Client Relationship Specialist
7 days ago
Job Title: Client Relationship Specialist
About Us:
Infotree Global Solutions is a leading provider of brokerage administration support services, renowned for its exceptional customer service and dedication to client satisfaction.
Salary: $80,000 - $100,000 per year
About the Role:
We are seeking a highly motivated and results-driven Client Relationship Specialist to join our Mid-Office Service Team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring they receive exceptional service and support.
Your Key Responsibilities Will Include:
- Coordinating efforts with internal departments and divisions to meet client needs;
- Ensuring prompt and thorough resolution of client issues;
- Reviewing and approving administrative items, such as De-registrations, Bank Transfers, Foreign Exchanges, and Internal Account Transfers;
- Liaising with operational areas to ensure tasks are completed in a proactive and timely manner;
- Providing guidance on policies, procedures, and training that impact client business;
- Representing the company professionally at client meetings and business functions.
Qualifications and Requirements:
- University degree with a minimum of two years in a brokerage or service role;
- Candidate Securities Course (CSC) certification is mandatory;
- Conduct and Practices Handbook (CPH) certification is an asset;
- Possession of knowledge of the structure, procedures, and systems utilized within the industry;
- Knowledge of regulatory and legal aspects of the industry;
- Familiarity with Microsoft Office;
- Ability to work independently and collaboratively within a team environment;
- Strong interpersonal and communication skills.
Why Join Our Team:
We offer a dynamic and supportive work environment, competitive salary, and opportunities for professional growth and development. If you are a motivated and enthusiastic individual who is passionate about delivering exceptional client service, we encourage you to apply.
-
Client Relationship Specialist
2 weeks ago
Toronto, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our Client Account Management Department. As a Credit Counsellor, you will play a vital role in making a real difference for our clients by connecting with them and discussing repayment options to potentially resolve outstanding debts.You will be responsible for ensuring...
-
Client Relationship Specialist
1 week ago
Old Toronto, Canada TD Bank Full timeOverviewTD Bank, a leading financial institution, seeks a skilled Client Relationship Specialist to provide exceptional client service and support. This role is an excellent opportunity for individuals who thrive in fast-paced environments and are passionate about delivering legendary customer experiences.About the RoleThis position will be responsible for...
-
Procurement Specialist and Client Relationship
5 months ago
Toronto, Canada Royal Fountain Healthcare Services Inc Full time**Company description** Royal Fountain Healthcare Services Inc (RFHS) offers quality healthcare staffing services that matches the qualified professionals to clients and organizations in Ontario. **Perks of joining the RFHS team**: - **Compensation **-Competitive wage - **Career Development **-Professional development & training, lunch & learn sessions -...
-
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled Business Development and Client Relationship Specialist to join our team at The Toronto-Dominion Bank (Canada). This is an exciting opportunity to work in a dynamic environment where you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities,...
-
Relationship Banker
5 days ago
Toronto, Ontario, Canada RBC Full timeWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.As a Relationship Banker - Client Experience...
-
Service Relationship Specialist
6 months ago
Toronto, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Client Relationship Manager
1 week ago
Old Toronto, Canada T&Pm Full timeT&Pm is a global creative agency that connects talent and tech to drive growth for brands. With over $1.2 billion in billings globally, we offer a full-service marketing solution across four continents with 45 offices.We believe in harnessing AI to deliver enhanced outcomes for clients. Our teams blend creative, media, experience, and technology specialists...
-
Account Relationship Specialist
1 month ago
Toronto, Ontario, Canada Pinnacle Infotech Inc Full timeAbout the PositionAt Pinnacle Infotech Inc, we are seeking a highly skilled Account Relationship Specialist to join our expanding team. The successful candidate will be responsible for nurturing relationships with our valued clients to optimize business opportunities, satisfaction, and retention.Prior experience in a global work environment and excellent...
