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Client relationship manager Jobs in Port Moody, BC

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Client relationship manager • port moody bc

Last updated: 2 days ago
Manager, Client Success

Manager, Client Success

EightSix NetworkBC
CA$80,000.00–CA$90,000.00 yearly
The Manager, Client Success is responsible for the day-to-day account operations and oversight as well as project management for key clients. The Manager, Client Success has a deep understanding of ...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Advisor

Private Client Advisor

Staffing In MotionVancouver (Killarney), BC, ca
CA$500,000.00 yearly
Full-time
Firm : Large global portfolio management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&...Show moreLast updated: 8 days ago
Client Sales Agent- Remote

Client Sales Agent- Remote

Globe Life AIL - Marisone NavorCoquitlam, BC, CA
Remote
Full-time
Quick Apply
Are you a highly motivated and results-oriented sales professional with a proven track record of success? AO Globe Life is a rapidly expanding Insurance Company seeking talented individuals t...Show moreLast updated: 2 days ago
Client Engagement Specialist (WFH)

Client Engagement Specialist (WFH)

Globe Life - RecruitingBurnaby, BC, CA
Remote
Full-time
Quick Apply
Client Engagement Specialist - 100% WORK FROM HOME Globe Life – AO is a trusted leader in providing life insurance solutions, dedicated to helping families secure their financial future and p...Show moreLast updated: 14 days ago
  • Promoted
Vice-President & Product Specialist (Senior Wholesaler)

Vice-President & Product Specialist (Senior Wholesaler)

Ninepoint Partnersgreater vancouver, bc, Canada
CA$50.00 hourly
Full-time
Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment firms with approximately $7 billion in assets under management & assets under administration.Committed to h...Show moreLast updated: 10 days ago
  • Promoted
Client Account Manager Entry Level

Client Account Manager Entry Level

Moonshot MarketingBurnaby, BC, Canada
Full-time
As an Authorized Rogers Representative, we are proud to work with one of Canada’s largest telecommunications giants - a company known for connecting millions nationwide through cutting-edge c...Show moreLast updated: 12 days ago
Private Client Services Account Manager - Remote- 9494

Private Client Services Account Manager - Remote- 9494

DGA CareersPort Coquitlam, British Columbia
CA$25,000.00 yearly
Remote
Private Client Services Account Manager - Remote.Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team.They pride t...Show moreLast updated: 30+ days ago
Relationship Manager, Business Markets

Relationship Manager, Business Markets

RBC - Royal BankBurnaby, BC
CA$90,000.00–CA$110,000.00 yearly
You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises.You are RBC's ambassad...Show moreLast updated: 30+ days ago
Private Client Relationship Manager

Private Client Relationship Manager

Webster BankBC Watertown
Full-time
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 30+ days ago
Enterprise Client Success Manager

Enterprise Client Success Manager

OfficeSpaceRemote, British Columbia, CA
Remote
Full-time
OfficeSpace is the AI workplace management platform that helps teams plan, connect, and perform in the modern workplace.As a performance-based, PE-backed company, we hire based on merit and a willi...Show moreLast updated: 2 days ago
Relationship Manager

Relationship Manager

Coast CapitalSurrey, British Columbia, CA
CA$65,000.00–CA$75,000.00 yearly
Full-time
Background Screening Requirement : .Enhanced Criminal Record Check .At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call t...Show moreLast updated: 30+ days ago
Private Client Services Account Manager

Private Client Services Account Manager

DGASurrey, CA
CA$25,000.00 yearly
Private Client Services Account Manager - Remote.Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team.They pride t...Show moreLast updated: 30+ days ago
Client Service Representative

Client Service Representative

MNT ConsultingBurnaby, BC, CA
Full-time
Quick Apply
MNT Consulting seeks quality-focused and self-motivated Client Service Representatives who are eager to learn new skills, love interacting with people, and most importantly, want to provide wo...Show moreLast updated: 30+ days ago
Manager Client Services II - Investment Management

Manager Client Services II - Investment Management

The Toronto-Dominion Bank (Canada)Burnaby, British Columbia
Full-time
Private Wealth Management, Private Investment Advice provides high-net worth clients with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discover...Show moreLast updated: 30+ days ago
Client Service Manager (wastewater treatment)

Client Service Manager (wastewater treatment)

Brown and CaldwellBurnaby, BC VHM, CA
CA$176,000.00–CA$241,000.00 yearly
Full-time
Brown and Caldwell has an exciting opportunity for an experienced Client Service Manager who will have an essential role in the growth of our Vancouver, British Columbia office.Brown and Caldwell h...Show moreLast updated: 30+ days ago
Talent Relationship Manager

