Client Relationship Professional
2 weeks ago
At Equitable Life of Canada, we believe that our employees are the key to our growth and success. We offer a collaborative work environment where you can grow and reach your full potential.
About the OpportunityWe are currently seeking a skilled Client Relationship Specialist to support our Eastern region. This is an excellent opportunity for someone with a proven track record of building and maintaining relationships to make a significant contribution to our team.
Job DescriptionThe successful candidate will use their outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators. Key responsibilities include:
- Managing the installation of new business by working with policyholders, advisors, and head office staff
- Providing support to our Group Account Executives
- Processing complex amendments and specialized employee notices
In addition to these responsibilities, the ideal candidate will also:
- Co-ordinate and maintain high levels of policyholder service, which includes developing and maintaining relationships with group plan administrators
- Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtually
- Delivering employee benefit presentations
- Responding to inquiries from policyholders, certificate holders, advisors, and head office staff on complex administrative or escalated claim situations
To be successful in this role, the candidate must have:
- 3+ years of prior experience with group, life, and health products (preferable)
- A valid driver's license required
- Ability to travel occasionally
We offer a competitive salary, including estimated annual salary: $65,000 - $85,000 based on location and experience, plus benefits, including:
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company's pension program with employer matching
-
Client Relationship Specialist
1 month ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeJob Summary:We are seeking a skilled Client Relationship Specialist to join our team at Equitable Life of Canada. In this role, you will be responsible for managing the installation of new business, providing support to our Group Account Executives, and processing complex amendments and employee notices.Key Responsibilities:Manage the installation of new...
-
Senior Financial Professional
3 weeks ago
Waterloo, Ontario, Canada Elby Professional Recruitment Inc Full timeAccounting Expertise in Public AccountingElby Professional Recruitment Inc is seeking a skilled Senior Accountant to join their team in Waterloo. This is a fantastic opportunity for a professional looking to work in a well-established Public Accounting firm with a great reputation and long-term employees. In this role, you will gain a wide variety of...
-
Senior Financial Professional
1 month ago
Waterloo, Ontario, Canada Elby Professional Recruitment Inc Full timeAccounting and Tax ExpertiseWe are seeking a highly skilled Senior Accountant to join our team at Elby Professional Recruitment Inc. This is a fantastic opportunity for a Public Accounting professional to work with a well-established firm in Waterloo, offering a wide range of experience across various industries.Key Responsibilities:Preparation of personal...
-
Waterloo, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the Role:We are seeking a skilled and experienced Corporate Group Benefits Client Relationship Manager to join our team. As a key member of our sales and service organization, you will be responsible for building and maintaining strong relationships with existing clients, as well as identifying and pursuing new business opportunities in the corporate...
-
Client Service Professional
2 weeks ago
Waterloo, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeOverviewThe Toronto-Dominion Bank (Canada) is a leading financial institution offering a wide range of capital markets products and services to corporate, government, and institutional clients.We are committed to delivering value for our clients through innovation, execution, and experience. Our team of over 6,500 professionals operates out of 40 cities...
-
Relationship Building Specialist
4 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeJob Title: Client Relationship SpecialistJob Summary:We are seeking a highly skilled Client Relationship Specialist to support the Eastern region at Equitable Life of Canada. As a key member of our team, you will use your exceptional customer service and communication skills to manage the installation of new business and maintain strong relationships with...
-
Client Support Professional
1 month ago
Waterloo, Ontario, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a highly skilled Customer Service Representative to join our team at beBee Professionals in Waterloo, Canada. In this role, you will be responsible for providing exceptional service to our customers, handling their inquiries, and resolving any issues they may encounter.Key Responsibilities:Handle customer inquiries via phone, email, and...
-
Waterloo, Ontario, Canada Elby Professional Recruitment Inc Full timeElby Professional Recruitment Inc. is seeking an experienced Executive Administration Assistant to support the President and owner of a successful financial planning client in Kitchener.About the RoleThis is a fantastic opportunity to work with a great company, providing administrative support in various functions pertaining to financial planning.Key...
