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...
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