Key skills
Problem SolvingTime ManagementAccount ManagementSales
About this role
Role Overview
- Understand client needs to provide resources that enhance account management
- Build long-lasting customer relationships serving as the primary contact for future business needs
- Manage complex files efficiently and address customer concerns
- Collaborate with the sales team and stay informed on industry trends
- Use sound judgment in offering solutions that balance client needs with business profitability
Requirements
- Bilingual (French & English) required
- 3 to 5 years of financial management industry experience
- Strong communications skills
- Strong customer focus with the ability to influence and negotiate
- Excellent interpersonal skills with a high level of professionalism
- Excellent problem solving, analytical, judgment and decision-making skills
- Self-motivated with strong focus on success
- Effective time management and ability to organize and prioritize
- Effective customer relationship management
- Excellent business acumen with strong decision-making skills
Benefits
- Health insurance
- Dental benefits
- Mental health benefits
- Vision coverage
- Short
- and long-term disability
- Life and AD&D insurance
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Generous paid time off including holidays, vacation, personal, and sick days