Client Solutions Analyst Jobs in Morris, Manitoba

Strong communication and project management skills, driving collaboration and sharing across a dispersed set of stakeholders.

Strong client service skills, delivering consultative recommendations and being a reliable and responsive communicator.

Develop solutions grounded in achieving measurable business results for clients to ultimately grow the existing partnership.

Analyze data and insights to guide strategy and implementation of solutions.

Guide media and creative strategy, planning and implementation of campaigns to deliver against key performance indicators.

Outline and oversee measurement strategy, tracking, and results delivery.

BrandActive offers a competitive compensation package including a comprehensive benefits plan. Salary commensurate with experience and education.

Contribute to the development and evolution of BrandActive’s service offerings;

An excellent communicator with strong presentation skills (e.g., in-person or in virtual environments);

Contribute to setting business development targets and own the corresponding action plans to achieve these outcomes;

Meet or exceed firm targets for new client development, both at an individual as well as team level;

Create and lead discovery meetings and credentials presentations;

Acquire in-depth knowledge of market requirements in global markets and uses this knowledge to educate clients and manage expectations.

Bachelor’s degree or the equivalent combination of education and experience is required.

Responsible for maintaining and updating existing documentation for a change in circumstance and change in market requirements events.

3-5 years of total work experience is preferred.

Experience in brokerage processing is preferred.

Applicable local/regional licenses or certifications as required by the business.

Participate in regularly scheduled meetings with Business, IT and Operations stakeholders, coordinated with Account Management and/or directly over time.

University education in technology and/or Finance

Work with clients to demonstrate ways in which BR capabilities can be leveraged to create value

Look for opportunities to expand BR product offerings and bottom line with value-add solutions.

5-10 years working in a development environment understanding how to translate client requirements into Business requirement documents

Solid knowledge of Microsoft products

A year of professional work experience required.

Set up and maintain client files

Process new business and renewals

Invoicing, binders and cover letters

Prepare presentations, insurance submissions, certificates of insurance, pink liability insurance slips and check policy documents for accuracy.

Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents.

Prior experience in investment analysis / modelling - preferably within financial services or asset management

Develop a deep understanding of the drivers of success within assigned product segment and articulate these effectively to senior management

University degree or equivalent work experience

Strong knowledge of investment products and services

Excellent oral and written communication skills

Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.)

4+ years working in the field of digital analytics in an advertising agency or management consultancy

Basic knowledge of cloud computing concepts and experience in Google Cloud

Highly analytical. Strong numerical skills and attention to detail

Intermediate HTML, CSS, and JavaScript experience

Experience in server-side tagging and GA4 implementation

Understanding of data warehousing and ETL techniques (preferably through Adverity)

Strong attention to detail, organizational and time management skills

Post-secondary education in accounting, business and/or financial administration is preferred

Minimum 1 years' customer service or call center experience required

Experience in the financial services industry

Strong analytical and problem-solving skills

Fluent communication skills in English are required and bilingual skills in French are an asset

Strong organization and planning skills; able to manage multiple projects simultaneously

Conduct analysis, design and documentation of both system and business requirements for application enhancements/projects.

Conduct requirement sessions with business and system teams.

Post-secondary degree or diploma or equivalent experience

3–4 years experience performing systems or business analysis

A structured approach to analysis and problem solving, with keen attention to detail and concise communication skills

Must excel in a fast-paced environment where critical thinking and time management skills are required for success

Manage incoming support cases by prioritizing based on severity and or re-route to other departments as required

Maintain knowledge articles for publishing on the support portal for customers to find frequently asked questions

Degree, or Post-Secondary Education -Information Technology, or related technical field preferred

Experience in a technical support position an asset

Provide timely and world class customer support to users via multiple channels

Superior time management, organizational, and multi-tasking skills

Liaise with RBC DS management and advisory teams to facilitate client transitioning

2 years or more of professional experience within the financial services industry

A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation

Ability to work from home 50% of the time

Reach out to clients and engage in deep discovery discussions

1-2 years of project management experience

Intermediate statistical analysis skills; experience with SPSS, Python, R, or other stats software

Remain fully informed on market trends, other parties research and implement best practices with a willingness to evolve and grow skillset

3-5 years of related work experience

Intermediate (advanced is ideal, not required) Microsoft Excel or Google Sheets skills including formulas, pivot tables, V-look-up

Intermediate PowerBI or Tableau skills; other data visualization platform skills a plus

Supporting the data warehouse in identifying and revising reporting requirements.

