- Able to analyze data and provide suitable recommendations based on this analysis
- Possess excellent communication skills for effective presentations, negotiation with clients.
- Hold strong computer knowledge capabilities including database system operations
- Eagerness to learn about complex details explaining them clearly
-
This role sits at the center of our work — ensuring strategies are executed on time, · deliverables are clearly communicated, and teams stay aligned. · ...
Toronto, Ontario3 weeks ago
-
At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. · As a Client Relationship Specialist, · a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboardin ...
Greater Toronto Area2 days ago
-
This position involves ensuring customer satisfaction by providing support, · effective communication utilizing analytical skills delivering exceptional client service daily. · ...
Toronto, Ontario1 month ago
-
This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm. · ...
Greater Toronto Area1 month ago
-
+Position Summary · At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. · ...
Greater Toronto Area2 days ago
-
Supports clients by ensuring smooth onboarding and accurate account administration. · ...
Toronto, Ontario, Canada1 month ago
-
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. · We will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. · Take the lead and we'll ...
Toronto, Ontario3 weeks ago
-
This internship provides the opportunity to develop skills and gain experience in client relationships, research, and analysis. You will work with a diverse team to support the client team with internal and external partnerships. · ...
Toronto, Ontario8 hours ago
-
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. · ...
Toronto, Ontario3 weeks ago
-
This position is responsible for driving new business within an assigned Commercial Account base and prospect territory in the GTA area. By effectively partnering with clients, the Client Relationship Manager will provide effective business solutions through innovative and strate ...
Toronto, Ontario1 week ago
-
This opportunity allows you to join Canada Retirement at Manulife and support client experience retention for our largest corporate clients. · ...
Toronto, ON MW E3 weeks ago
-
We pride ourselves on delivering exceptional client experiences across the U.S. and Canada.As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, · accurate account administrat ...
Toronto $60,000 - $70,000 (CAD)2 days ago
-
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. · We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, ...
Toronto $180,000 - $200,000 (CAD)3 weeks ago
-
Asa Client Relationship Specialist,youwillplayavitalroleinsupportingourclients/team members/custodialpartnersbyensuringsmoothonboarding/accurateaccountadministration/outstandingday-to-day service. · ...
Toronto $60,000 - $70,000 (CAD)1 month ago
-
Are you driven by excellence in client service and passionate about supporting organizations in providing the best possible group benefits experience to their employees? As a Client Relationship Manager, you will play a key role in strengthening client loyalty and ensuring except ...
Toronto $73,000 - $96,000 (CAD)1 week ago
-
+As a Client Relationship Specialist at Cardinal Point Capital Management ULC you will play a vital role in supporting clients team members and custodial partners by ensuring smooth onboarding accurate account administration and outstanding day-to-day service. · + · l_answering i ...
Toronto Full time1 month ago
-
We are looking for a Client Relationships Intern to support our team with research and reporting on client issues, data and trends. · Developing and maintaining positive business relationships ensuring a high degree of customer satisfaction. · Researching and reporting on specifi ...
Toronto $21 - $23 (CAD) Full time1 day ago
-
We pride ourselves on delivering exceptional client experiences across the U.S. and Canada.As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, · accurate account administrat ...
Toronto $60,000 - $70,000 (CAD)2 days ago
-
+ Manage account paperwork for multiple clients and custodians in both US and Canada. · + Coordinate the onboarding of new clients and working with the client service team to collect data from the clients to support the investment needs for clients. · As an employee of Cardinal P ...
Toronto1 month ago
-
This position involves establishing, developing and managing strong relationships with clients in Toronto · Act as the dedicated contact for Toronto-based clients by establishing developing and managing strong value-added relationships · Deliver comprehensive client training on p ...
Toronto $73,000 - $96,000 (CAD) Freelance1 week ago
-
Eaglecom is looking for a highly organized proactive Client Relationship Manager to support and deliver high-impact fundraising programs. · Serve as day-to-day partner for assigned nonprofit clients helping translate strategy into clear next steps. · Build strong trusted relation ...
Toronto3 weeks ago
Key Role in Building Client Relationships - Toronto - beBeeAdvisor
Job title: Financial Advisor
Description
Job Title: Financial Advisor
Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice.
We are seeking an experienced Financial Service Representative who will join our Toronto office to implement sales and marketing strategies, helping grow the clientele base. Key responsibilities include generating leads by building personal relationships, working alongside other advisors, issuers, and the sales team to reach and exceed sales objectives.
About You:
-
Client Relationship Manager
Only for registered members Toronto, Ontario
-
Client Relationship Specialist
Only for registered members Greater Toronto Area
-
Client Relationship Specialist
Only for registered members Toronto, Ontario
-
Client Relationship Specialist
Only for registered members Greater Toronto Area
-
Client Relationship Specialist
Only for registered members Greater Toronto Area
-
Client Relationship Specialist
Only for registered members Toronto, Ontario, Canada
-
Client Relationship Director
Only for registered members Toronto, Ontario
-
Client Relationships Intern
Only for registered members Toronto, Ontario
-
Client Relationship Manager
Only for registered members Toronto, Ontario
-
Client Relationship Manager
Only for registered members Toronto, Ontario
-
Client Relationship Executive
Only for registered members Toronto, ON MW E
-
Client Relationship Specialist
Only for registered members Toronto
-
Client Relationship Director
Only for registered members Toronto
-
Client Relationship Specialist
Only for registered members Toronto
-
Client Relationship Manager
Only for registered members Toronto
-
Client Relationship Specialist
Full time Only for registered members Toronto
-
Client Relationships Intern
Full time Only for registered members Toronto
-
Client Relationship Specialist
Only for registered members Toronto
-
Client Relationship Specialist
Only for registered members Toronto
-
Client Relationship Manager
Freelance Only for registered members Toronto
-
Client Relationship Manager
Only for registered members Toronto