Client Manager
4 weeks ago
Client Manager (15 Month Term) Join to apply for the Client Manager (15 Month Term) role at People Corporation We are looking for a Client Manager (15 Month Term) to join our team. The Client Manager at BBD provides service and support for internal and external clients. They are responsible for managing and retaining an assigned block of business while maintaining excellent service and positive relationships with all our advisors and clients. They mentor, coach and support the development of the Customer Success team. Responsibilities Achieve client success outcomes through a creative and innovative approach. Manage and retain an assigned block of business in relation to plan design, cost containment initiatives and renewals. Anticipate & recommend solutions and make decisions based on the needs of the client. Gather and utilize client data to assist in identifying client-focused opportunities. Build and maintain the advisor and/or Plan Administrator relationship. Adapt to changing needs of both internal and external clients. Qualifications 2-4 years previous work experience or equivalent in a similar role such as insurance or group benefits or client services. 1-2 years post-secondary in a relevant field of study; training in customer service an asset. Advanced industry and insurance knowledge – GBA Designation an asset. Problem solving and critical thinking skills. Strong relationship builder, collaborator, and communicator. Demonstrated ability to interpret complex contracts. Computer proficiency in MS Office: Word, Excel, and databases. Creative and innovative approach to problem solving with the ability to make decisions and be solutions oriented. Flexibility to adapt to a changing environment. Benefits by Design (BBD) Benefits by Design (BBD), a Division of People Corporation, is a trusted provider of employee benefits solutions for small to medium-sized Canadian businesses. Serving over 4,500 companies and impacting more than 50,000 employees, we specialise in designing, implementing, and maintaining customised benefit plans. Providing an inclusive, accessible environment where all employees and clients feel valued, respected and supported is something we are committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com. Location: Kingston, Ontario, Canada #J-18808-Ljbffr
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Client Manager
2 weeks ago
Eastern Ontario, Canada People Corporation Full timeClient Manager We are looking for a Client Manager to join our team. The Client Manager at BBD provides service and support for internal and external clients. They are responsible for managing and retaining an assigned block of business while maintaining excellent service and positive relationships with all our advisors and clients. They mentor, coach and...
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Manager, Client Advice I
2 weeks ago
Eastern 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. What You’ll Be Doing As a member of the Personal and Business Banking team, you’ll develop and coach a team of client service and financial service professionals, working towards a...
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Client Success
2 weeks ago
Eastern Ontario, Canada People Corporation Full timeA leading benefits solutions provider in Canada seeks a Client Manager to enhance client relationships and drive success outcomes. You will manage a block of business, mentor the Customer Success team, and contribute to innovative solutions for clients. Candidates should have 2-4 years of relevant experience, strong communication skills, and a knack for...
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Client Manager
4 weeks ago
Eastern Ontario, Canada People Corporation Full timeClient Manager (15 Month Term) Join to apply for the Client Manager (15 Month Term) role at People Corporation We are looking for a Client Manager (15 Month Term) to join our team. The Client Manager at BBD provides service and support for internal and external clients. They are responsible for managing and retaining an assigned block of business while...
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CRM - Client Relationship Manager
2 weeks ago
Eastern Ontario, Canada Jacksonswealth Full timeLove a good chat? Can you listen with heart and connect with people and their stories with warmth and kindness? Yes? Then take a look around our website , scroll through our Instagram page and get a feel of who we are and how we work.And…..just because we are really excited about a new Jacksons member, we asked a couple of the team to represent and do a...
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CRM - Client Relationship Manager
3 weeks ago
Eastern Ontario, Canada Jacksonswealth Full timeLove a good chat? Can you listen with heart and connect with people and their stories with warmth and kindness? Yes? Then take a look around our website , scroll through our Instagram page and get a feel of who we are and how we work.And…..just because we are really excited about a new Jacksons member, we asked a couple of the team to represent and do a...
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Private Client Services Associate
2 weeks ago
Eastern Ontario, Canada TD Securities Full timeA financial services company located in Kingston, Ontario, is seeking a PIC Private Client Service Associate to assist with client meetings and documentation. Ideal candidates will possess strong communication skills and a willingness to complete necessary licensing courses within six months. This entry-level full-time role offers opportunities for...
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Eastern Ontario, Canada TD Full timeA leading financial institution in Kingston, Ontario is seeking a PIC Private Client Service Associate. The role involves assisting Portfolio Managers, crafting reports, and providing high-level organization for the branch. Candidates should have strong communication skills and a willingness to complete necessary certifications. This position offers...
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Private Client Secretary
3 weeks ago
Eastern Ontario, Canada The Cornwall Law Society Full time£18,000 – £24,000 a year – Permanent – Full-time – Monday to Friday Full job description CVC Solicitors is a well-established, independent legal firm based in West Cornwall. We are proud to say that we have been helping people with their legal matters for over 200 years and following the merger of Cornish Venning and Chellews in 2007 – we now...
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Private Client Lawyer
4 weeks ago
Eastern Ontario, Canada The Cornwall Law Society Full timeCoodes LLP is one of the leading law firms in Cornwall and Devon and the longest established firm in the region. With growing demand for our services an opportunity has arisen for a Private Client lawyer to join the team which consists of 16 specialist lawyers with a strong support team who advise clients on all aspects of managing their affairs. The...
