Client Relationship Manager

Jooble; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the software development industry is seeking a Client Relationship Manager to join its Wealth Management team in Vancouver. The successful candidate will develop and maintain client relationships, implement sales strategies, and provide top-notch customer service. Ideal applicants will possess strong communication and analytical skills and hold a Bachelor's degree along with relevant certifications. This full-time role offers an excellent entry point into the wealth management sector.

Qualifications

• Bachelor's degree in a related field required.
• Completion of the Canadian Securities Course (CSC) is needed.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Develop and implement sales strategies to meet or exceed targets.
• Maintain accurate records of client interactions.
• Collaborate with wealth advisors to identify new business opportunities.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Communication

Education

Bachelor's degree in a related field

Completion of the Canadian Securities Course (CSC)

Completion of Conduct and Practices Handbook Course

Job description

Client Relationship Manager

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As a Client Development Specialist, you will play a key role in the Wealth Management team. Your primary responsibility will be to develop and maintain relationships with clients, identifying new business opportunities and fostering existing ones.

About The Job

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. You should also possess strong analytical and problem-solving skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities

• Develop and implement sales strategies to meet or exceed sales targets
• Maintain accurate records of client interactions and progress
• Collaborate with wealth advisors to identify new business opportunities
• Provide exceptional customer service and support to clients
  
  

Requirements

• Bachelor's degree in a related field
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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