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Client Relationship Manager 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
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.
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;
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 ...

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.
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 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
Senior Client Relationship Manager - Commercial Banking
By Scotiabank At Montreal, Quebec, Canada
Advanced portfolio management skills, including proven ability to execute sales activities and manage sales pipeline
Well-developed relationship building and teamwork skills
Strong knowledge of the Canadian Commercial Banking marketplace
5+ years of commercial banking experience
Undergraduate degree in business or economics or equivalent work experience
A competitive compensation and benefits package
Client Relationship Manager, Commercial Banking - Montreal West
By Scotiabank At Montreal, Quebec, 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;
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;

Are you looking for a rewarding career in client relations? We are seeking an experienced Client Relationship Manager to join our team and help us build strong relationships with our clients. You will be responsible for providing exceptional customer service, developing and maintaining strong relationships with clients, and ensuring that all client needs are met. If you have a passion for customer service and are looking for an opportunity to make a difference, this is the job for you!

Overview A Client Relationship Manager is responsible for managing and developing relationships with clients in order to ensure their satisfaction and loyalty. They are responsible for understanding the needs of the client and providing solutions to meet those needs. They must be able to identify opportunities to increase customer satisfaction and loyalty, as well as identify potential areas of improvement. Detailed Job Description A Client Relationship Manager is responsible for developing and maintaining relationships with clients. This includes understanding the needs of the client, providing solutions to meet those needs, and ensuring customer satisfaction and loyalty. The Client Relationship Manager must be able to identify opportunities to increase customer satisfaction and loyalty, as well as identify potential areas of improvement. The Client Relationship Manager must also be able to develop and implement strategies to increase customer satisfaction and loyalty. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Ability to identify customer needs and provide solutions
• Ability to identify opportunities to increase customer satisfaction and loyalty
• Ability to develop and implement strategies to increase customer satisfaction and loyalty
• Ability to analyze customer data and identify trends
• Ability to manage multiple projects and prioritize tasks
• Knowledge of customer service principles and practices
Job Qualifications
• Bachelor’s degree in business, marketing, or related field
• 5+ years of experience in customer service or client relationship management
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management software
• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Ability to identify customer needs and provide solutions
• Ability to analyze customer data and identify trends
• Ability to manage multiple projects and prioritize tasks
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management software
• Knowledge of customer data analysis
• Knowledge of customer segmentation
• Knowledge of customer loyalty programs
• Knowledge of customer retention strategies
Job Experience
• 5+ years of experience in customer service or client relationship management
• Experience in developing and implementing customer service strategies
• Experience in analyzing customer data and identifying trends
• Experience in developing and implementing customer loyalty programs
• Experience in managing multiple projects and prioritizing tasks
Job Responsibilities
• Develop and maintain relationships with clients
• Understand the needs of the client and provide solutions to meet those needs
• Identify opportunities to increase customer satisfaction and loyalty
• Develop and implement strategies to increase customer