of clients and maintain a high standard of customer/partner service quality by taking proactive ownership and accountability... in PowerPoint. An experienced client facing financial advisor with ‘can-do’ mindset Nice to Have Professional designations...
200 Job Category: Customer Service / Operations Posting End Date: 04/07/2025... in a timely fashion Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice...
for driving profitable growth from the account by developing strategic client relationships and ensuring customer satisfaction... advisor relationship. Roles & Responsibilities: Accountable for managing senior relationships across business line...
business goals, customer behaviour trends, and market dynamics to meet the demands of our inbound and outbound queues..., integrating customer behaviour trends, corporate initiatives, and market dynamics. You will partner with finance, operations...
, we are looking for an Incident and Problem Manager, IT Security to join us in a business-critical role. You will lead IT service management processes... reliability, and drive continuous service improvements. This is a hybrid role, working five days over a two-week period in the...
and expand their knowledge in areas such as customer service, operational procedures, and internal systems. The Internal Training... and individual training, both virtually and in-person, covering technical, operational and customer service skills Develop...
of product and service offerings including new offerings Needs to have a complete/holistic view of the customer to partner... selling account teams and multiple advisory functions supporting the structuring of deals and participating in customer...
their knowledge in areas such as customer service, operational procedures, and internal systems. The Internal Training Specialist... and individual training, both virtually and in-person, covering technical, operational and customer service skills Develop...
Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction... succeed Operational Support - Assist the Trust team with expense management; Advisor support and preliminary research...
Weekly Hours 37.5 Skills Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment... succeed Operational Support - Assist the Estate and Trust team with expense management; provide Advisor support...
a high level of customer service and positive employee experience regardless of the nature of the interaction. Prepare... client service and delivery to all Dentons members. This role is accountable for responding to internal inquiries, providing...
The Expense Shared Service team is primarily responsible for delivering trusted, strategic expense insights... will be a key financial advisor to the Canada/Corporate/GWAM/U.S. Marketing team. The responsibilities include reporting, planning...
new and better ways to deliver exceptional customer and advisor experiences. Together, as part of a great team, you'll... and better ways to deliver exceptional customer experiences. Our Customer Identity and Access Management team is part of the Identity...
executives as a trusted advisor to deeply understand their unique business challenges and goals. You’ll be responsible... for crafting, guiding and implementing a territory strategy alongside a talented team of Customer Success Managers, Solution...
services Job Skills Customer Interactions, Customer Service, Customer Service Administration, Customer Support Operations... and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant...
actuarial consulting landscape. What you’ll do… Client Relationship Management: as a trusted advisor, responsible... on trusted advisor model Solid understanding of actuarial principles, financial markets, and industry developments and emerging...
. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor... qualify for an interview will be contacted. #LI-Hybrid Requisition ID: 3478 Category: Customer Service...
forms a key component of the overall Integrated Project Delivery team (comprising the customer, MX; the Technical Advisor... within an integrated team with the customer organization for a Subway Project in Toronto, Ontario. The project scope includes the design...
to work independently and collaboratively, maintaining professionalism and a customer service mindset when interacting... advisor focused on making a difference than we want to hear from you! What will your typical day look like? As a Senior...
to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences. Together, as part... and how we help our customers. As a Senior Data Scientist, you will be a key leader within the core Group Customer technology team...