Client Relationship Executive

3 months ago


Mississauga, Ontario, Canada Knurling Dental Inc. Full time
Job Overview

We are seeking a dedicated Client Relationship Executive to join our team at Knurling Dental Inc. This role is essential in fostering strong connections with our clients and ensuring their financial needs are met effectively.

Employment Details
  • Employment Duration: Permanent
  • Working Language: English
  • Work Hours: 40 hours per week
Qualifications

Education: A Bachelor's degree is required.

Experience Requirements

Candidates should possess between 2 to 3 years of relevant experience in financial services.

Key Responsibilities
  • Evaluate clients' financial documentation to provide tailored advice.
  • Offer strategic recommendations regarding cash flow management, insurance options, investment strategies, and retirement planning.
  • Facilitate the sale of financial products and investment opportunities.
  • Support the planning and execution of financial audits.
Technical Skills

Proficiency in QuickBooks and MS Office is essential.

Work Environment

The role is set in a fast-paced, private sector environment, requiring the ability to work under pressure and meet tight deadlines.

Personal Attributes

Successful candidates will demonstrate:

  • Attention to detail
  • Dependability and initiative
  • Strong interpersonal and communication skills
  • Organizational abilities and teamwork
  • Analytical thinking and leadership qualities
Benefits
  • Health Benefits: Comprehensive dental and healthcare plans, along with vision care.
  • Financial Benefits: Group insurance coverage.
  • Additional Perks: Free parking, employer-sponsored training, and on-site amenities.
Inclusivity Initiatives

Knurling Dental Inc. is committed to supporting newcomers, youth, Indigenous people, mature workers, and visible minorities through various programs aimed at fostering a diverse and inclusive workplace.



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