Work experience as a data analyst or in a related field.

Ability to translate business requirements into non-technical, lay terms.

High-level experience in methodologies and processes for managing large-scale databases.

Managing master data, including creation, updates, and deletion.

Managing users and user roles.

Ability to manage multiple tasks in a fast paced environment

Strong communication skill (in writing and in person)

Responsible to create Voice connectivity orders for Ontario and Quebec

Responsible for the quality and precision of all types of orders

Ensure the delivery on time of the provisioning requests

Treat unusual and complex situations

Team player, good time-management, organizational skills and ability to work independently.

Ensures to sustain job performance standards and goals set through the performance management process.

Good analytical skills with excellent troubleshooting abilities.

Design, test, and document Enterprise networks to deliver solutions that meet business requirements.

Qualified to execute job role accountabilities working independently on most aspects of work.

Self-directed in dealing with customers, updates customers on upcoming events, issues or planned changes to product and service offerings.

Client Onboarding, KYC/DCC, stakeholder management

· Salesforce platform management: dashboards, content, tracking, closings and pipeline, and contacts

· Intellectual agility and well-honed organizational skills with the ability to manage multiple projects to tight deadlines

· Key contact for day-to-day client queries; manages prospective and existing clients’ requests for information

· Demonstrated analytical and quantitative skills and the ability to interpret information from complex documents

· Advanced abilities in Microsoft Office (Word, PowerPoint, Excel)

Must excel in a fast-paced environment where critical thinking and time management skills are required for success

Manage incoming support cases by prioritizing based on severity and or re-route to other departments as required

Maintain knowledge articles for publishing on the support portal for customers to find frequently asked questions

Degree, or Post-Secondary Education -Information Technology, or related technical field preferred

Experience in a technical support position an asset

Provide timely and world class customer support to users via multiple channels

Certification en conception centrée sur la personne ou en réflexion conceptuelle (un atout)

Appliquer les principes et les connaissances relatives ayant trait aux solutions centrées sur le client à l’offre de produits.

Gérer une équipe de professionnels de la réflexion conceptuelle en plus de fixer les priorités et les objectifs.

Capacité à communiquer avec assurance, solides habiletés interpersonnelles et compétences en matière de facilitation

Pensée stratégique et capacité de résoudre des problèmes opérationnels complexes

Facilité à établir des relations et capacité de collaborer avec les autres

Consistently acting to upgrade insurance market knowledge, keeping abreast of new products and policy changes.

Being solution oriented has always allowed you to offer clients the most resourceful and innovative solutions.

5+ years of Commercial Insurance Brokering experience required.

Experience within specific insurance verticals (i.e. Manufacturing, Hospitality, Construction, Realty, Transportation etc.) strongly preferred.

CAIB, CIP, CRM or other relevant certifications/designations highly valued.

Knowledge of EPIC considered an asset.

Experience working within a team environment (marketing preferred), preferably in a business-to-business customer environment.

Bilingual and/or knowledge of print production and substrates is an asset.

Proficient in Microsoft Word, PowerPoint, Outlook, Access, Teams. Experience in Adobe Creative Suite an asset. Valid driver's license required.

Self-starter, proactive, task oriented with the ability to manage multiple initiatives.

Analyze the key market drivers for the Lighting Solutions Retail business through market surveys, voice of customer activities and macro-economic data.

Measure the effectiveness of promotional activities, provide recommendations for expanded or new opportunities and coordinate on implementation of changes.

The combination of skills, experience and education will be considered in lieu of a Master’s degree.

Effective interpersonal skills to interact with other CDIC departments, other financial safety-net players, member institutions and other key stakeholders.

Undertake research and analysis as required to support the ongoing application and assessment of the deposit insurance framework.

Provide trust deposits subject matter expertise to support CDIC resolution actions.

Participate in discussions with key external stakeholders and develop documentation and other materials to support these discussions.

Assist in the development of operational solutions that could be implemented by CDIC or by stakeholders directly.