Relationship Associate Jobs

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

Effective time management skills to manage multiple priorities and meet deadlines.

Share your knowledge on relationship dynamics and offer practical solutions to common relationship challenges.

Demonstrate proficiency in effective case management through the use of a CRM system.

Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.

Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.

Excellent verbal and written communication skills.

Effective time management skills to manage multiple priorities and meet deadlines.

Demonstrate proficiency in effective case management through the use of a CRM system.

Engage in ongoing supervision to refine your coaching skills, receive valuable feedback, and continuously improve your effectiveness.

Strong interpersonal skills and the ability to connect with clients, fostering an environment of unconditional positive regard.

Excellent verbal and written communication skills.

Experience supporting clients during traumatic periods of life.

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)

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.

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

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

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.

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:

Management years of experience: Helpful but not necessary

Flexible health and dental insurance benefits package

Working with Sales Branch Manager, responsible for the development, implementation, and execution of relationship strategies, including marketing plans and budgets.

Works in conjunction with the Branch Managers, Territory Managers, and sales team to execute objectives including the identification of new partnerships.

If you feel you have the equivalent skills, please apply*

Minimum Education Level: Post secondary

- Experience working with families/couples

- Preferably also experienced with EFT, CBT, IFS, DBT, Gottman, Differentiation approaches

- Flexible schedule to work remotely from anywhere in the world

- Able to quickly build trustworthy alliances and connections with clients

- Able to commit to at least 6 weekly hours

- Continues learning and developing their craft

Review DRIP plans and coordinating with the Cash Management department and CDS

Coordinate with Corporate Actions and Cash Management team and/or CDS on security conversions and redemptions

Be knowledgeable of all existing products and services to effectively promote and champion all offerings

Strong proficiency with Microsoft Office Suite (Excel, MS Word), Google Suites application, Database Management and other desktop applications

Review of completed Proxy Planners to ensure all requirements and timeline deficiencies are communicated to the issuer or their advisors

Coordinate and advise client and finance of advance funds required for printing and mailings and other applicable services