeholders, including vertical heads.
+ Develop subject matter expertise in assigned verticals and collaborate with audit and control offices as needed.
5. Team Oversight & Operational Support
+ Provide coaching and oversight to junior team members in Canada, ensuring policy adherence and timely training completion.
+ Support cross-functional initiatives and projects assigned by management, including Director-led efforts.
+ Foster a collaborative team environment aligned with GCIB and FLODCO strategic goals.
**Qualifications**
+ Bachelor's degree in Business, Finance, Economics or equivalent work experience
+ CAMS (Certified Anti-Money Laundering Specialist) Certification is considered an asset
+ Prior experience of working with Corporate Banking clients (preferably in Client Onboarding & KYC area)
+ Ability to work in a fast paced culture and deadline driven environment
+ Awareness & understanding of Know Your Customer (KYC) due diligence procedures
+ Understanding of Final CDD Rule -Understanding of rules involving BSA/AML, OFAC & Sanctions
+ Exhibit culture of strong risk principles
+ Ability to engage local & overseas stakeholders in different time zones Proficiency in MS Word; MS Excel;
+ Excellent communication skills;
+ Strong reasoning and problem solving skills;
+ Excellent multitasking skills and task organizing ability;
+ Strong time management skills, Ability to perform in a deadline driven environment;
+ Openness to learning new technologies. We are exploring updates and migration to various systems and tools not limited to PowerBI, MS Copilot.
The job description and related application pertains to an opportunity with either MUFG Bank, Ltd., Canada Branch ("MUFG Bank Canada") or MUFG Securities (Canada), Ltd. ("MUFG Securities Canada"). The job description relates to the general nature, scope, quantity and quality of work contemplated for the position. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with knowledge, skills and abilities of the incumbent. The receipt of an application by either MUFG Bank Canada or MUFG Securities Canada, as applicable, does not imply or guarantee employment.
Each of MUFG Bank Canada and MUFG Securities Canada is an equal opportunity employer.
- As a federally regulated entity, MUFG Bank Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Canadian Human Rights Act and the Canada Labour Code. Where MUFG Bank Canada obtains information relating to protected grounds under the Canadian Human Rights Act as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Bank Canada does not use such information for decision making purposes relating to the position contemplated in this application.
- As a provincially regulated entity, MUFG Securities Canada is required to comply with applicable laws which prohibit discrimination based on protected grounds and which require accommodation to individuals in accordance with the requirements outlined in the Human Rights Code (Ontario) and the Employment Standards Act (Ontario). Where MUFG Securities Canada obtains information relating to protected grounds under the Human Rights Code (Ontario) as part of the application process, it does so to monitor and otherwise evaluate its own compliance with such legislation and associated regulatory requirements; MUFG Securities Canada does not use such information for decision making purposes relating to the position contemplated in this application.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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Senior Client Relations Representative
Posted today
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Job Description:
Grade: S5
Referral Level: Level 1
Division: IGM-CSO
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.
Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.
At Mackenzie Investments You Can Build Your Career with Confidence.
We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
The Role
As a Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through inbound telephone calls and email.
As a valued member of the client relations team, your responsibilities will include:
- Educating clients on Mackenzie products and services
- Addressing inquiries from our clients through phone calls (inbound/outbound), emails, and fax
- Providing superior customer experiences by guiding our clients towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email, and/or phone
- Flexible rotating shift from 8:30 am to 6:00 pm
- Hybrid office and remote work environment (3-day office attendance)
We Offer:
Mackenzie Investments is recognized among Greater Toronto's Top Employers.
In addition to a competitive salary starting with bonus opportunities, we offer several flexible and advantageous benefits for you and your family:
- Three weeks of vacation and up to 10 paid personal/wellness days per year
- Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
- RRSP contributions and share purchase plans available to all employees
- Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
- Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)
- Managers who support your development through coaching and managing opportunities
- Dress for your day policy
- A thorough Employee and Family Assistance program
The following qualifications will assist the successful candidate:Strong customer service and interpersonal skills
- Bilingual (French, Asian & English) is an asset
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Related industry or call-centre experience is an asset
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products
Please visit our career page by clicking on the following link:
We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.
Please apply by September 23, 2025.
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