-
Administrative Professional
2 weeks ago
Waterloo, Ontario, Canada Elby Professional Recruitment Inc Full timeCompany Overview: Our client, a successful financial planning firm in Kitchener, is seeking an experienced Executive Administration Assistant to provide administrative support to the President and owner.About the Role:We are offering a competitive salary of $55,000 - $65,000 per year, commensurate with experience.This role will involve coordinating events...
-
Technical Sales Professional
2 weeks ago
Waterloo, Ontario, Canada HY PRECISION MANUFACTURING Full timeJob SummaryWe are seeking a highly skilled Technical Sales Specialist to join our team at HY Precision Manufacturing. As a key member of our sales team, you will play a critical role in driving revenue growth and delivering exceptional client satisfaction.About the RoleThe successful candidate will be responsible for estimating and quoting prices, preparing...
-
Lead Auditor, Assurance Professional
2 weeks ago
Waterloo, Ontario, Canada BDO Full timeBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.In turn, we offer an award-winning environment that fosters personal and professional growth for our team members. Our Kitchener-Waterloo office is...
-
Executive Director, Client Services
2 weeks ago
Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeJob OverviewWe are seeking an experienced Executive Director, Client Services to join our team at the Ontario Teachers Insurance Plan (OTIP). In this role, you will be responsible for leading a team of dedicated professionals in providing exceptional service to our clients.About the RoleThis is a senior leadership position that requires strong business...
-
Senior Client Service Director
2 weeks ago
Waterloo, Ontario, Canada Equitable Life of Canada Full timeAbout the RoleAs a Senior Client Service Director, you will be responsible for ensuring our regional office service staff are operating at full capacity while maintaining a strong client focus.The OpportunityThis is a permanent full-time position reporting to the AVP, Group Underwriting in the Group Underwriting department.Main Responsibilities:Maximize...
-
Senior Tax Professional
2 weeks ago
Waterloo, Ontario, Canada Baker Tilly Full timeBaker Tilly WM LLP is a leading midsize accounting and advisory firm with offices in Vancouver and Toronto. As a respected name in the industry, we provide value-added audit, tax, and advisory solutions that support local businesses.We cater to a broad range of clients, including large, publicly traded companies, emerging businesses, and owner-managed...
-
Financial Services Professional
1 month ago
Waterloo, Ontario, Canada Scotiabank Full timeRequisition ID: 209574At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you'll play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build a secure future.About the RoleKey Responsibilities:• Develop and maintain strong...
-
Financial Services Professional
2 weeks ago
Waterloo, Ontario, Canada BDO Full timeAbout the RoleBDO is a leading firm that prioritizes building positive relationships with our people and clients.We are seeking a Senior Accountant to join our Assurance team in Kitchener-Waterloo, focusing on audits, financial statements, and client relationships.
-
Client Relations Expert
2 weeks ago
Waterloo, Ontario, Canada Ontario Teachers Insurance Plan (OTIP) Full timeJob SummaryWe are seeking an experienced Client Relations Expert to join our team at the Ontario Teachers Insurance Plan (OTIP). As a key member of our leadership team, you will be responsible for fostering and maintaining strong relationships with clients, stakeholders, and partners.About YouThe ideal candidate will have a post-secondary education in...
-
Client Support Coordinator
1 month ago
Waterloo, Ontario, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a Client Support Coordinator to join our team at beBee Professionals in Waterloo, Canada. In this role, you will work closely with clients to provide essential care and support, enhancing their daily living activities and promoting independence.Key Responsibilities:Assist clients with personal care, including bathing, dressing, and...
-
Waterloo, Ontario, Canada BDO Full timeAbout UsBDO Canada is a leading accounting firm that prioritizes its clients' needs and provides exceptional service. We foster a positive work environment that encourages growth and development.Your OpportunityWe are seeking an Intermediate Accountant to join our Assurance team. In this role, you will be responsible for:Preparing year-end engagements and...
-
Insurance Sales Professional
2 weeks ago
Waterloo, Ontario, Canada Orbit Insurance Services Full timeJob DescriptionThis role involves identifying customer needs, building relationships, and selling insurance products. Reporting to the Sales Manager, you will be responsible for developing contact plans, introducing new products, quoting, and marketing personal insurance business.The core responsibilities of this position include:Sales and Relationship...