Customer Relations Executive – Tax

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The Client Relations Executive performs the central advice role for the client. The CRE builds valuable, long-term relationships with clients by seeking to understand their financial, business, personal, and estate goals to curate the appropriate insurance strategy.

Although there will be opportunities to develop referral and self-sourced business, the focus is to align, develop, implement, and maintain comprehensive strategies with each client in the assigned portfolio. The CRE will work closely with internal partners as well as external client partners in tax, legal, and financial realms to bring the strategy to life. In so doing, the CRE will be supported by Business Development Executives and Client Relations Associates to provide a collaborative, efficient, and exceptional client experience. Given the heavy relationship component of the role, charisma, relatability, and authenticity are imperative in addition to the required functional skills.

Salary expectations: $140,000 – $160,000 per annum

Responsibilities:

• Engage clients in detailed discovery meetings following the internal Client Model. Seek to fully understand clients’ personal and business financials, family circumstances, goals, and objectives while building a lasting connection.
• Collaborate and navigate relationships with client partners, including but not limited to their banking, legal, tax, and accounting advisors to execute the client’s strategy.
• Employ technical expertise and collaborate with internal partners to provide customized, accurate insurance/strategy illustrations.
• Efficiently and effectively manage the end-to-end client journey, utilizing the CRM system and other applicable tools, to guide the client from engagement to strategy completion.
• Maintain appropriate contact with the client post-strategy implementation and through the annual review process. Conduct annual review preparation and meetings with clients/partners to discuss progress, present revised modeling, and continue the client journey.
• With the support of a Client Relations Associate, manage timelines and dedicated follow-up for multiple clients in an effective manner.
• Liaise with insurance companies and financial institutions to ensure client applications are processed effectively.
• Identify referral opportunities through connections with executives, referral sources, and centers of influence from an array of industries including finance, agriculture, and professional sectors.
• professionally represent the organization to best reflect our reputation of integrity and excellence.
• Perform other related duties as assigned.

Qualifications/Education:

• Ten plus years of business development or consulting experience in financial services, accounting, or wealth management.
• Experience in a relationship management role, having grown and developed a portfolio of clients delivering an exceptional client experience.
• Hold or obtain LLQP License in all Provinces excluding Quebec.
• CPA or CFA designation and comprehensive tax course are an asset.
• Experience with the Canadian insurance market, banking, and estate planning.
• Knowledge of life insurance industry regulations, products, and trends is desirable.
• Proficiency in MS Office Suite and HubSpot CRM systems.

Attributes:

• Ability to establish effective rapport with clients and colleagues at all levels.
• Adept at working in a team-oriented, collaborative environment with a strong focus on the client experience.
• Strong communication and presentation skills with the ability to effectively connect with the audience.
• Entrepreneurial spirit balanced with a commitment to process. Proven problem-solving initiative, adaptability, and growth mindset.
• Self-driven, capable of navigating multiple priorities, and results-oriented.
• Express a positive and coachable attitude in a variety of situations.

Competencies:

• Results Orientation – Focus on the right activities and behaviors that will generate the preferred outcome. Employing an entrepreneurial spirit.
• Empathy – Consideration of how all actions impact the client. Relating to everything from the client’s perspective to best formulate communication.
• Accountability – Taking personal responsibility for all work and interactions. Proactively assessing performance against expectations and taking the appropriate steps to achieve/grow.
• Organization – Developing, implementing, and reporting on progress against plans and priorities for each client solution. Ensuring appropriate organization of documents, follow-up, and communications.
• Collaboration – Inviting perspectives from colleagues and partners at every interaction to ensure a seamless experience in the best interest of the client. Proactively sharing information, cooperating, and being a catalyst for the growth of all team members.
• Initiative – Proactively completing necessary components to produce the desired result. Thoroughly and accurately acting with responsiveness.
• Communication – Clear and effective articulation in all forms of communication – verbal, written, non-verbal, presentation, etc. Inclusive of utilizing the proper mode of communication to suit the situation.
• Strategic Influence – Utilizing a thoughtful method of persuasion with clients, partners, and colleagues that tends to result in cooperation as opposed to compliance.
• Growth Mindset – Operating with the belief that even the most experienced can continue to improve through effort, learning, and persistence. Understanding one’s abilities is not innate. Embracing a coachable attitude.
• Integrity – Employing the above competencies without ever sacrificing honesty or principle.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

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