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Client Relationship Jobs in Manitoba

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 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.
Vice President, Client Relationship Management (Private Funds)
By Brookfield Asset Management At Toronto, Ontario, Canada
Establish credibility as an informed specialist and relationship manager for each of BAM’s investment opportunities
Manage investor relationships throughout the extended lifecycle of the relationship by providing exceptional client service
5+ years of professional experience, including a minimum of two to three years of IR and fundraising
Extensive experience with at least one of the following products: private equity, real estate, infrastructure, and/or renewables
Experience building and maintaining best-in-class Investor Relations processes
Strong interpersonal, verbal and written communication skills
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 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 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 Managers Jobs
By Doyenne Financial Ltd. At Greater Winnipeg Metropolitan Area, Canada

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

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
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

Are you looking for a role that will allow you to build strong relationships with clients and make a real impact on their success? We are looking for a Client Relationship Manager to join our team and help us create lasting partnerships with our clients. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

Overview Client Relationship is a job role that involves building and maintaining relationships with clients. This role requires excellent communication and interpersonal skills, as well as the ability to understand the needs of clients and provide them with the best possible service. The Client Relationship role is essential to the success of any business, as it helps to ensure customer satisfaction and loyalty. Detailed Job Description The Client Relationship role involves building and maintaining relationships with clients. This includes providing excellent customer service, understanding the needs of clients, and providing them with the best possible solutions. The Client Relationship role also involves developing and implementing strategies to ensure customer satisfaction and loyalty. This may include developing customer loyalty programs, providing customer feedback, and responding to customer inquiries. Skill Requirements The Client Relationship role requires excellent communication and interpersonal skills. The ability to listen to clients and understand their needs is essential. The Client Relationship role also requires strong problem-solving and analytical skills, as well as the ability to think strategically and develop effective solutions. Qualifications The Client Relationship role typically requires a Bachelor’s degree in Business, Marketing, or a related field. Experience in customer service or sales is also beneficial. Knowledge The Client Relationship role requires knowledge of customer service principles, sales techniques, and customer relationship management. Knowledge of the industry and the company’s products and services is also beneficial. Experience Experience in customer service or sales is beneficial for the Client Relationship role. Experience in developing customer loyalty programs and responding to customer inquiries is also beneficial. Responsibilities The Client Relationship role is responsible for building and maintaining relationships with clients. This includes providing excellent customer service, understanding the needs of clients, and providing them with the best possible solutions. The Client Relationship role is also responsible for developing and implementing strategies to ensure customer satisfaction and loyalty. This may include developing customer loyalty programs, providing customer feedback, and responding to customer inquiries.