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CLIENT SOLUTION ASSOCIATE

Set up and maintain client files Process endorsements mid-term changes to policy Request and/or process new business and renewals Request all Invoicing, binders and cover letters Prepare certificates of insurance and complete post...

CompanyView Other Gallagher Offers
AddressCalgary, AB
CategoryAccounting
Job type• Full time
Date Posted 4 weeks ago See detail

Client Solution Associate

View Other Gallagher Offers

Calgary, AB

Set up and maintain client files Process endorsements mid-term changes to policy Request and/or process new business and renewals Request all Invoicing, binders and cover letters Prepare certificates of insurance and complete post...

4 weeks ago seen See more...

Client Solutions Associate, Entertainment

Gallagher

Toronto, ON

$51.9K–$65.7K a year

Set up and meticulously maintain client files. Processing of cast logs Handle new business and renewal processes seamlessly Take charge of invoicing, binders, and cover letters Prepare presentations, insurance submissions, certifi...

a month ago seen See more...

Client Solutions Associate, Energy Risk Management

View Other Gallagher Offers

Calgary, AB

You will be supporting the team, playing a crucial role in delivering outstanding client experience and supporting the teams growth. The role will include preparing policy renewals and endorsements, processing requests, drafting...

2 months ago seen See more...

Associate Director, Client Solutions

View Other Rbc - Royal Bank Offers

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

4 weeks ago seen See more...

Associate Director, Client Solutions

Rbc Royal Bank

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

4 weeks ago seen See more...

Private Client Associate

View Other Rbc - Royal Bank Offers

Ottawa, ON

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

4 weeks ago seen See more...

Private Client Associate

Rbc Royal Bank

Ottawa, ON

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

4 weeks ago seen See more...

Client Associate/Client Registered Associate

Rbc Royal Bank

Bloomfield, ON

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

4 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

York, ON

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

4 weeks ago seen See more...

Client Associate

Rbc Royal Bank

Dunmore, AB

You are part of a team supporting Sales & Service professionals and RBC partners in providing excellence customer service and providing credit and banking solutions that meet our clients needs. You are responsible for providing cl...

4 weeks ago seen See more...

Client Associate

Rbc Royal Bank

Marsh Harbour, Bahamas

You are part of a team supporting Sales & Service professionals and RBC partners in providing excellence customer service and providing credit and banking solutions that meet our clients needs. You are responsible for providing cl...

4 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Green Bay, NS

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

4 weeks ago seen See more...

Senior Client Associate/Senior Registered Client Associate

Rbc Royal Bank

Indianapolis, Indiana, United States of America

Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.. I...

a month ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Norwell, Massachusetts, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

a month ago seen See more...

Client Associate / Registered Client Associate

Rbc Royal Bank

Phoenix, Arizona, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

a month ago seen See more...

Client Solutions Advisor - Airdrie, AB

View Other Scotiabank Offers

Airdrie, AB

As a Sales Representatives (Client Solutions Advisors) in Airdrie, AB you're results focused, driven, have strong sales acumen, and love meeting new people. You're willing to work variable hours including weekends and evenings and...

a month ago seen See more...

Private Client Associate

View Other Rbc - Royal Bank Offers

Calgary, AB

Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient manner. Be a key support to the administrative activities and responsibilities of the team in their day-to-day activiti...

a month ago seen See more...

Senior Client Associate, MD Signature

Scotiabank

Ottawa, ON

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enth...

a month ago seen See more...

Client Solutions Advisor-Bowmanville Region

Scotiabank

Bowmanville, ON

Competitive

Your role will be to deepen customer relationships through the sale of banking solutions.Is this role right for you?-As a Client Solutions Advisor youre results focused, driven, have strong sales acumen, and love meeting new peop...

a month ago seen See more...

Client Solutions Advisor - Sky Pointe, Calgary, AB

View Other Scotiabank Offers

Calgary, AB

As a Sales Representatives (Client Solutions Advisors) you're results focused, driven, have strong sales acumen, and love meeting new people. You're willing to work variable hours including weekends and evenings and you're availab...

a month ago seen See more...

Registered Client Associate

Rbc Royal Bank

Edmonds, Washington, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

a month ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

St. Cloud, Minnesota, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

a month ago seen See more...

Client Solutions Advisor - Sky Pointe, Calgary, AB

Scotiabank

Calgary, AB

Competitive

Requisition ID: #We are committed to investing in our employees and helping you continue your career at Scotiabank. Your role will be to deepen customer relationships through the sale of banking solutions.Is this role right for yo...

a month ago seen See more...

Private Client Associate

View Other Rbc - Royal Bank Offers

Quebec

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

a month ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Nashville, Tennessee, United States of America

What will you do?. Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors whe...

a month ago seen See more...

Client Solutions Advisor - Airdrie, AB

Scotiabank

Airdrie, AB

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Sales Representative (Client Solutions Advisor)We are actively recruiting experienced Sales Representatives (Cl...

a month ago seen See more...

Client Solutions Advisor - Mount Royal Branch

View Other Scotiabank Offers

Calgary, AB

As a Sales Representatives (Client Solutions Advisors) you're results focused, driven, have strong sales acumen, and love meeting new people. You're willing to work variable hours including weekends and evenings and you're availab...

2 months ago seen See more...

Bilingual Client Solutions Manager, Personal Insurance

View Other Gallagher Offers

Dieppe, NB

Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships. Review accounts at renewal, taking the vital steps in placing coverage required by the clien...

2 months ago seen See more...

Senior Client Solutions Analyst, Commercial Real Estate Banking - Montreal

View Other Scotiabank Offers

Montreal, QC

Client servicing escalations: Help resolve service related matters raised by the client directly to the Director, National Accounts. This responsibility does not replace the servicing provided through the Business Service Center a...

2 months ago seen See more...

Client Solutions Advisor - Mount Royal Branch

Scotiabank

Calgary, AB

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Sales Representative (Client Solutions Advisor)We are actively recruiting experienced Sales Representatives (Cl...

2 months ago seen See more...

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What companies are hiring for Client Solution Associate jobs?

The top companies hiring now for Client Solution Associate jobs are View other Gallagher offers,

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