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Client Relationship Agent Jobs

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.
Client Services Agent Jobs
By Government of Yukon At Whitehorse, Yukon Territory, Canada
Considerable experience providing customer service in a high traffic/high volume regulatory environment
Experience working within legislation and policy frameworks to carryout effective customer service delivery
Experience performing duties related to registration, licensing and/or permitting preferably within government or large organization
Experience handling financial transactions (debit/credit card, cash) and reconciling cash
Excellent organizational skills and adaptability to changing priorities,
Excellent interpersonal skills, ability to contribute to a team and maintain effective relationships.
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
Client Migration Agent Jobs
By CGI At Toronto, Ontario, Canada
Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
Required Qualifications To Be Successful In This Role
Actively listens to clients' concerns and diagnoses clients’ service needs.
Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.
Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.
Accurately documents client requests using the group’s tracking systems.

Are you looking for a job that allows you to build relationships with clients and make a difference in their lives? We are looking for a Client Relationship Agent to join our team and help us provide exceptional customer service. You will be responsible for developing and maintaining relationships with our clients, providing them with the best possible service and support. If you have a passion for customer service and enjoy working with people, this could be the perfect job for you!

Overview:

Client Relationship Agents are responsible for managing relationships with clients and providing them with excellent customer service. They must be able to build trust and rapport with clients, understand their needs, and provide solutions that meet their needs. They must also be able to handle customer complaints and resolve any issues that arise.

How To Become an Client Relationship Agent:

To become a Client Relationship Agent, you will need to have a high school diploma or equivalent. You may also need to have some experience in customer service or sales. Additionally, you should have excellent communication and interpersonal skills, as well as the ability to think on your feet and problem-solve.

Client Relationship Agent Skills:

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to build trust and rapport with clients
• Ability to think on your feet and problem-solve
• Knowledge of customer service and sales
• Ability to handle customer complaints
• Ability to provide solutions that meet client needs

What is Client Relationship Agent Knowledge?

• Knowledge of customer service and sales
• Knowledge of customer relationship management (CRM) software
• Knowledge of customer service best practices
• Knowledge of customer service policies and procedures
• Knowledge of customer service trends and technologies

What is Client Relationship Agent Responsibilities?

• Respond to customer inquiries in a timely and professional manner
• Build trust and rapport with clients
• Understand client needs and provide solutions that meet their needs
• Handle customer complaints and resolve any issues that arise
• Monitor customer service trends and technologies
• Maintain customer records and update customer information
• Provide feedback to management on customer service issues

What is Client Relationship Agent Experience?

• Previous experience in customer service or sales
• Experience in customer relationship management (CRM) software
• Experience in customer service best practices
• Experience in customer service policies and procedures

What is Client Relationship Agent Qualifications?

• High school diploma or equivalent
• Excellent communication and interpersonal skills
• Ability to think on your feet and problem-solve
• Ability to build trust and rapport with clients
• Knowledge of customer service and sales

Client Relationship Agent Education:

• High school diploma or equivalent
• Bachelor’s degree in business, marketing, or a related field
• Professional certifications in customer service or sales
What tools help Client Relationship Agent work better?
• Customer relationship management (CRM) software
• Customer service tracking software
• Live chat software
• Knowledge base software
• Automated customer service software
Good tips to help Client Relationship Agent do more effectively?
• Listen carefully to customer inquiries and respond in a timely manner.
• Build trust and rapport with clients by being friendly and helpful.
• Understand client needs and provide solutions that meet their needs.
• Handle customer complaints and resolve any issues that arise.
• Monitor customer service trends and technologies.
• Maintain customer records and update customer information.
Common Client Relationship Agent interview questions?
• What experience do you have in customer service or sales?
• How do you handle customer complaints?
• What do you think makes a successful customer relationship?
• What strategies do you use to build trust and rapport with clients?
• How do you stay up to date on customer service trends and technologies?
• How do you ensure customer satisfaction?