• Serve as a primary point of contact for client communication and support • Build and maintain strong client relationships through proactive engagement and follow-up • Support onboarding, account management, and ongoing client success initiatives • Coordinate internally with cross-functional teams to ensure seamless service delivery • Maintain accurate client records, workflows, and project updates across company platforms • Assist with outreach, scheduling, reporting, and operational tasks as needed • Utilize automation and workflow tools to improve efficiency and scalability • Quickly learn and adapt to new systems, software, and emerging technologies • Identify opportunities to improve client experience and internal processes

Broker, Financial Services Group 2579460 - Broker, Financial Services Group Are you looking to build your expertise in management liability insurance while collaborating with a dedicated team of professionals in a flexible, hybrid work environment? Join us to make a real impact on the financial services industry and grow your career with Aon’s Financial Services Group! This is a hybrid role to work from our Boston, MA office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed. What the day will look like - Accountable for routine support activities to brokers and senior brokers with defined deadlines, related to renewal strategy documents, proposals, submissions along with data analysis for the placement of insurance solutions. - May facilitate and/or participate in client/broker strategy meetings. - May send requests for quotations to the insurance carriers with opportunities to negotiate programs. - Manages daily work within established guidelines and receives general instructions on newly introduced assignments. - Assists with the processing of policy and related documents. - Provides support to the account management process, when appropriate - With minimal mentorship and supervision, identifies and analyzes client exposures and determines which markets to utilize, ensuring detailed evaluation of qualified companies in the marketplace. How this opportunity is different The Financial Services Group (FSG) is Aon’s dedicated management liability insurance specialty practice with deep experience in directors’ and officers’ (D&O), employment practices liability (EPL), fiduciary, crime, and kidnap, ransom, and extortion (KRE). FSG works closely with Aon’s Cyber Solutions Cyber Broking team to deliver seamless advice and insurance placement across key financial lines, including errors and omissions (E&O). The FSG team comprises insurance professionals dedicated to serving the needs of our clients. Skills and experience that will lead to success Required Experience: - 1+ years of experience within finance or insurance is preferred. - Ability to work independently. - Willingness to obtain Property & Casualty license within 120 days of hire (Aon pays for training material and license). - Proficiency in Microsoft Office - Excel, Word, Power Point and Outlook - Must be detail oriented. - Strong Verbal and Written Communication skills - Capable of prioritizing multiple projects/deadlines - Ability to prioritize workload and timelines efficiently and effectively. - Possesses sophisticated analytical, technical, and problem-solving skills and abilities. Education: Bachelor’s degree or equivalent years of proven experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $80,000 - $90,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.The salary range reflected is based on a primary work location of Massachusetts. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. #LI-KA1 #LI-HYBRID ID 2579460

Engage proactively with clients to identify banking needs and provide tailored advice. Leverage technology to enhance client education, drive sales, and resolve banking issues, fostering strong relationships and ensuring exceptional client experiences.

Title: Client Advisor Location: Ottawa Canada Job Description: What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty. What will you do? - Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities - Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business - Respond to client-initiated contact, assisting them with a full range of financial transactions - Actively listen and engage clients in conversation to further understand their individual needs - Proactively take ownership of resolving and preventing client banking problems - Cultivate and maintain relationships with partners to make the most of business opportunities and referrals What do you need to succeed? Must-have - Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment - Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients - Flexibility, eagerness to learn, strong personal ethics, and a hunger for success - Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) - Must be able to work all business hours Nice-to-have - Track record in building rapport and maintaining client relationships within the financial or service industry - Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. - A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits - Continued opportunities for career advancement - World-class sales training, coaching, and development opportunities - Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training - Opportunity to achieve great success and grow your career with RBC Job Skills Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curious Mindset, Data Analysis, Digital Literacy Additional Job Details Address: 8211 CAMPEAU DR:OTTAWA City: Ottawa Country: Canada Work hours/week: 18 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular - Trainee (Trainee) Pay Type: Salaried Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.