Private Client Solutions Professional
6 days ago
Lloyd Sadd seeks an experienced Private Client Solutions (PCS) Account Manager to join our team. This role involves delivering exceptional service to high-net-worth clients, growing the PCS book of business, and maintaining strong customer relationships.
Main Responsibilities:- Develop and implement strategies to deliver best-in-class additional services to clients;
- Collaborate with company underwriters to negotiate best terms for PCS clients;
- Manage client relationships and ensure strong, long-term connections are established;
- Maintain a comprehensive knowledge base of insurance products and services;
- Support Advisors with Accounts Receivable and other tasks;
- Work closely with PCS team members to achieve exceptional customer service results;
- Ensure compliance with EPIC workflows and maintain updated custom forms;
- Foster a culture of accuracy and timeliness in account servicing and billing;
- Engage in ongoing training and professional development to enhance skills and industry knowledge;
- 2 to 4 years of personal lines experience and EPIC brokerage software experience desired;
- High Net worth experience considered an asset;
- Level 2 General Insurance license strongly preferred;
- C.I.P. or C.A.I.B. designation preferred;
- Superb interpersonal skills and attention to detail;
- Self-motivated individual with strong written and oral communication skills;
- Organizational skills and proficiency in Outlook, Excel, Word.
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Private Household Staff
18 hours ago
Calgary, Alberta, Canada Private Household] Full timeAbout the Job:We are a private household seeking a highly skilled and dedicated Private Household Staff member to provide exceptional childcare and household support services.Responsibilities:Provide childcare services, including homework help and special activitiesAssist with daily household tasks, including meal preparation, laundry, and cleaningMaintain a...
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Account Manager, Private Client Solutions
6 days ago
Calgary, Alberta, Canada Lloyd Sadd Full timeAccount Manager, Private Client SolutionsBe among the first 25 applicantsDirect message the job poster from Lloyd SaddTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business...
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Account Manager, Private Client Solutions
1 week ago
Calgary, Alberta, Canada Lloyd Sadd Group Full timeAccount Manager, Private Client SolutionsFriday, March 14, 2025Lloyd Sadd is a Navacord broker partner, one of Canada's largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing, and insurance. With multiple locations in Alberta and BC, we take pride in our ability to...
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Private Client Advocate
6 days ago
Calgary, Alberta, Canada Lloyd Sadd Full timeAccount Manager Position SummaryLloyd Sadd's Private Client Solutions team is looking for a seasoned Account Manager to lead the servicing and support of our high-net-worth clients. This is an excellent opportunity for a results-driven professional to join our team and contribute to the growth and success of our PCS business. As an Account Manager, you will...
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Caregiver for Private Household
1 day ago
Calgary, Alberta, Canada Private Household] Full timeJob Description:The Caregiver will provide essential support to the residents of a private household, ensuring their physical and emotional well-being.This role requires a compassionate and dedicated individual who can work independently and as part of a team.Main Responsibilities:Assist with daily living activities such as bathing, dressing, and...
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Private Household Support Assistant
22 hours ago
Calgary, Alberta, Canada Private Household] Full timeAbout the JobThis is an excellent opportunity to work in a private residence, providing support to individuals in need of care. As a Home Support Worker, you will be responsible for ensuring the well-being and comfort of our clients.
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Account Manager, Private Client Solutions
2 weeks ago
Calgary, Alberta, Canada Lloyd Sadd Full timeTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...
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Account Manager, Private Client Solutions
4 days ago
Calgary, Alberta, Canada Lloyd Sadd Full timeTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...
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Account Manager, Private Client Solutions
3 days ago
Calgary, Alberta, Canada Lloyd Sadd Full timeTHE ROLE The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals...
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Account Manager, Private Client Solutions
2 weeks ago
Calgary, Alberta, Canada Lloyd Sadd Full timeTHE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...
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Safety Management Professional
20 hours ago
Calgary, Alberta, Canada Northeast Private Client Group Full timeSafety Management PositionWe are seeking a seasoned Safety Management Professional to join our team as a Safety Audit Specialist. In this role, you will oversee and administer safety auditing requirements, participate in project activities to enhance the COR program, and review safety audits to ensure compliance with government regulations.To succeed in this...
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Private Equity Investment Professional
5 days ago
Calgary, Alberta, Canada Longbow Capital Full timeAbout Our Team:We are a dynamic and experienced team of investment professionals dedicated to delivering exceptional results for our clients. Our team members possess a deep understanding of the energy and power industries, combined with a strong track record of success in identifying and executing profitable investments.Why Join Our Team?As a member of our...
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Private Banking Leader
6 days ago
Calgary, Alberta, Canada Scotiabank Full timeAs a Private Banker at Scotiabank, you will play a critical role in driving business growth and delivering exceptional service to our high net worth clients. This exciting opportunity requires a seasoned professional with a proven track record in commercial lending and a deep understanding of the Canadian banking industry.About the RoleThe ideal candidate...
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Caregiver for Private Residence
18 hours ago
Calgary, Alberta, Canada Private Household] Full timeJob DescriptionWe are looking for a dedicated and detail-oriented individual to fill the role of Home Support Worker. In this position, you will be working closely with our clients to provide personalized care and support.
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Financial Solutions Expert
4 days ago
Calgary, Alberta, Canada Ignite Talent Solutions Full timeAbout Ignite Talent Solutions">We are a rapidly expanding independent brokerage at the forefront of innovation, active in multiple regions. We are seeking to onboard brokers who embody an entrepreneurial spirit and possess the determination to contribute to our growth.">Your New Role">In this newly assigned role as a Mortgage Broker, your responsibilities...
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Corporate Client Group Professional
4 days ago
Calgary, Alberta, Canada Royal Bank of Canada Full timeWe are seeking a highly motivated and experienced Corporate Client Group Professional to join our Mid-Market Leveraged Finance team at Royal Bank of Canada. In this role, you will be responsible for structuring, delivering, and managing senior secured leveraged lending transactions to Private Equity owned / backed companies.You will work closely with our...
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Private Banker
3 weeks ago
Calgary, Alberta, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management, and retail lending. The incumbent has comprehensive experience and product knowledge to deliver...
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Calgary, Alberta, Canada Leith Wheeler Investment Counsel Ltd. Full timeWe are seeking a dynamic and proactive administrator to provide operational support to the Private Client team in our Calgary office. This role encompasses administration and some reception duties, requiring the successful candidate to work closely with Portfolio Managers, Associates, and Administrators, providing accurate and timely information and service...
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Assurance Manager, Private Client Services
3 days ago
Calgary, Alberta, Canada RSM Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...
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Bilingual Client Support Professional
6 days ago
Calgary, Alberta, Canada Millennium 1 Solutions Full timeMillennium 1 Solutions is proud to be an Awarded Global Top Employer by Top Employers Institute.As a Spécialiste du Service à la Clientèle Bilingue, you will have the opportunity to join a team of professionals who share your values of collaboration, innovation, and accountability.About our team:We are a diverse and passionate group of individuals...