Current jobs related to Client Service Liaison, Community Outreach Specialist - Cambridge, Ontario - Cowan Insurance Group

  • Deafblind Community Specialist

    2 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    Job Title: Deafblind Community SpecialistWe are seeking a highly skilled and compassionate Deafblind Community Specialist to join our team at CNIB Deafblind Community Services. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind to maximize their independence and engagement with the world around them.Key...

  • Deafblind Community Specialist

    2 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    Job Title: Specialist, Intervenor for the Deafblind CommunityAbout the Role:CNIB Deafblind Community Services is seeking a highly skilled and compassionate Specialist, Intervenor to join our team. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind to maximize their independence and engagement with the world...

  • Deafblind Community Specialist

    3 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    About the RoleCNIB Deafblind Community Services is seeking a highly skilled and compassionate Specialist, Intervenor to join our team. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind, enabling them to maximize their independence and engagement with the world around them.Key ResponsibilitiesProvide...

  • Deafblind Community Specialist

    3 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    About the RoleCNIB Deafblind Community Services is seeking a highly skilled and compassionate Specialist, Intervenor to join our team. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind, enabling them to maximize their independence and engagement with the world around them.Key ResponsibilitiesProvide...

  • Deafblind Community Specialist

    2 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    About the Role:CNIB Deafblind Community Services is seeking a highly skilled and compassionate Specialist, Intervenor to join our team. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind to maximize their independence and engagement with the world around them.Key Responsibilities:Provide one-on-one service and...

  • Specialist Intervenor

    3 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    Job Title: Specialist IntervenorAt CNIB Deafblind Community Services, we are committed to providing exceptional support to individuals who are Deafblind. We are seeking a highly skilled and compassionate Specialist Intervenor to join our team.Job Summary:The Specialist Intervenor will provide one-on-one support and assistance to individuals who are...

  • Deafblind Community Specialist

    2 weeks ago

    Cambridge, Ontario, Canada CNIB Deafblind Community Services Full time

    About the Role:CNIB Deafblind Community Services is seeking a highly skilled and compassionate Specialist, Intervenor to join our team. As a Specialist, Intervenor, you will play a vital role in supporting individuals who are Deafblind to maximize their independence and engagement with the world around them.Key Responsibilities:Provide one-on-one service and...

  • Revenue Recovery Specialist

    3 weeks ago

    Cambridge, Ontario, Canada Lone Wolf Real Estate Technologies Inc Full time

    Job Title: Revenue Recovery SpecialistAt Lone Wolf Real Estate Technologies Inc, we are seeking a highly skilled Revenue Recovery Specialist to join our team. As a key member of our revenue recovery team, you will be responsible for tracking and managing suspended accounts, performing daily client outreach to resolve declined payments, and preparing and...

  • Revenue Recovery Specialist

    3 weeks ago

    Cambridge, Ontario, Canada Lone Wolf Real Estate Technologies Inc Full time

    Job Title: Revenue Recovery SpecialistAt Lone Wolf Real Estate Technologies Inc, we are seeking a highly skilled Revenue Recovery Specialist to join our team. As a key member of our revenue recovery team, you will be responsible for tracking and managing suspended accounts, performing daily client outreach to resolve declined payments, and preparing and...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator Job Description At beBee Professionals, we are seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. Key Responsibilities: * Develop and maintain strong relationships with clients * Respond to customer inquiries and resolve issues...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator Job Description At beBee Professionals, we are seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. Key Responsibilities: * Develop and maintain strong relationships with clients * Respond to customer inquiries and resolve issues...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator Job Description At beBee Professionals, we are seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. Key Responsibilities: * Develop and maintain strong relationships with clients * Respond to customer inquiries and resolve issues...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator Job Description At beBee Professionals, we are seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. Key Responsibilities: * Develop and maintain strong relationships with clients * Respond to customer inquiries and resolve issues...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator =========================== **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. **Key Responsibilities** • Develop and maintain strong relationships with clients • Respond to...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator =========================== **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. **Key Responsibilities** • Develop and maintain strong relationships with clients • Respond to...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator ========================== **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. **Key Responsibilities** • Develop and maintain strong relationships with clients • Respond to customer...

  • Client Relations Liaison

    2 months ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    Client Relations Coordinator ========================== **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to manage client relationships, provide exceptional customer service, and ensure customer satisfaction. **Key Responsibilities** • Develop and maintain strong relationships with clients • Respond to customer...

  • MLS Compliance Specialist

    2 weeks ago

    Cambridge, Ontario, Canada Lone Wolf Real Estate Technologies Inc Full time

    Job SummaryWe are seeking a highly organized and detail-oriented MLS Compliance Specialist to join our team at Lone Wolf Real Estate Technologies Inc. As an MLS Compliance Specialist, you will be responsible for managing MLS compliance steps and obtaining data access for products sold to clients. This role requires strong communication skills, the ability to...

  • Client Relations Liaison

    2 weeks ago

    Cambridge, Ontario, Canada beBee Professionals Full time

    We are seeking a Customer Experience Manager to develop and maintain relationships with clients, providing exceptional customer service and ensuring customer satisfaction.The ideal candidate will have excellent communication and interpersonal skills, as well as a strong customer service background and experience in customer relationship management,...

  • Revenue Recovery Specialist

    4 weeks ago

    Cambridge, Ontario, Canada Lone Wolf Real Estate Technologies Inc Full time

    Job Title: Revenue Recovery SpecialistAt Lone Wolf Real Estate Technologies Inc, we are seeking a highly skilled Revenue Recovery Specialist to join our team. As a key member of our revenue recovery team, you will be responsible for tracking and managing suspended accounts, performing daily client outreach to resolve declined payments, and preparing and...

Client Service Liaison, Community Outreach Specialist

2 months ago

Cambridge, Ontario, Canada Cowan Insurance Group Full time
Job Title: Client Service Liaison, Community Outreach Specialist

The Client Service Liaison will report directly to the Operations Manager.

Job Summary:

As a Client Service Liaison, you will play a critical role in supporting Investment Advisors in the development and management of their client relationships.

  • Work closely with Investment Advisors to develop and manage client relationships, both existing and prospective clients.
  • Support Advisors in performing administrative and operational tasks involved in the management of clients' investment portfolios.
  • Support account opening and transactions as directed by the advisors.
  • Carry out instructions such as deposits, withdrawals, transfers for all investment accounts and ensure thorough follow-up.
  • Support Investment Advisors in providing superior customer service and be available to answer client questions.
  • Support the scheduling of client meetings, both responsive and proactive.
  • Support Investment Advisors in their Sales & Marketing Plans and Business Development efforts.
Requirements:
  • Minimum of 3-5 years' experience in the financial services industry, preferably with wealth experience.
  • Thorough understanding of financial products and services.
  • Mutual Funds License would be an asset or ability to obtain.
  • Solid problem-solving skills.
  • Strong working knowledge of Microsoft Office platforms.
About Cowan Insurance Group:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927.

We provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Benefits:
  • Company-matched Retirement Savings Plan.
  • Company-paid training and development courses.
  • Community involvement.