immediate needs or position a warm introduction to Wealth & Ret advisor, as needed Ability to process service-related needs... on their investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund...
specifications Contribute to change management Facilitate product and service implementation while ensuring that the advertised... incumbent will act as a true strategic advisor to the various business sectors, and as a liaison between the different teams...
specifications Contribute to change management Facilitate product and service implementation while ensuring that the advertised... incumbent will act as a true strategic advisor to the various business sectors, and as a liaison between the different teams...
. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high... for clients concerning account activity. Sales Support – Support Private Banking Advisor in the management of their portfolios...
specifications Contribute to change management Facilitate product and service implementation while ensuring that the advertised... incumbent will act as a true strategic advisor to the various business sectors, and as a liaison between the different teams...
specifications Contribute to change management Facilitate product and service implementation while ensuring that the advertised... incumbent will act as a true strategic advisor to the various business sectors, and as a liaison between the different teams...
, renewals, and advocacy. You’ll serve as a trusted advisor, helping customers drive adoption, advocate for their needs... management function within several organizations. The ideal candidate will have customer-facing SaaS customer success, account...
Who We Are: Munvo has one goal – to help our clients maximize their MarTech investment. As a trusted advisor... with supportive documentation Clearly and concisely communicate complex technical solutions, both to business and IT stakeholders...
understanding of service objectives, team performance metrics, and relationship management value propositions, while maintaining... for our New Business Case Coordination team. Working in Relationship Management as a Case Coordination Supervisor, this role...
of business within Sun Life. The successful applicant will work in a team environment to ensure service standards... deposit amount, crediting the appropriate account, and updating the account balance. It also includes scanning cheques...
, optimizes facility management, and simplifies program and membership management. Since 2009, Amilia has been on a mission... everything we do. What you can expect: Customer success isn’t just a department—it’s the heartbeat of how we deliver value. Our clients don’t just...
of business within Sun Life. The successful applicant will work in a team environment to ensure service standards... deposit amount, crediting the appropriate account, and updating the account balance. It also includes scanning cheques...
of Service. People looking for jobs should not put anything here. We are uploading your application. It may... for you! Working with one of the top financial clients, this role calls for a Bilingual Recruiter who will act as the Talent Advisor...
functions. We help organizations achieve strategic alignment of their finance organization, implement service and cost... improvement initiatives, and embed a performance management process and culture that unite the business around its core objectives...
Clients’ major plan changes by employing project management skills, processes, and methodology. They work in partnership... of innovative and dynamic individuals who strive to provide exceptional Client service. As a seasoned project manager, you bring...
Clients’ major plan changes by employing project management skills, processes, and methodology. They work in partnership... of innovative and dynamic individuals who strive to provide exceptional Client service. As a seasoned project manager, you bring...
» le Groupe Talan est convaincu que c’est en étant au service de l’humain que la technologie démultiplie son potentiel... "Positive Innovation" at the heart of its strategy, the Talan Group is convinced that it is by serving people that technology...
» le Groupe Talan est convaincu que c'est en étant au service de l'humain que la technologie démultiplie son potentiel... "Positive Innovation" at the heart of its strategy, the Talan Group is convinced that it is by serving people that technology...
, you will be a key contact for account management including post sales activities, complex contractual and plan design inquiries..., and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan...
as an advisor and thought leader on Copilot for Microsoft 365 to enable clients to fully adopt and get the most out of the solution..., M365 roadmaps, data security and compliance strategies, as well as change management strategies. Work closely...