As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
As a key member of the Global Wealth Management Linguistic Services team, you will play an important role in our organization's overall success. In your role, you will translate and revise high-profile financial documents. As a transla[...]
Job Description:As a Client Service administrator, you will have the opportunity to join an exciting team supporting our small business clients while interacting with Advisors, Account Executives and internal stakeholders.The SunAdvant[...]
Other location
We are looking for a Client Service Representative to join our team in our Montreal office! As a Client Service Representative, you will be responsible to maintain and service a profitable book of business based upon the company's obje[...]
The Issuer Services Student Intern contributes to the daily activities which include review, analysis and approval of issuer offering documents submitted for onboarding and eligibility in CDS clearing and settlement services. These act[...]
you'll lead client engagements and opportunities for pension and/or benefits actuarial services. The Manager will also direct the technical and co-ordinate business aspects of actuarial engagements for existing and prospective clients.[...]
Job Description:The Renewal Analyst will support a regional team of Corporate Account Executives with clients over 50 lives (Sun Solutions) in maximizing renewal outcomes for SLF. This is done by providing insights into the claim exper[...]
Develop strong relationships with the clients in the account management block to maintain a high level of client satisfaction. Understand the frequency of meetings, client specific reports, plan design and active or upcoming projects.I[...]
Other locations
May function as a problem-solving resource for more junior staff.Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established po[...]
We are looking for an Insurance Broker (Client Service Manager) to join our Personal Lines Team in our Montreal Office! As a Client Service Manager, you will be responsible to provide support to our Producers and service their clients.[...]