Client Relationship Consultant Ventura Ca jobs at Us Bank in Canada
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52 jobs found
24.04.2025
TB
Td Bank PIC Private Client Service Associate Canada, British Columbia, Vancouver
Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation. Craft reports for analysis of client accounts. Accept/create leads and ensure administrative documentation and lead coding. Provide a...
Serve as a key liaison between portfolio management and relationship management / business development teams to identify opportunities and support the design of investment solutions for clients and consultants. Engage...
Prepare documentation and provide updates to IAs in preparation for client meetings. identifyreferral opportunities. Accept/create leads and ensure correct referral coding administration. Submit marketing pieces for approval, compile client information...
65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on...
Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience. Lead all aspects of relationship management for an assigned portfolio. Act as...
Prepare documentation and provide updates to IAs in preparation for client meetings. Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation. Craft reports for analysis of client accounts. Accept/create leads and ensure administrative documentation and lead coding. Provide a...
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