John Moks | Bachelor’s Degree, Economics

Client Relationship Leader

Toronto, Canada Exp Salary: 120,000 Points: 190

Career Summary

Accomplished, dynamic Account Management and Sales Executive Leader with extensive expertise in the Financial Services industry. Proficient in building high-impact portfolio relationships within the f...

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Professional Skills

Attention to detail Fast learner Hard worker Patience Microsoft office suite Sales Client Relationship Strategic Oversight Growth Generation Revenue Generation Account management Operational Leadership Service Delivery Risk Management Strategic Planning Budgeting Forecasting C-Suite Management Key Account Management Business development Sales Strategy Benefits Administration Group Retirement Executive Relationship Consultative Selling Negotiation Proposal Leadership RFP Leadership Broker Collaboration Consultant Collaboration Cross-Selling Strategic Account Client Success Client Retention Account Planning Profitability Management Client Advocacy Upsell SLA Oversight Wallet Share Expansion Executive Client Reviews Presentations Risk Identification Risk Mitigation Institutional Investor Asset Servicing Capital Markets Securities Services Strategy Execution Fee Negotiation Contract Negotiation Governance AML KYC Pricing Reviews