Current jobs related to Client Solutions Manager, Private Client Services - London - Gallagher
-
Account Manager, Client Services
3 months ago
London, Canada Ascend Fundraising Solutions Full time**WHO WE ARE** Founded in 2010, Ascend Fundraising Solutions online and in-venue fundraising platform and solutions have been used by some of the world’s most notable non-profit organizations such as United Way, Vancouver Canucks foundation, Canadian Olympic Foundation, Canadian Institute for the Blind, Kansas City Chiefs foundation, Boston Red Sox...
-
Private Trust Client Service Associate
2 weeks ago
London, Canada TD Bank Full time**Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Support relationship manager in meeting service commitments to PT clients through proactive communication (verbal/written)**: - **Ensure service to external clients and/or internal clients reflects TDBFG standards and...
-
Program Coordinator, Client Services
4 months ago
London, Canada Ascend Fundraising Solutions Full time**WHO WE ARE** Founded in 2010, Ascend Fundraising Solutions online and in-venue fundraising platform and solutions have been used by some of the world’s most notable non-profit organizations such as United Way, Vancouver Canucks Foundation, Canadian Olympic Foundation, Canadian Institute for the Blind, Kansas City Chiefs Foundation, Boston Red Sox...
-
Pia Client Service Associate
4 months ago
London, Canada TD Bank Full time**PIA Client Service Associate**: - 430708BR **Job Category - Primary** - Wealth Management **Work Location** - City Centre Tower B - 380 Wellington Street **Employment Type** - Regular **City** - London **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...
-
Pia Client Service Associate
3 months ago
London, Canada TD Bank Full time**PIA Client Service Associate**: - 415504BR **Job Category - Primary** - Wealth Management **Work Location** - City Centre Tower B - 380 Wellington Street **Employment Type** - Regular **City** - London **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** TD...
-
Private Wealth Manager
2 weeks ago
London, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob OpportunityWhat is the role?We are seeking a highly skilled and experienced Private Wealth Manager to join our team at the Royal Bank of Canada. As a Private Wealth Manager, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and families.Key Responsibilities...
-
Private Wealth Manager
2 weeks ago
London, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob OpportunityWhat is the role?We are seeking a highly skilled and experienced Private Wealth Manager to join our team at the Royal Bank of Canada. As a Private Wealth Manager, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and families.Key Responsibilities...
-
Client Service Associate
18 hours ago
London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring seamless client experiences and exceptional service delivery.Key ResponsibilitiesPrepare...
-
Client Service Associate
14 hours ago
London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring seamless client experiences and exceptional service delivery.Key ResponsibilitiesPrepare...
-
Pia Client Service Associate
3 months ago
London, Canada TD Bank Full time**Work Location**: London, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.** **TD Private Investment...
-
Client Solutions Manager, Mid-Market
3 months ago
London, Canada Gallagher Full timeOverview Our Commercial team is hiring in London! As the Client Solutions Manager, reporting to the Director of Client Solutions, you will be working directly with our commercial mid-market clients in delivering the world-class customer service Gallagher is so well known for. This means you will be managing an existing portfolio of clients – driving the...
-
Client Representative
2 weeks ago
London, Ontario, Canada Marsh Full timeMarsh is seeking candidates for the following position.Client Representative What is in it for you?A company with a strong Brand and strong results to matchCulture of internal mobility, collaboration and valued partnership with HR from the business.Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and...
-
Client Representative
2 weeks ago
London, Canada Marsh Full timeMarsh is seeking candidates for the following position.Client Representative What is in it for you?A company with a strong Brand and strong results to matchCulture of internal mobility, collaboration and valued partnership with HR from the business.Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and...
-
Senior Manager of Client Services
1 month ago
London, Ontario, Canada Bank of Montreal Full timePosition Overview:The Bank of Montreal is seeking a dedicated professional to join our team as a Senior Manager of Client Services. This role is pivotal in enhancing our client engagement and ensuring exceptional service delivery.Key Responsibilities:Oversee the evaluation and interpretation of various credit data to inform lending strategies and operational...
-
PIA Client Service Associate
1 day ago
London, Canada The Toronto-Dominion Bank (Canada) Full timeDescription : TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment...
-
Private Banker
2 weeks ago
London, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team in London, ON. You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You...
-
Client Service Representative
4 months ago
London, 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
4 months ago
London, 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 Associate
4 months ago
London, Canada Assante Wealth Management Full time**Position: Client Service Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together. Assante Wealth Management is a...
-
Client Solutions Associate, Surety
3 months ago
London, Canada Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
Client Solutions Manager, Private Client Services
4 months ago
Overview
Our Private Client Solutions team is growing As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will effectively be handling a Private Client book of business, guiding and advising clients through their policy renewal cycle, handling policy changes, cross boarder services, or resolving billing issues, you will get the opportunity to work through it all Work Environment: Hybrid (Agile) – We, at Gallagher, enjoy the benefits of working remotely while also collaborating and interacting with each other in the office. This position can be based out of Gallagher's office locations in London, Mississauga, Markham or Downtown Toronto How you'll make an impact Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships. Analysis of accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, building relationships with underwriters, adhering to binding authority set out by carriers. Respond to client inquiries quickly and efficiently, maintaining the quick turnaround time for any actions required on behalf of the client. Determine upselling and cross-selling opportunities, driving the creation of quality leads, working with Account Executives in binding the client. Consistently acting to upgrade insurance market knowledge, staying ahead of new products and policy updates. About you Being in a fast-paced, dynamic environment brings out the best in you. You’re always able to prioritize effectively which allows you to exceed client expectations every time Working collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them. Comprehensive and effective verbal/written communication skills. Always maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles. Highly tech-savvy, with an ability to learn new systems, tools and processes. Knowledge and expertise of the High Net Worth markets and it's Underwriting appetite. 5+ years of experience working in Personal Insurance ideally within a Brokerage environment. 5+ years of Account Management experience working within Private Client Services. Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred. Knowledge of ARS and EPIC considered a strong asset. RIBO Licensing in good standing. Additional provincial licensing across canada considered a plus. Secondary School Diploma, College or University Degree strongly preferred or equivalent working experience. What we can offer you Competitive salaries and bonus plans Medical & dental coverage to meet your household's needs Life, Dependent Life and AD & D Insurance options Pension & group savings plans Employee stock purchase plan Educational expense reimbursement Employee assistance programs Discounted gym membership Opportunity for flexible work hours Paid sick days & personal days, Employee education recognition program Employee referral bonus program and more #LI-SS1 #LI-Hybrid Compensation and benefits We value inclusion and diversity (new automated statement applied to all CAN job postings) Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.