Talent Relationship Manager

DarkVisionNorth Vancouver, British Columbia
CA$70,000.00–CA$120,000.00 yearly
A-player, contribution-motivated talent from multiple market verticals.The successful candidate will be relentlessly resourceful in sourcing technical and non-technical individuals.We want to hear ...Show moreLast updated: 30+ days ago
Relationship Manager (ON Site)

Relationship Manager (ON Site)

Prospera Credit UnionCoquitlam, BC
CA$114,444.00–CA$156,892.00 yearly
Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services.Pros...Show moreLast updated: 30+ days ago
Relationship Manager Intern, Business Markets

Relationship Manager Intern, Business Markets

Royal Bank of Canada>BURNABY, Canada
Full-time
You will provide business and financial advice and manage a portfolio of high value small business clients who need.You are RBC’s ambassador to the local business market. Applying your mindset for e...Show moreLast updated: 12 days ago
Client Advisor

Client Advisor

0000050007 Royal Bank of CanadaBURNABY, British Columbia, Canada
CA$55,000.00–CA$65,000.00 yearly
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
Manager, Client Success

Manager, Client Success

EightSix NetworkBC
30+ days ago
Salary
CA$80,000.00–CA$90,000.00 yearly
Job description

Job Description

Role Description

The Manager, Client Success is responsible for the day-to-day account operations and oversight as well as project management for key clients. The Manager, Client Success has a deep understanding of their assigned clients’ industry & key business objectives, and how Exchange Solutions’ products & services can help them achieve these objectives. The Manager, Client Success is a strong communicator who works collaboratively to gain alignment and foster accountability and is a creative strategic thinker with deep business acumen and the resourcefulness to find a way to get things done. They must be able to act as both an advisor to the client and a project manager who can influence and negotiate internally and externally across various levels and functions. They must be able to deliver compelling propositions for both the client and Exchange Solutions that will ultimately achieve deliverables, produce results, and yield exceptional client relationships.

Primary Responsibilities

  • Develop and maintain strong client relationships and ensure high levels of client satisfaction across all assigned clients.
  • Manage multiple and diverse client stakeholders across various Business Units and navigate through client competing priorities and organizational structure complexity.
  • Balance client service excellence and efficiency of Exchange Solutions resources.
  • Perform a variety of account operations tasks with openness and flexibility. These include such tasks as : internal resource management, client task prioritization & communication, project management, documentation & reporting, developing detailed business requirements, performing UAT / QA for items such as email campaigns, reports, promotions set-up, etc., issue resolution, ad hoc requests and troubleshooting, and meeting management.
  • Contribute to the development of internal processes and ‘best standards’ for client service and delivery.
  • Ensure client adherence to processes to streamline account operations and increase team productivity and efficiency.
  • Collaborate on the design of strategy and solutions that improve client results and progress Exchange Solutions’ in-market product offering.
  • Working collaboratively with other members of the Client Success team, meet or exceed assigned client’s revenue plan by securing and delivering statement of work projects.
  • Expertly understand our technology and analytics capabilities and services provided by Exchange Solutions to assigned clients. Be a thought partner with technology and analytics teams to develop solutions, trouble shoot issues, proactively identify risks, and explore and advance opportunities to implement new solutions that support both client and Exchange Solutions’ needs.

Capability Requirements – education, skills & experience

  • Post-secondary education, with a degree focused on either business or marketing.
  • A minimum of 5 years related experience in loyalty, marketing, payments, or business analysis. Loyalty experience at a solutions provider or retailer is preferred.
  • A minimum of 3-5 years program and project management / leadership experience leading teams to complete major projects, under deadlines, with minimum supervision. PMP designation an asset. Experience / knowledge of SAFe - Scaled Agile Framework for managing software development an asset.
  • Possess a strong business acumen with proven experience in Account and project management.
  • Excellent organization and time management skills, ability to multitask and manage multiple priorities at the same time.
  • High comfort level with entrepreneurial, software development and technology outsourcing environments.
  • Demonstrate the ability to identify opportunities to innovate and support continuous improvement.
  • Understand technology / product (at a business level) and be able to explain features to clients.
  • Ability to identify and manage client / product risks and mitigate.
  • Strong with analytically driven problem-solving approaches.
  • Superior communication skills both verbal and written, with excellent presentation skills.
  • Excellent interpersonal skills and strong team building capability to cultivate and maintain effective working relationships, both internally and externally.
  • Has a strong technical aptitude and ability to translate data into business intelligence.
  • Proficient computer skills, including Microsoft Word, Excel, and PowerPoint.
  • Requirements :
  • Work Permit