consultant relations associate - insurance - montreal

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job details

montreal, québec
job category
Administrative Support
job type
reference number
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job description

Do you have experience in the field of finance/investments? You are bilingual and you stand out by your ability to develop interpersonal relationships? Are you interested in insurance? We have the ideal position for you in a company very recognized in this field in Montreal! We are currently seeking a client relations associate for a temporary mandate in Downtown.

What are the main responsibilities of the position?

Sales support
• Interact directly with consultants
• Prepare meetings and coordinate preparation calls, briefing notes and all necessary follow-ups
• Prepare and customize documents for consultants meetings
• Oversee bids, liaise with the bids team, ensure deadlines and requirements are met
• Document the activities of the consultants in the CRM system
• Collaborate directly with the Director General of Relations
• Generate custom reports through Salesforce

Customer service
• Issue weekly and bi-weekly management reports in a timely manner to sales and management teams prior to scheduled meetings
• Ensure the consistency of the data presented in the reports
• Collaborate with internal and external partners to deliver products, resolve operational issues and provide quality service to consultants and clients
• Prepare and review consultant and client reports

What are the conditions of the job?
• Competitive salary
• A recognized company in Downtown Montreal
• Location easily accessible by public transit
• Schedule between 8 am and 5 pm - 37.5 hours / week

Did you know Randstad offers benefits for temporary workers?
Randstad Canada offers a comprehensive voluntary benefits package for temporary workers through Sun Life Financial including insurance for health care, dental, critical illness, accidental death and more. This is one of the many advantages of working with us.

What qualifications are required for the Client Relations associate position?
• Relevant 3 to 5 year experience in an investment management or consulting firm in the Canadian market
• Experience in the field of sales, customer service and/or operations
• Bilingualism - French and English (both oral and written)
• Post-secondary degree - CFA is a considerable asset
• Strong interpersonal skills
• Great attention to detail and ability to follow complex tasks
• Good understanding of sales and marketing processes
• Strong capacity for quantitative and qualitative reasoning
• Ability to work independently and manage multiple tasks at once
• Strong writing / editing and communication skills
• Proficient in Microsoft Word, Excel and PowerPoint
• Knowledge of eVestment Alliance, Placemark Investments Canadian Institutional Investment Network, Morningstar and other financial applications
• Experience with the Salesforce Management System

You are the person we are looking for, apply now for immediate consideration.

Online at or
- Send us your current CV to

Do you have additional questions and wish to discuss with us? Contact us directly at 514.350.0031

human forward.


Randstad Canada
Randstad Canada is committed to building a diverse workforce reflective of the diversity of Canada. As a result, we promote employment equity and encourage candidates, especially those who identify as a woman, an Aboriginal person, a person with a disability or a member of a visible minority group, and any others who may contribute to the diversification of our workforce, to apply.

Randstad Canada is also committed to developing an inclusive, barrier-free selection processes and work environments.If contacted in relation to a job opportunity, you should advise your Randstad Representative or your local Randstad branch in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner.Information received relating to accommodation measures will be addressed confidentially.

For all feedback on equity and accommodation needs, please contact your local Randstad Canada Branch.