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Client Relationship Associate Jobs

Relationship Management Associate Jobs
By FCC / FAC At Vermilion, Alberta, Canada
A diploma in business and at least two years of related experience (or equivalent combination of education and experience)
Partner with Relationship Managers identifying and communicating with high potential customers and prospects
Analytical skills to notice and resolve errors, problems or numerical data inconsistencies
Specialized knowledge of lending procedures and approaches
Lending Admin Knowledge And An Agriculture Background Needed
Proactively build and maintain relationships with customers
Associate Client Manager Jobs
By TELUS At Toronto, Ontario, Canada
Excellent time management skills, and the ability to manage multiple assignments.
Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
Attends internal training sessions to build knowledge of industry topics and trends.
Excellent written and oral communication skills
Great training and leaderships skills
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 Associate / Customer Service
By Adecco At Osler, 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 (Customer Service)
Client Relationship Marketing, North America Support (Marketing Associate Manager)
By Accenture At Toronto, Ontario, Canada

About Accenture Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their ...

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
Relationship Management Associate Jobs
By FCC / FAC At Blainville, Quebec, Canada
A diploma in business and at least two years of related experience (or equivalent combination of education and experience)
Partner with Relationship Managers identifying and communicating with high potential customers and prospects
Analytical skills to notice and resolve errors, problems or numerical data inconsistencies
Specialized knowledge of lending procedures and approaches
Proactively build and maintain relationships with customers
Answer customer inquiries in a thorough and professional manner, creating sales opportunities
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:

Are you looking for an exciting opportunity to build relationships with clients and help them reach their goals? We are looking for a Client Relationship Associate to join our team and help us create meaningful connections with our clients. You will be responsible for providing exceptional customer service, developing strong relationships with clients, and helping them achieve their objectives. If you are an organized, detail-oriented individual with excellent communication skills, we want to hear from you!

What is Client Relationship Associate Skill Requirements?

• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize
• Proficiency in Microsoft Office Suite
• Knowledge of customer service principles and practices
• Knowledge of banking and financial services

What is Client Relationship Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• Previous experience in customer service or banking
• Professional certification in customer service or banking

What is Client Relationship Associate Knowledge?

• Knowledge of banking and financial services
• Knowledge of customer service principles and practices
• Knowledge of banking regulations and compliance

What is Client Relationship Associate Experience?

• Previous experience in customer service or banking
• Previous experience in a client relationship role

What is Client Relationship Associate Responsibilities?

• Develop and maintain relationships with clients
• Respond to client inquiries and requests
• Provide advice and guidance on banking products and services
• Monitor client accounts and transactions
• Prepare reports and documents for clients
• Ensure compliance with banking regulations and procedures
• Identify opportunities to increase client satisfaction and loyalty