Register
Recruit Create CV

Client Relationship Jobs

Relationship Coach/Spokesperson Jobs
By Marriage Mastery by Pinnacle of Man At Canada
Effective time management skills to manage multiple priorities and meet deadlines.
Share your knowledge on relationship dynamics and offer practical solutions to common relationship challenges.
Demonstrate proficiency in effective case management through the use of a CRM system.
Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.
Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.
Excellent verbal and written communication skills.
Financial Client Relationship Manager - Toronto - Up To $120,000 Cad
By Hunter Bond At Toronto, Ontario, Canada
Engaging in the day-to-day operational management of a renowned global enterprise
2+ years of experience working in financial services in a client facing team
Demonstrated and keen interest in the field of finance
Job title: Financial Client Relationship Manager
Salary: Up to $120,000 CAD plus Benefits!
Directly interfacing with clients and adeptly overseeing relationships
Bilingual ( French And English) Private Wealth Client Relationship Manager
By Dean Group At Toronto, Ontario, Canada
Over 7 years of investment management experience working with high net worth retail investors
Completion of a University degree or equivalent work experience
Position: Bilingual ( French/English) Private Wealth Client Relationship Manager
Complete a deep discovery to understand clients financial and non-financial situation and what factors are important to them
Leverage our financial planning software to put together a plan to address identified client needs and goals
Continuously review and update client plans as material changes occur throughout various life stages
Client Relationship Manager Jobs
By Virtustant At Canada
services to our clients remotely. We are looking for an experienced Client Relationship Manager
Job Title: Client Relationship Manager
10. Be proficient in the presentation of our tax planning and financial service offerings.
11. Seek knowledge assertively, arranging meetings with team members to clarify uncertainties.
1. Minimum of 2 years sales experience.
4. Strong verbal and written communication skills.
Client Relationship Management - Specialist
By Marsh At Vancouver, British Columbia, Canada
Partner with various account management teams to provide superior client service
Strong business acumen including a well-rounded knowledge of general business function, finance and issues
Benefits coverage starting Day 1
Flexible Remote Working & Workplace Schedules (Remote work only during Covid-19 pandemic).
3 years of work experience within commercial insurance
Strong interpersonal skills, with the ability to interact at all levels of the organization including the ‘C’ Suite.
Client Relationship Assistant Jobs
By Goodreid Investment Counsel At Toronto, Ontario, Canada
Enter and Manage data in various software applications, including our client relationship management system and portfolio management system.
Prior experience in an office administrative role preferred, with preference to candidates with financial industry experience and/or demonstrable investment knowledge.
Work alongside our Portfolio Managers and interact with clients throughout the account opening and onboarding process.
Strong organizational skills and attention to detail.
Excellent Strong written and verbal communication skills.
Generate, organize, and maintain client files and e-documentsand files on an ongoing basis.
Relationship Expert/Coach Jobs
By Marriage Mastery by Pinnacle of Man At Canada
Effective time management skills to manage multiple priorities and meet deadlines.
Demonstrate proficiency in effective case management through the use of a CRM system.
Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.
Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.
Excellent verbal and written communication skills.
Experience supporting clients during traumatic periods of life.
Client Relationship Manager, Commercial Banking, Surrey/Delta Areas [Scotiabank]
By CareerBeacon At Surrey, British Columbia, Canada
Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
A competitive compensation and benefits package
Internal training to support your career growth and enhance your skills
Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area
Builds and maintain a market profile in an assigned market area with both internal and external contacts
Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
Vice President, Client Relationship Management (Private Funds)
By Brookfield Asset Management At Toronto, Ontario, Canada
Establish credibility as an informed specialist and relationship manager for each of BAM’s investment opportunities
Manage investor relationships throughout the extended lifecycle of the relationship by providing exceptional client service
5+ years of professional experience, including a minimum of two to three years of IR and fundraising
Extensive experience with at least one of the following products: private equity, real estate, infrastructure, and/or renewables
Experience building and maintaining best-in-class Investor Relations processes
Strong interpersonal, verbal and written communication skills
Financial Services Consultant, Client Relationship
By Sun Life At Toronto, Ontario, Canada
Successfully achieve sales targets by building great relationship and delivering a wonderful client experience.
Financial Services industry experience in an advisory capacity
Comprehensive flexible benefits program including:
Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
Review portfolio investments, product options, savings goals, and assist with asset consolidation.
Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.
Relationship Associate Jobs
By OPENLANE At Prince Albert, Saskatchewan, Canada
Two years customer service/account management experience
Opportunities to expand your skill set and share your knowledge ross a publicly traded, global organization
Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
Medical, dental, and vision benefits with employer HSA contributions (US)
Manage, service and mitigate risk on customer accounts by utilizing applications such as Salesforce and Tableau.
Identify and manage daily customer delinquencies.
Client Relationship Specialist - Argyll (Part-Time)
By ATB Financial At Edmonton, Alberta, Canada
Transform the customer experience by introducing our clients to experts and educating them on our digital tools and resources.
Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
Customer service and/or sales experience is required
Knowledge of personal lending services and products is desired
Preference will be given to applicants with previous banking experience
Customer Excellence - Delivers an exceptional customer experience at all times.
Relationship Associate Jobs
By Adecco At Saskatoon, Saskatchewan, Canada
The responsibilities for the Relationship Associate job opening in Saskatoon, SK include, but are not limited to:
The qualifications for the Relationship Associate job opening in Saskatoon, SK include:
Relationship Associate job opening in Saskatoon, SK
Senior Client Relationship Manager, Commercial Banking (Kitchener/Waterloo)
By Scotiabank At Waterloo, Ontario, Canada
Advanced portfolio management skills, including proven ability to execute sales activities and manage sales pipeline
2 – 5 years of commercial banking experience in a relationship manager position
Undergraduate degree in business or economics or equivalent work experience
Strong knowledge of the Canadian Commercial Banking marketplace
Advanced credit skills with analysis and completion of credit applications and presentations
Well-developed relationship building and teamwork skills
Client Relationship Officer - 6 Month Contract
By Infrastructure Ontario At Toronto, Ontario, Canada
Experience developing commercial loan solutions and advanced knowledge of financial underwriting principles, commercial lending practices, and municipal by-law authorization processes
Several years experience providing client-focused solutions within a financial institution, investment, municipality, or infrastructure development area of practice.
Knowledge of municipal infrastructure financing processes and public sector operations and considered an asset
Knowledge of project financing models and principles is an asset
Excellent analytical skills to research, synthesize, and analyze financial data and other information
Assist loan operations and communicate with clients in order to satisfy financing conditions as authorized to complete financing transactions
Relationship Associate Jobs
By AFC - Automotive Finance Corporation At Greater Ottawa Metropolitan Area, Canada
Develop an understanding of customer needs by use of customer relationship management (CRM) tools and work queues.
Preference for one (1) or more year of relevant customer service or account management.
Assist the Relationship Manager in achieving branch goals.
Manage, service and mitigate risk on customer accounts by utilizing applications such as Salesforce and Tableau.
Identify and manage daily customer delinquencies.
Previous sales or upselling experience preferred.
Client Relationship Associate Jobs
By Raymond James Ltd. At Vancouver, British Columbia, Canada
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Take a lead role in new client transitions, using the Raymond James Project Management methodology;
Liaise with third-party vendors to manage external services as required to meet client needs and department objectives;
Customer service gained from direct, client-facing experiences;
Health Benefits Program including Life Insurance and Disability from start date
Depending on eligibility, we offer:
Client Relationship Manager Jobs
By Sun Life At Toronto, Ontario, Canada
Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
Create a positive service experience with Sun Life as their GRS provider and develop a mutual partnership
Demonstrated strong interpersonal and communication skills
Strong problem solving skills with the ability to quickly and effectively resolve client concerns
Highly motivated, independent self-starter with strong business acumen and negotiation skills
Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
Client Relationship Manager Jobs
By Government of Yukon At Whitehorse, Yukon Territory, Canada
Degree in accounting or finance-related field.
Experience in a regulated environment working with banking systems, preferably from a merchant perspective.
Experience facilitating user training and interaction.
Experience with the banking industry, credit rating reviews, program delivery in a distributed environment would be considered an asset.
Experience providing front-line customer service to a wide variety of clients both internal and external would be considered an asset.
Promoting Common Values and Ethics
Client Relationship Specialist Jobs
By ATB Financial At Edmonton, Alberta, Canada
Transform the client experience by introducing our client to experts and educating them on our digital tools and resources.
Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
Customer service and/or sales experience is required
Knowledge of personal lending services and products is desired
Preference will be given to applicants with previous banking experience
Customer Excellence - Delivers an exceptional customer experience at all times.

