Associate Client Manager

2 weeks ago

Toronto, Canada LifeWorks Full time

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

As the Associate Client Manager you will lead a team with 3 to 5 clients and ensure successful day to day operations and client satisfaction.

**Responsibilities**:

- Ensures all day to day activities are completed by the team.
- Ensures all year end activities are completed such as tax slips, statements and other reporting
- Provides regular and ad hoc reports for clients.
- Receives and responds to client inquiries and requests.
- Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
- Ensures all audit and reconciliations are completed on a monthly basis.
- Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
- Attends internal training sessions to build knowledge of industry topics and trends.
- Ensures that quality control and service standards are attained with every transaction performed by the team.
- Understands the client’s perspective and priorities.
- Acts as a back-up, responding to in-bound calls from members and clients.
- Participates on special projects as required.

Succeeding as an Associate Client Manager will require the following core qualifications and skills:

- Excellent written and oral communication skills
- Knowledge of CAP Plans
- 3 to 5 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
- Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
- Excellent time management skills, and the ability to manage multiple assignments.
- Ability to motivate and engage team members.
- Great training and leaderships skills
- Excel and MS word skills
- Excellent presentation skills

Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.

.

  • Associate Client Manager

    3 days ago

    Toronto, Canada Willis Towers Watson Full time

    Associate Client Manager - Toronto, CA June 12, 2023 **The Role** - Collaborate with the Client Manager, Producer/Client Executive and Placement to document internal and external strategy meetings - Coordinate and support all day-to-day client service and consultation - Collaborate with Client Manager, Producer/Client Executive and other appropriate...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    24 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Client Relations Associate

    2 days ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    2 days ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    2 days ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Relations Associate

    1 day ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Associate Client Manager

    4 weeks ago

    Toronto, Canada NielsenIQ Full time

    **Job Description**: The Associate Client Manager - Retail Analytics will be a key contributor to the sales function at NielsenIQ. This individual will support the qualification and tracking of leads and sales opportunities across NielsenIQ’s North American retail clients. With a focus on pipeline growth and management, you will play a crucial role in...

  • Client Relations Associate

    1 day ago

    Toronto, Ontario, Ontario, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Client Success Associate

    4 days ago

    Toronto, Canada DentistFind Full time

    **ROLE DESCRIPTION** A **_Client Success Associate _**is responsible for providing administrative support to the Sales & Client Success Team. Will be in charge of organizing and attending meetings and monitoring calendars. In addition, S/he will be asked to do internet research, manage other administrative responsibilities, customer service, and assist the...

  • Client Management Associate

    4 weeks ago

    Toronto, Canada StoneX Group Full time

    Overview: The StoneX Payments business provides large, international institutional clients with access to bespoke FX and cross-border payment services in 140 local currencies and 180 countries. The StoneX Payments team is in search of a business development manager to expand its coverage of customers in the North America region. This role will examine and...

  • Associate Client Manager

    4 weeks ago

    Toronto, Canada WTW Full time

    **The Role** - Collaborate with the Client Manager, Producer/Client Executive and Placement to document internal and external strategy meetings - Coordinate and support all day-to-day client service and consultation - Collaborate with Client Manager, Producer/Client Executive and other appropriate resources to draft fee agreement(s) as applicable - Draft...

  • Private Client Associate

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Client Associate

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Client Associate

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Account Manager, Associations

    4 weeks ago

    Toronto, Canada Redstone Agency Full time

    **_What does the opportunity include? _** - **Join a world-class team with a corporate culture like no other! **People are our priority. We want you to bring your whole self to work each day. - **Learn and advance within a rapidly growing agency!** We value career growth and development by investing in you. - **You will have a lot of responsibility and be...

  • Associate, Client Experience

    3 weeks ago

    Toronto, ON, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...

  • Associate, Client Experience

    4 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...

  • Associate, Client Experience

    3 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...