Elevate your opportunities
Butterfield Support Services (Halifax) Limited provides centralized shared services and support to the Butterfield Group in the areas of Finance and Accounting, Human Resources, Information Technology, Operations, Client Services and Compliance. Operating in multiple jurisdictions, we focus on results, value relationships, and celebrate success. If this sounds like your kind of company, then consider this opportunity to become part of a collaborative team of professionals at the world’s leading, independent offshore bank and trust company.
Assistant Relationship Manager
The Assistant Relationship Manager reports to the AVP, Manager, Custody Client Administration, and is responsible for managing a select group of high-profile complex custody accounts in accordance with the terms of the Custody Agreement and the procedures of Investment Services. Additionally, the incumbent will assist the AVP with managing workloads of administrators within the team during vacations and absences.
About the team
Butterfield’s Banking Operations team supports millions of financial transactions globally across all of our banking locations. Our customers range from personal bank account holders to corporate and wealth clients. Banking Operations is a fast-moving environment, where innovation is at the heart of the team’s everyday responsibilities to provide services that keep Butterfield at the forefront of financial services.
Your responsibilities will include:
- Working with the VP and AVP as required to meet departmental goals while supporting a wide range of clients.
- Managing the Custody relationship with the client base, ensuring that trades are executed in a timely manner.
- Completing call backs on all trades or wire instructions as necessary.
- Communicating with high-profile clients on all corporate action executions and ensuring that custody back office execute on client instructions.
- Placing trade instructions with brokers.
- Reviewing the client database to ensure all required documentation are kept up-to-date and in accordance with regulatory standards.
- Understanding customer needs and developing plans to resolve any problems and/or challenges.
- Resolving customer complaints promptly and professionally within the agreed SLA.
- Ensuring outstanding reconciliation items are investigated and cleared in a timely manner.
- Developing a rapport with colleagues across Butterfield to cross-sell or upsell Bank products to existing clients.
- Liaising with colleagues and external advisors/custodians to ensure accurate and timely processing of client instructions within market deadlines in a demanding environment.
- Performing daily due diligence on complex client accounts to ensure all cash and assets are reconciled, launching and or escalating items for investigation as necessary.
- Facilitating annual score card review responses from clients regarding Bank products and services.
- Providing leadership and guidance to more junior team members and providing subject matter expertise as needed.
- Providing excellent service to maintain a positive reputation for the Bank.
- Carrying out other duties as requested.
Your qualifications and skills include:
- Post-Secondary education or equivalent qualification, or at least four to five years’ relevant experience.
- Comprehensive knowledge of Custody Operations and Administration.
- Previous experience in a relationship management role.
- Excellent communication skills both oral and written.
- Strong interpersonal and decision-making skills are required.
- Ability to work effectively within a team.
- Good organizational and time management skills.
Why Butterfield?
Butterfield is a leading, independent offshore bank and trust company. With more than 1,200 financial services professionals across ten international jurisdictions, the Butterfield experience is enhanced by robust learning and development opportunities and comprehensive benefits. Guided by our core values—approachable, collaborative, empowered and impactful—we provide a respectful environment where we value the diversity of our employees and the talents and experiences they bring. With a 160-year tradition of service excellence we empower individuals to achieve their potential and make a positive impact on our business, our clients and our communities.
Does this sound like you?
All applications should be submitted via e-mail to [email protected].