Are you looking for a role that will allow you to build strong relationships with clients and make a real impact on their success? We are looking for a Client Relationship Manager to join our team and help us create lasting partnerships with our clients. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

Overview Client Relationship is a job role that involves building and maintaining relationships with clients. This role requires excellent communication and interpersonal skills, as well as the ability to understand the needs of clients and provide them with the best possible service. The Client Relationship role is essential to the success of any business, as it helps to ensure customer satisfaction and loyalty. Detailed Job Description The Client Relationship role involves building and maintaining relationships with clients. This includes providing excellent customer service, understanding the needs of clients, and providing them with the best possible solutions. The Client Relationship role also involves developing and implementing strategies to ensure customer satisfaction and loyalty. This may include developing customer loyalty programs, providing customer feedback, and responding to customer inquiries. Skill Requirements The Client Relationship role requires excellent communication and interpersonal skills. The ability to listen to clients and understand their needs is essential. The Client Relationship role also requires strong problem-solving and analytical skills, as well as the ability to think strategically and develop effective solutions. Qualifications The Client Relationship role typically requires a Bachelor’s degree in Business, Marketing, or a related field. Experience in customer service or sales is also beneficial. Knowledge The Client Relationship role requires knowledge of customer service principles, sales techniques, and customer relationship management. Knowledge of the industry and the company’s products and services is also beneficial. Experience Experience in customer service or sales is beneficial for the Client Relationship role. Experience in developing customer loyalty programs and responding to customer inquiries is also beneficial. Responsibilities The Client Relationship role is responsible for building and maintaining relationships with clients. This includes providing excellent customer service, understanding the needs of clients, and providing them with the best possible solutions. The Client Relationship role is also responsible for developing and implementing strategies to ensure customer satisfaction and loyalty. This may include developing customer loyalty programs, providing customer feedback, and responding to customer inquiries.