Register
Recruit Create CV

Client Relationship Managers 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 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 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