Client Service Representative/account Manager Group
10 hours ago
**CLIENT ACCOUNT MANAGER/SERVICE SPECIALIST GROUP BENEFITS**
- Provide support to Advisors, including the set-up of new groups, completion of annual renewals, client service and administration.
- Day-to-day management general administration and maintenance of group client activities
- Interact with advisors, insurance companies, plan administrators and members to provide information in response to inquiries.
- Coordinate timely preparation and delivery of necessary client materials.
- Participate in client meetings including new group implementations, problem solving sessions, and general client relationship building events, as required.
**WHAT WE ARE LOOKING FOR**
- Prior experience in group benefits/pension and/ or insurance related industries
- Excellent listening, verbal communication, and writing skills
- Ability to multi-task and prioritize to meet advisor and client needs
- Superior organization skills
- Time management skills - must be able to meet competing deadlines and work well under pressure
- Proficient in using Microsoft Office including Word, Excel, and PowerPoint
**Job Types**: Full-time, Permanent
**Salary**: $35,146.33-$59,416.74 per year
**Benefits**:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Burlington, ON: reliably commute or plan to relocate before starting work (required)
**Education**:
- Secondary School (preferred)
Work Location: In person
-
Client Service Representative
2 weeks ago
Burlington, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
6 days ago
Burlington, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Services Representative
1 week ago
Burlington, Ontario, Canada iA Private Wealth Full timeCompany DescriptioniA Private Wealth offers tailored wealth solutions through a network of over 460 independent Investment Advisor and Portfolio Manager teams, managing assets of over $50 billion. As a trusted partner for investors across Canada, iA Private Wealth is committed to providing holistic financial services.Role DescriptionThis is a full-time...
-
Client Services Representative
10 hours ago
Burlington, Canada Allen Bruder - Desjardins Insurance Agent Full time**Client Services Representative****: - Desjardins Agent Team Member** Location: Burlington, ON **Job Type**: Full Time **Position Overview**: Are you self driven?, energetic passionate individual that is looking for a challenge? We are looking for a high energy, self motivated individual to join our team. Lets us help you lay the ground work to one day...
-
Client Services Representative, Co-op
1 week ago
Burlington, Ontario, Canada DLL Group Full timeDescriptionThe Client Services Representative, Co-op student will be responsible for handling inbound requests (email/Salesforce) from customers (both external/internal), vendors, brokers and agents, for active, non-delinquent contracts, and preparation or processing of all paperwork related to these requests. Your participation will be required in team or...
-
Account Representative
2 weeks ago
Burlington, Canada Movati Athletic (Group) Inc Full timeJoin the Member Experience team and help build a culture that delivers on the promise we make to our members - feel **welcome**, feel **comfortable** and feel** healthy**. We’re not looking for just average because we’re not your average club. That’s because our goal is to be recognized as North America’s premiere affordable luxury fitness brand....
-
Client Service Representative
6 days ago
Burlington, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Representative
2 weeks ago
Burlington, Canada U W Burlington Full timeWe are a dynamic and growing company, and we are currently looking for an exceptional Client Representative to join our Burlington, Ontario office. We are searching for a passionate and driven individual who is excited about the opportunity to grow and learn with us. We recognize that each team member brings a unique set of skills to the table, and we are...
-
Burlington, Canada Westland Insurance Group Ltd. Full timeSenior Account Executive, Private Client Services Job Description Posted Friday, January 2, 2026 at 8:00 AM We’re searching for a Senior Account Executive, Private Client Services. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Senior Account Executive, Private Client Services in Burlington, ON. You...
-
Burlington, Canada Westland Insurance Group Ltd. Full timeSenior Account Executive, Private Client Services Job Description Posted Friday, January 2, 2026 at 8:00 AM We’re searching for a Senior Account Executive, Private Client Services.Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a Senior Account Executive, Private Client Services in Burlington, ON....
