Relationship Manager

Requisition ID: 275291

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose:

As a Relationship Manager, reporting to the Manager of Dealer Relations, you will be responsible for creating and maintaining relationships with distributor head offices by providing excellent customer service, resolving issues of mutual concern, providing system support, and investigating processing and policy discrepancies.

You will also maintain operational relationships with external distributors, as well as the Dynamic National Accounts, Inside Sales, Wholesale teams, Customer Relations Centre, and internal operations.

In addition, you will be responsible for the setup and maintenance of fund information on iFAST.

Is this role right for you? In this role, you will:

• Respond to incoming calls and emails from internal and external clients, providing courteous and prompt responses to all inquiries.
• Participate in the investigation of FundSERV trade rejects via TFS and anomalies in XML files that could impact N$M settlement.
• Act as a subject matter expert for mutual funds, FundSERV related activity, and iFAST for internal and external clients.
• Travel to distributor head offices as needed to review operational concerns and maintain relationship structures.
• Provide Dealer Agreement Packages and other materials as requested and review this material for AML regulatory requirements.
• Set up new funds and make changes to existing funds in the iFAST system.
• Create and QC FD and MD files and work on special projects as requested.
• Participate in requirements definition and user acceptance testing for software enhancements, FundSERV releases and new products, and attend working groups as needed.
• Provide ample notification to internal and external operational personnel regarding upcoming releases, including FundSERV.
• Create system reports using Progress Results and Micro Strategies to determine data integrity, statistics, and audits as requested.
• Update the departmental manual to ensure procedural guidelines remain accurate.