Client Experience Associate
1 month ago
POSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in compliance with our policies. Assist the CPMs in the completion of all tasks related to client relationship management activities, including preparing and organizing material, scheduling, and meeting set-up to our preferred standard, in person or on-line Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines Collaborate with other team members in joint projects (business development, special events, process improvement, etc.) Provide Reception desk coverage and event support as required QUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES, EXPERIENCE) Education and Experience Post-secondary education preferred Minimum five years of experience working with senior management in a direct support role Excellent interpersonal and client service skills Ability to focus on detail and accuracy of client documents and communication Financial services industry or Wealth Management experience an asset Job Specific Competencies: Minimum two years of relevant experience within the financial services industry Previous experience in onboarding of clients and ongoing client service support is an asset General knowledge of the investment industry and financial markets Exemplary service orientation and interpersonal skills and attention to detail Results-oriented; ability to work under pressure and manage priorities and take direction Ability to work independently but also essential to be a team player Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook Excellent verbal and written communication skills in English Record and update client contacts and other related information in appropriate CRM system Complete the account opening process for clients Assist with annual Know Your Client, (KYC) updates Facilitate modification in investment policies for each account (update appropriate systems, advise and follow up with the Compliance department) Coordinate various administrative tasks and ensure the appropriate follow up KEY RELATIONSHIP / CONTACTS Cumberland Staff Cumberland Clients and Prospective Clients SUPERVISORY RESPONSIBILITIES None WORKING CONDITIONS Working hours (standard 40 hours (8:30 -5:30)) Completion of tasks within a fixed time frame Occasional requirement to work overtime Interested professionals should forward their resume and cover letter to careers@cpwm.ca and kindly reference “Client Experience Associate” opportunity.
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Client Experience Associate
3 weeks ago
Toronto, ON, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the...
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Client Experience Associate
3 weeks ago
Toronto, ON, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the...
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Client Experience Associate
3 weeks ago
Toronto, ON, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the...
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Client Experience Associate
2 months ago
Toronto, Canada HSB Canada Full timeClient Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...
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Client Experience Associate
2 days ago
Toronto, Canada HSB Canada Full timeClient Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...
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Associate, Client Experience
2 weeks ago
Toronto, Canada Fiera Capital Full timeAt Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...
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Associate, Client Experience
7 days ago
Toronto, Ontario, Canada Cavellrisk Full timeThe Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in...
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Client Experience Associate
7 days ago
Toronto, Ontario, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY:The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the opening...
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Client Experience Associate
1 month ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
4 weeks ago
toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
4 weeks ago
toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
4 weeks ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
3 weeks ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
7 days ago
Toronto, Ontario, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and CPMs Complete the...
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Client Experience Associate
3 weeks ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
3 weeks ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Client Experience Associate
3 weeks ago
Toronto, Canada Cumberland Private Wealth Management Inc. Full timePOSITION SUMMARY: The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: Respond promptly and effectively to requests from clients, advisors and...
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Director, Client Experience
2 months ago
Toronto, ON, Canada Cavellrisk Full timeThe Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team...
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Associate, Client Experience Group
3 weeks ago
Toronto, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
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Associate, Client Experience Group
7 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...