566 client manager jobs at 231 companies in Everson, WA
1mo
Save
Mark Applied
Hide
1mo
Client Services Manager
Vancouver, British Columbia, Canada
$60k-$75k/yrHybridFull Time
Normac: Provides insurance appraisal and replacement cost valuation services.
3+ YOE3+ years in client service/account management with leadership experience; strong communication, presentation, and process-improvement skills; proficiency with Microsoft Office and CRM; Bachelor's degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM
People Corporation: Provides group benefits, retirement, and human resource solutions.
Experience managing client portfolios, strong verbal/written communication, knowledge of TeksMed/WSIB/WCB processes, Microsoft Office and CRM proficiency, attention to detail, ability to present and cold call, and analytical problem-solving.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred; strong communication, organization, and multi-tasking skills; familiarity with AMS360 a plus.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
3+ YOEBC insurance license required, 2+ years commercial insurance experience preferred, proficiency with Microsoft Word/Excel/Outlook and EPIC, strong analytical, communication and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC
OnterrisNYSE: ONT: Global provider of environmental consulting, testing, and remediation services.
5+ YOE5+ years stack testing experience with QI credentials, ability to travel overnight and locally up to 75%, knowledge of federal/state/local regulations, project budgeting, high school diploma, background checks, DOT medical and OSHA respiratory evaluation ability.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing sales role with provided training; strong communication, self-motivation, coachable attitude, and ability to work independently; prior customer service or sales experience is an asset.
Futu HoldingsNASDAQ: FUTU: Online brokerage and wealth management platform for global investors.
5+ YOECSC and CPH required, 5+ years in retail brokerage/wealth management or related financial services, experience with high-net-worth clients, strong investment product knowledge, CRM and Microsoft Excel proficiency, full professional fluency in English and Mandarin.
Raymond JamesNYSE: RJF: Provides global wealth management and investment banking services.
5+ YOE2+ Mgmt5+ years in operations/compliance within financial services, 2+ years management, securities knowledge, Microsoft Office and Dataphile experience preferred, CSC completion or willingness, strong client service and analytical skills.
ManulifeTSX: MFC: Provides insurance, wealth management, and investment services globally.
Experience in the Canadian pension industry, undergraduate degree preferred, knowledge of group retirement plans and regulations, strong math and communication skills, valid driver’s license and ~25% travel, CEBS an asset, RPA required or to be obtained within 18 months.
TELUS Digital: Provides global digital customer experience and business transformation solutions.
7+ YOE7+ years in digital product strategy, management consulting, or high-growth tech; CX/contact center expertise; strong storytelling and workshop facilitation; hands-on with enterprise AI tools; proficiency with Google Slides.
Wealthspire: Provides integrated wealth management and financial advisory services.
2+ YOEBC insurance licensing required, 2+ years commercial insurance experience (broking/servicing/underwriting), experience placing SME to mid-market lines, EPIC and Microsoft Word/Excel/Outlook proficiency, strong communication and analytical skills.
EPIC, Microsoft Word, Microsoft Excel, Microsoft Outlook
Senior Client Relationship Manager, Group Retirement Services
Vancouver, British Columbia, Canada
$75k-$90k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
5+ YOE5+ years group retirement plan lifecycle and client service experience; LLQP (or willing to obtain); strong presentation, organizational, and analytical skills; Microsoft Office proficiency; CRM experience an asset.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Dynamics
Diligent: Provides software for corporate governance, risk, and compliance management.
5+ YOE5+ years client-facing experience in legal/audit/risk/compliance; strong communication, analytical and relationship-building skills; GRC domain knowledge; ability to manage multiple clients and travel to client sites.
McLaren Trefanenko: Provides professional accounting, tax, and business advisory services.
In-office administrative support for accountants, document management in a paperless environment, client communication, proofreading, and project coordination; criminal record and reference checks required.
Microsoft Office 365, Microsoft Teams, QuickBooks Online, CaseWare, CaseView, Jazz-IT, TaxCycle, PayWorks, Dext
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
Provide in-person and telephone client reception, discuss fees, perform triage assessments, maintain client records, manage financial accounts and payments, and work flexible shifts including days, nights, weekends, and holidays.
Nicola Wealth: Provides financial planning and investment management services.
3+ YOE3+ years client-facing financial services experience; team leadership, custody operations, registered plan knowledge, strong problem-solving, communication, and attention to detail; proficiency with Microsoft Office and CRM platforms.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
1+ YOE1–2 years relevant experience, undergraduate or college diploma preferred, must obtain CIRO Investment Representative license, strong communication and confidential client service skills, knowledge of wealth management an asset.