Client Relationship Manager
5 days ago
**About Futurpreneur** Canada**
Futurpreneur Canada has been fuelling the entrepreneurial passions of enterprising young Canadians since 1996. We’re the only national, non-profit organization that provides financing, mentorship and resources to aspiring business owners aged 18-39. More than 16,500 young Canadian entrepreneurs, spanning every province and territory, have successfully launched their business with Futurpreneur’s support. Their main street businesses help drive Canada’s inclusive economic prosperity in communities from coast to coast to coast.
Futurpreneur is a founding member of the G20 Young Entrepreneurs’ Alliance, the Canadian member of Youth Business International, and the Canadian host of Global Entrepreneurship Week.
**Our Purpose** (why we exist): To drive inclusive Canadian prosperity by fostering the success of young entrepreneurs.
**Our Mission **(what we do every day to achieve our purpose): To provide early-stage financing, mentorship and other resources to help diverse aspiring entrepreneurs aged 18-39 launch successful businesses that contribute to inclusive and sustainable economic development in their communities and for Canada.
**Our Values** (how we work - our core principles & commitments): We are mission-driven, collegial & collaborative, diverse & inclusive, and accountable & transparent.
**Here’s the opportunity: Client Relationship Manager**
This is a permanent, full-time position based in Vancouver BC, or Toronto, ON. The incumbent will be working on our hybrid work model (minimum 2 days in the office).
**What you will do**:
**Screening of Entrepreneur Applications**
- Communicate potential issues surrounding the eligibility (including business plan, industry, timing, etc)
- Conduct analysis of credit report to determine if entrepreneur qualifies for financing from Futurpreneur Canada and/or co-funding partner
- Determine funding limits, communicate credit issues and refer to credit improvement supports to entrepreneur to improve their financial literacy
**Program Application - Consultation with Entrepreneurs**
- Summarize pertinent information not found in the submission that will affect adjudication reviews
- Evaluate workflow based on quality and quality of applicants and predict likely disbursement months or dates
**Program Application - Consultation with Partners**
- Summarize pertinent information not found in the submission that will affect adjudication’s reviews
**Program Application - Conditions**
- Prepare and communicate program acceptance and outstanding conditions necessary for disbursement
- Ensure that mentor matching requests are sent to the mentoring associate’s team
- Collect and evaluate required conditional documents
- Prepare, sign and submit loan agreements, promissory note and other required legal documents
- Communicate with compliance, applicants and mentors to ensure the loan is disbursed
**Program Application - Internal Relations and Compliance**
- Consult with business development team on strategies to increase mentor and entrepreneur interest
- Other duties as assigned
**What you will have**:
- Relevant experience may include education with a focus on Business Administration/Finance or equivalent hands-on career experience
- 2-3 years of experience in a client support/client relation, financial/economic or banking role
- Bilingual in English and French is an asset
- Strong customer service experience with a desire to support the customer
- Expertise in financial analysis
- Expertise in customer service and desire to assist customers
- Exemplary skills in achieving organizational goals
- Proactive approach to conflict resolution
- Excellent attention to detail
- Versatility, organization and respect for deadlines
- Confidence and self-motivation
- Demonstrated ability to work effectively under pressure in a dynamic environment
- Alignment with Futurpreneur’s values and commitment to the mission/purpose of the organization
- Be a role model for Futurpreneur’s organizational culture by creating a positive impact at every touchpoint with people
**HOW TO APPLY**:
**What we offer**:
Futurpreneur offers you the opportunity to work for an organization with a clear and compelling purpose - To drive inclusive Canadian prosperity by fueling the success of young enterprise. Respect, teamwork, diversity and inclusion, transparency, empathy, impact, innovation, high performance, recognition and working hard and having fun are important to us
We offer an attractive compensation package that encompasses a competitive salary, amazing benefits such as, health and dental benefits package plus RRSP contribution matching, health spending account, flex hours and more.
LI-CM1
-
Client Relationship Manager
2 weeks ago
Vancouver, Canada iA Groupe financier iA Financial Group Full timeGroup Insurance Sales & Services/Vancouver, Calgary, Toronto, Montreal, Halifax/12-month contract with possibility of permanency/Desired start date: As soon as possible_ Are you known for your service mentality, your ability to establish good business relationships, your commitment and your interpersonal skills? Then, the position of Service Representative,...
-
Client Relationship Manager
2 weeks ago
Vancouver, Canada Dyrand Systems Full timeDyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, thinking about what they can do to help our clients focus on what they do best. If...
-
Client Relationship Manager
11 hours ago
Vancouver, Canada iA Groupe financier iA Financial Group Full timeAre you known for your service mentality and interpersonal skills? Are you familiar with group retirement savings plans? The position of Client Relationship Manager may be the perfect role for you! Thanks to your leadership, influencing and strong social skills, and service mindset, you will build relationships with our clients and contribute to the...
-
Client Relationship Manager
5 days ago
Vancouver, Canada Dyrand Systems Full time**Looking for a Brighter Future? Join Our Team!**: Dyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, thinking about what they can do to...
-
Client Relationship Manager
2 days ago
Vancouver, Canada Dyrand Systems Full timeDyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to _work_ every day with that mission in mind, thinking about what they can do to help our clients focus on what they do best. If...
-
Bilingual Private Client Relationship Manager
10 hours ago
Vancouver, Canada HSBC Full timeOpening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...
-
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for...
-
Client Success Specialist
1 week ago
Vancouver, Canada Uber Full time**About the Role** As a Client Success Specialist, you will be responsible for maintaining and nurturing relationships with our clients, ensuring their satisfaction, and driving growth opportunities. You will utilize your expertise in market research, data analysis, and consulting to provide strategic insights and solutions tailored to our clients' needs....
-
Client Relationship Manager
1 week ago
Vancouver, Canada Raymond James Ltd Full time_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. - **Client Relationship...
-
Client Relationship Executive
1 day ago
Vancouver, British Columbia, Canada Sun Life Full time $80,000 - $128,000You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...