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Client Relationship Manager

3 months ago

Montréal QC, Canada Theron Solutions Full time

RESPONSIBILITIES:

  • Foster a healthy relationship with change by backing the strategic goals of the firm and by supporting organizational transformations
  • Engage in continuous learning and improvement initiatives to improve client (internal & external) experience
  • Provide input and support to the Client Service team on all workflow and centralized team matters
  • Day to Day:
  • Oversee day to day operational activity of a book of accounts, managing and prioritizing account workload to maintain service standards and high-quality outcomes
  • Proactively manage the administration of client accounts from pre-renewal, bind and post bind activities as well as endorsements to achieve quality, compliance and productivity
  • Come forward with questions, challenges and proposed solutions to ensure resources are used to their full potential.

QUALIFICATIONS:

  • Relevant college/university degree
  • Minimum 1 – 3 years total work experience
  • A positive attitude, proactive nature and a comfortable relationship with change
  • Strong problem-solving capabilities
  • Clear and concise oral and written communication skills
  • Excellent organization skills – able to prioritize work to meet deadlines
  • Proficient in Microsoft Office tools (or equivalent) – Outlook, Word and Excel
  • Certificates or licenses as required by jurisdiction
  • Bilingualism (English and French, written and spoken)
  • Broker License, other certification or licenses as required by jurisdictions
  • Demonstrated fulfilment of CIP courses, CIP

EOE : Our client is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at our client are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics