Associate Consultant, Group annuity administration The Associate Consultant will be responsible ... Client Relationship management: * Build and maintain excellent relations with client contacts
Associate Consultant, Group annuity administration The Associate Consultant will be responsible ... Client Relationship management: * Build and maintain excellent relations with client contacts
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a strong background in portfolio ...
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a strong background in portfolio ...
... client relationships and marketing and business development efforts. Brattle Associates also ... An MBA with an academic or professional background in Economics or Finance, with oil & gas ...
... client relationships and marketing and business development efforts. Brattle Associates also ... An MBA with an academic or professional background in Economics or Finance, with oil & gas ...
PIA Client Service Associate
Mississauga, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
PIA Client Service Associate
Mississauga, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
Associate Consultant - Group Annuity Administration
Toronto, ON · On-site
CA$90K/yr
The Associate Consultant will be responsible for managing Group Annuity administration activities ... Client Relationship management: * Build and maintain excellent relations with client contacts
Associate Consultant - Group Annuity Administration
Toronto, ON · On-site
CA$90K/yr
The Associate Consultant will be responsible for managing Group Annuity administration activities ... Client Relationship management: * Build and maintain excellent relations with client contacts
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Previous office administration experience. * Previous Wealth Management/Financial Services ...
Quick apply
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Previous office administration experience. * Previous Wealth Management/Financial Services ...
PIA Client Service Associate
Belleville, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
PIA Client Service Associate
Belleville, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
PIA Client Service Associate
Kingston, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
PIA Client Service Associate
Kingston, ON · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Accept/create leads and ensure correct referral coding administration * Submit marketing pieces for ...
Client Associate (RR licensed) CIBC Wood Gundy
Toronto, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Technical Skills - Strong knowledge of portfolio administration, separately managed accounts ...
Client Associate (RR licensed) CIBC Wood Gundy
Toronto, ON · On-site
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Technical Skills - Strong knowledge of portfolio administration, separately managed accounts ...
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Technical Skills - Strong knowledge of portfolio administration, separately managed accounts ...
Client Associate (RR licensed) CIBC Wood Gundy
CA$50K - CA$59K/yr
To learn more about CIBC, please visit CIBC.com As a Client Associate, you will work closely with ... Technical Skills - Strong knowledge of portfolio administration, separately managed accounts ...
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Previous office administration experience. * Previous Wealth Management/Financial Services ...
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Previous office administration experience. * Previous Wealth Management/Financial Services ...
Private Client Associate
Toronto, ON · On-site
CA$46K - CA$70K/yr
... administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What ... Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ...
Private Client Associate
Toronto, ON · On-site
CA$46K - CA$70K/yr
... administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What ... Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ...
Private Client Associate
Toronto, ON · On-site
CA$46K - CA$70K/yr
... administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What ... Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ...
Private Client Associate
Toronto, ON · On-site
CA$46K - CA$70K/yr
... administration and superior service to RBC PH&N Investment Counsel high net worth Clients. What ... Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ...
Senior Associate (Administration & Customer Support)
Toronto, ON · On-site
CA$54K - CA$71K/yr
JOB REQUISITION Senior Associate (Administration & Customer Support) LOCATION CAN TORONTO Our ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associate (Administration & Customer Support)
Toronto, ON · On-site
CA$54K - CA$71K/yr
JOB REQUISITION Senior Associate (Administration & Customer Support) LOCATION CAN TORONTO Our ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associate (Administration & Customer Support)
Toronto, ON · On-site
CA$54K - CA$71K/yr
JOB REQUISITION Senior Associate (Administration & Customer Support) LOCATION CAN TORONTO Our ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associate (Administration & Customer Support)
Toronto, ON · On-site
CA$54K - CA$71K/yr
JOB REQUISITION Senior Associate (Administration & Customer Support) LOCATION CAN TORONTO Our ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
With over $1 trillion in client assets under administration, we offer fund administration, banking ... The Senior Associate will play a key role in the delivery of fund administration services to ...
With over $1 trillion in client assets under administration, we offer fund administration, banking ... The Senior Associate will play a key role in the delivery of fund administration services to ...
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the Senior ... have * MBA, CFA or CPA * Knowledge of credit and credit metrics * Financial Modeling * Work ...
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the Senior ... have * MBA, CFA or CPA * Knowledge of credit and credit metrics * Financial Modeling * Work ...
Director, Client Experience
Toronto, ON · On-site
... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ... Bachelor's degree in business administration or a related field; * Senior broking experience and ...
Director, Client Experience
Toronto, ON · On-site
... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ... Bachelor's degree in business administration or a related field; * Senior broking experience and ...
We are a fast-growing wealth management firm with over $16 billion in assets under administration ... We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio ...
Quick apply
We are a fast-growing wealth management firm with over $16 billion in assets under administration ... We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio ...
Director, Client Experience
Toronto, ON · On-site
... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ... Bachelor's degree in business administration or a related field; * Senior broking experience and ...
Director, Client Experience
Toronto, ON · On-site
... Associate, Client Experience; * Oversees the client service experience, ensuring high-quality ... Bachelor's degree in business administration or a related field; * Senior broking experience and ...
Client Administration Associate information
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Associate Consultant, Group annuity administration
Toronto, ON • On-site
Full-time
Medical, Retirement, PTO
Re-posted 25 days ago
Job description
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Associate Consultant, Group annuity administrationThe Associate Consultant will be responsible managing the DB administration activities for various clients and play a role in managing client relationships. The successful candidate brings consultative skills, project leadership, pension and legislative knowledge to the role as well as the ability to apply best practices to successfully support the Group annuity administration team.
What you will be doing:
Client Relationship management:
- Build and maintain excellent relations with client contacts
- Participate in client meetings, as required
- Ensure the team provides top-quality services to clients
- Provide relevant information to clients on administrative issues and legislative requirements
- Coordinate full spectrum of DB Admin related services including web tools and call centre services
- Use knowledge of client contract and scope of services for invoicing purposes
- Escalate operational issues to Service Delivery Manager to help find solutions in a timely manner
Subject Matter Expertise:
- Verify benefit calculations, annual statements and other relevant reports in accordance with pension plan rules and applicable legislation
- Review annual statements for compliance and consult with client regarding any custom changes
- Prepare membership/payment reconciliations and valuation data including resolution of data issues
- Participate in system testing and ensure testing protocols are followed
- Identify process improvement initiatives, present solutions to internal stakeholders and implement changes, where feasible
- Attend internal training sessions to continue building knowledge of industry topics and trends
Project management:
- Manage daily and yearend functions, ensuring resources are assigned, deliverables are met and risks are identified and mitigated to meet internal standards and service level requirements
- Lead special projects, as required
- Collaborate with resources in other departments
.
Talent management and Coaching:
- Function as a team leader, overseeing work of other team members
- Conduct annual performance reviews and provide performance feedback on a regular basis
- Act as a mentor, supporting growth and development of other team members
- Conduct training sessions
What we're looking for:
- Five - seven years of related DB Pension Administration experience
- Post-secondary education; CEBS or PPAC designation is an asset
- An independent, detail oriented, highly organized, accountable individual willing to take initiative and manage competing priorities
- Strong knowledge of provincial pension and tax legislation
- Exceptional customer focus with strong professional acumen
- Excellent communication, project management, presentation and negotiation skills
- Strong interpersonal, leadership and team building skills
- Proficient knowledge of MS Word, Excel and PowerPoint
- Experience with pension administration software
- Bilingualism (English and French) is an asset
Salary Range: $ 75,000 - $ 100,000
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. We're open to discussing competitive compensation packages tailored to your experience level and expertise.
TELUS Health offers rewarding benefits, which may vary per job function, such as:
Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
Flexibility to work in-office, virtually or a combination of both
Generous company matched pension
Opportunity to give back to communities in which we work, live and serve
Career growth and learning & development opportunities to develop your skills
And much more...
Job Type: This is for a current vacancy.
A bit about us
We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.
TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.
Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.
Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.
By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
About Lifeworks Services
Sourced by ZipRecruiter
Industry
Individual, family and community social assistance
Company size
51 - 200 Employees
Headquarters location
Eagan, MN, US
Year founded
1965