Jason Smith

Senior Client Relationship Manager @Manulife

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2008 — Present

Senior Client Relationship Manager @Manulife

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Responsible for diverse clientele of pension/retirement programs with diverse and evolving job responsibilities focused on client satisfaction. Pro - active approach to client needs including additional solutions to meet client satisfaction over and above published service standards. Build and enhance client relationships by strengthening communication between clients and the internal administration team. Proven experience maintaining and managing existing client base along with being an integral part of the on going sales process transitioning new clients.

SKILLS

Mutual FundsRisk ManagementInsuranceBusiness Process ImprovementEmployee BenefitsProcess ImprovementVendor ManagementInvestmentsSales PresentationsStrategic PlanningNegotiationSales ManagementRetirementSalesFinancial ServicesCrmRetirement PlanningTrainingCustomer SatisfactionNew Business DevelopmentBusiness DevelopmentLeadershipWealth ManagementProgram ManagementManagement

ABOUT JASON SMITH

A skilled financial services client relationship manager with ability to provide…

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Jason Smith — Senior Client Relationship Manager at Manulife in Vancouver, BC, CA | Unifers