Client Service Analyst
3 days ago
Our client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions as part of a highly integrated team of professionals. This role requires a working knowledge of life insurance products and operations, a strong attention to detail, a sense of urgency, meticulous preparation of reports, and a commitment to service excellenceRESPONSIBILITIES:Acquire a deep understanding of the products we service to provide accurate and timely support.Manage and process a variety of client and internal inquiries to completion, specifically client service requests, preparation of client reports, updates / changes to client information and annual reviews, as it pertains to ultra-high net worth life insurance policies.Prepare insurance reports for our clients and in support of the regular insurance review processes. Update client data (illustrations) in our systems so that our reporting is always impeccably accurateMaintain productivity and service level standards with a high degree of quality and client satisfaction.Apply critical thinking skills to analyze data to identify issues and collaborate with the appropriate people to problem solve and provide solutions.Coordinate, collaborate, communicate, and manage all related activities with internal / external advisors, insurance providers, clients and the client’s legal and financial team, and other internal resources as needed.Aspire to ensure that every client experience is extraordinary by providing ‘white-glove service’.Participate fully in projects and corporate development work to seek improvements in service excellence and efficiency, and to help the growth of the company.QUALIFICATIONS:University or college degree/diploma in a relevant field of study is an asset.A minimum of 2+ years of experience in a customer service role within financial services.Ultra-high net worth insurance experience strongly preferred and is an asset.Strong customer focus and service orientation.Sound problem solving and decision-making and critical thinking skills.Strong Microsoft Excel skills to prepare and customize client insurance reports.Adaptability and flexibility – a self-starter, able to multi-task and coordinate own work to deliver on several items in parallel.Ability to work effectively and meet deadlines in an environment with complexities.Strong written and verbal communication skills – pleasant demeanor, ability to work with multiple personalities and provide written communication with a high attention to detail and quality.TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.
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Client Service Analyst
6 days ago
Toronto, ON, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Service Analyst
6 days ago
Toronto, ON, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Services Analyst
1 week ago
Toronto, Ontario, Canada beBee Professionals Full timeBeBee Professionals is looking for a Client Services Analyst to join our team in Toronto. The successful candidate will be responsible for providing technical support to our clients, ensuring that their needs are met in a timely and efficient manner.The ideal candidate should have a Bachelor's degree in Computer Science or a related field, as well as a...
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Client Service Analyst
6 days ago
Toronto, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and un
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Client Service Analyst, Tech Services
1 week ago
Toronto, ON, Canada PHD Group Canada Full timeCompany Overview Omnicom Media Group’s programmatic team (OMG Programmatic, aka Accuen Canada) delivers market-leading programmatic media technologies and solutions to Omnicom clients all over the globe. Our wide range of products and services include, programmatic media buying for display, video, mobile, social, and emerging channels, audience...
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Remote Client Services Analyst
2 months ago
Ottawa, ON, Canada 2i Solutions, Inc Full timeWe have an excellent 1 year contract opportunity for an Intermediate Service Analyst in Ottawa. Work would be done remotely until the pandemic situation normalizes. Reliability level Federal Security clearance is mandatory • 3+ years of strong experience as Support Analyst • Solid knowledge and experience with personal computer hardware and...
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Client Service Analyst
3 weeks ago
Toronto, Canada Advantage Group International Full time**Our History and Mission**: Thirty years ago, in Toronto, Canada, Founder Ron Pirie championed the belief that businesses work better together when they commit to actively listening and responding to each other’s feedback. From humble beginnings and a staunch and universal belief that stronger collaboration leads to better business results in any market...
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Analyst, Client Services
1 month ago
Toronto, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Analyst, Client Services
2 days ago
Toronto, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Service Analyst
3 weeks ago
Toronto, Canada Citi Full timeThe Client Service Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Client Service Analyst
7 days ago
Toronto, Ontario, Canada Advantage Group International Full timeOur History and Mission:Thirty years ago, in Toronto, Canada, Founder Ron Pirie championed the belief that businesses work better together when they commit to actively listening and responding to each other's feedback.From humble beginnings and a staunch and universal belief that stronger collaboration leads to better business results in any market and any...
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Analyst, Client Services
1 week ago
Toronto, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
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Client Service Analyst
7 days ago
Toronto, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Service Analyst
6 days ago
Toronto, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Service Analyst
6 days ago
Toronto, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Service Analyst
7 days ago
Toronto, Ontario, Ontario, Canada TDS Personnel Full timeOur client within wealth management requires a Client Service Analyst to join their team. This highly collaborative role will be part of the Client Care services team that delivers an exceptional client service experience to their portfolio of clients. The individual in this role will oversee and undertake a wide range of client service and support functions...
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Client Success Analyst
2 weeks ago
Toronto, Canada Club Coffee LP Full time**Client Success Analyst** **Department**:Sales **Reports to**:Manager, Client Success **Profile Summary**: - The Client Success Analyst ensures the highest levels of service and experience possible for the Clients of Club Coffee. Client Success is responsible for the intake and processing of all orders (EDI or manual entry), logistics and...
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Client Finance Analyst
2 months ago
Toronto, Canada GroupM Full time**ABOUT GROUPM**: GroupM is the world’s leading media investment company responsible for more than $63B in annual media investment through agencies Mindshare, MediaCom, Wavemaker, Essence and m/SIX, as well as the outcomes-driven programmatic audience company, Xaxis. GroupM’s portfolio includes Data & Technology, Investment, and Services, all united in...
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Client Business Analyst
2 days ago
Toronto, ON, Canada Mosaic North America Full timeHave a background in building reports? Looking for a job with career progression opportunities? Have a desire to be innovative with your tech skills? If yes, we’d love to have you join our team! The Client Business Analyst is responsible for the operational support of a client, including responsibility for reporting, data collection, survey setup, and...
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Client Business Analyst
1 week ago
Toronto, ON, Canada Mosaic North America Full timeHave a background in building reports? Looking for a job with career progression opportunities? Have a desire to be innovative with your tech skills? If yes, we’d love to have you join our team! The Client Business Analyst is responsible for the operational support of a client, including responsibility for reporting, data collection, survey setup, and...
