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Client Relationship Actuary Jobs

Senior Actuary Ii Jobs
By BCAA At Burnaby, British Columbia, Canada
OR equivalent combination of education and experience
Demonstrated experience in developing the analytical skills of colleagues
Manage the implementation of pricing algorithms
Collaborate with colleagues from around the organization to define data requirements
Manage relationships with 3rd party vendors and the access and use of data from external parties
Proactively share knowledge across the team
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
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.
Actuary Jobs
By Financial Services Regulatory Authority of Ontario (FSRA) At Toronto, Ontario, Canada
Proven knowledge of, and skills in the design and management of pension plans and investment of pension funds.
Proven project management and leadership skills to lead the risk and compliance program and related projects.
Competitive benefits plan, including a Defined Benefit pension plan
Proven written communication skills to prepare project plans and actuarial and investment analytical and assessment reports.
Proven skills to interpret and advise on the application and development of new legislation, regulations, and policies from an actuarial perspective.
High employee engagement scores with opportunity for growth, learning and development
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.
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.
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
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.
Client Relationship Manager Jobs
By Doyenne Financial Ltd. At Greater Montreal Metropolitan Area, Canada

Develop and maintain excellent client relationships using a client-centered, holistic approach

Client Relationship Managers Jobs
By Doyenne Financial Ltd. At Greater Winnipeg Metropolitan Area, Canada

Develop and maintain excellent client relationships using a client-centered, holistic approach

Client Relationship Specialist - Casual
By ATB Financial At Holden, 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.
Relationship Manager, Treasury & Cash Management, Corporate Client Group
By RBC At Toronto, Ontario, Canada
Must-have 5+ years banking and sales experience with a strong knowledge of the RBC Cash Management Products and emerging industry trends
Proven client advice/service, sales and relationship management experience
Manage regional monitoring/control activities and effects appropriate reductions on current account, CBA and AML o/o/o’s and contract/cash management expiries
Organizational awareness with a commitment to continuous learning to ensure personal and sales’ team skills/knowledge/accreditations are up-to-date
Certified Treasury Professional ("CTP") Designation or similar qualification is nice to have, but can be obtained in role
Strong written and verbal communication skills, including exacting attention to detail related to customized contract documentation
Director, Client Relationship Management
By ATB Financial At Calgary, Alberta, Canada
Strong time management skills including an ability to meet deadlines and establish priorities to manage multiple issues and cross functional teams;
Excellent facilitation and communications skills with a particular emphasis on being able to translate business requirements into tangible technical understanding;
As ATB's next Director of Client Relationship Management (CRM),
Develop and manage the AOE's COE roadmap and ensure that all initiatives are aligned with the overall organizational roadmap.
At least 10 years of project delivery experience, including experience in leadership roles driving cross functional teams and leading large-scale implementations;
Previous experience delivering Salesforce related projects is considered an asset;
Director, Client Relationship Management
By ATB Financial At Edmonton, Alberta, Canada
Strong time management skills including an ability to meet deadlines and establish priorities to manage multiple issues and cross functional teams;
Excellent facilitation and communications skills with a particular emphasis on being able to translate business requirements into tangible technical understanding;
As ATB's next Director of Client Relationship Management (CRM),
Develop and manage the AOE's COE roadmap and ensure that all initiatives are aligned with the overall organizational roadmap.
At least 10 years of project delivery experience, including experience in leadership roles driving cross functional teams and leading large-scale implementations;
Previous experience delivering Salesforce related projects is considered an asset;
Client Relationship Manager Jobs
By Canada Life At Winnipeg, Manitoba, Canada
Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines
Working closely with the Communication & Education Manager to ensure appropriate educational sessions and communications are provided to customers
Post-secondary education in a related field demonstrating knowledge and understanding of business principles
Minimum 5 years’ experience in the financial services industry
Valid driver’s license and vehicle are necessary due to the travel requirements
Creating and executing an annual service plan to proactively service a defined block of customers