-
Client Relationship Manager
6 months ago
Toronto, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Client Relationships, Lead
5 months ago
Toronto, Canada Interac Corp. Full timeClient Relationships, Lead At Interac, we design and deliver products and solutions that give Canadians control over their money so they can get more out of life. But that’s not all. Whether we’re leading real-time money movement, driving innovative commerce solutions like open payments for transit systems, or making advancements in new areas like...
-
Head, Client Relationships
3 months ago
Toronto, Canada Interac Corp. Full timeHead, Client Relationships At Interac, we design and deliver products and solutions that give Canadians control over their money so they can get more out of life. But that’s not all. Whether we’re leading real-time money movement, driving innovative commerce solutions like open payments for transit systems, or making advancements in new areas like...
-
Client Relationship Manager
2 months ago
Toronto, Canada Aviva Full timeIndividually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. The Client Relationship Manager’s (CRM) primary purpose is to drive and deploy all aspects of the Client Relationship Management function at Aviva Global Corporate & Specialty...
-
Client Relationship Manager
6 months ago
Toronto, Canada Park place properties Full timeJob Overview: **Responsibilities**: - Serve as the primary communication liaison between property owners and our management team. - Provide timely and informative updates to property owners about their property status, guest feedback, and booking rates. - Handle inquiries and concerns from property owners with prompt professionalism. - Collaborate with...
-
Client Relationship Manager
3 weeks ago
Toronto, Ontario, Canada State Street Full timeAbout the RoleState Street is seeking an experienced Client Relationship Manager to join our team in this key role. As a Client Relationship Manager, you will be responsible for managing clients of different sizes and supporting Vice Presidents or Senior Vice Presidents with the larger/more complex relationships within the business unit.Key...
-
Investment Relationship Specialist
4 weeks ago
Toronto, Ontario, Canada Skyline Group of Companies Full timeUnlock Your Potential as a Private Equity Relationship ManagerWe are seeking an ambitious and driven Investment Relationship Specialist to join our team at Skyline Group of Companies. This is an exceptional opportunity to leverage your expertise in relationship management, sales, and finance to drive business growth and create meaningful value for our...
-
Client Relationship Analyst, Client Solutions
3 months ago
Toronto, Canada Connor, Clark & Lunn Financial Group Full time**Client Relationship Analyst, Client Solutions** **Connor, Clark & Lunn Investment Management Ltd.** **Toronto, ON** We are an award-winning client service team, responsible for managing all aspects of the firm’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where...
-
Client Relationship Manager
4 weeks ago
Toronto, Ontario, Canada Capital Economics Ltd Full timeKey ResponsibilitiesAs a Client Relationship Manager at Capital Economics Ltd, you will be responsible for managing a portfolio of Investment Financial Services accounts, building strong relationships with clients, and identifying growth opportunities to deliver strong retention and subscription renewal.Primary Areas of ResponsibilityManage a portfolio of up...
-
Client Relationships Analyst
4 weeks ago
Old Toronto, Canada Interac Full timeJob SummaryThe Client Relationships Intern will support the Client team with both internal and external partnerships, helping develop an understanding of the payments industry and Interac's product offerings.This role will involve research and reporting on specific client issues, client data, and trends, as well as assisting in the development of actionable...
-
Relationship Banking Specialist
3 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeAbout the OpportunityWe're seeking a highly skilled client-focused banking professional to join our team as a Relationship Banking Specialist. In this role, you'll be responsible for building and maintaining strong relationships with our clients, providing personalized banking solutions to meet their unique needs.Key ResponsibilitiesConsistently demonstrate...
-
Client Relationships, Lead
1 month ago
Old Toronto, Canada Interac Corp. Full timeClient Relationships (Payment Acquirers), Lead page is loaded Client Relationships (Payment Acquirers), Lead Apply locations Toronto time type Full time posted on Posted 9 Days Ago job requisition id REQ-1245 Client Relationships (Payment Acquirers), Lead At Interac , we design and deliver products and solutions...