Current jobs related to Client Service Associate - Saskatoon - MD Financial Management

  • Client Services Associate

    1 month ago

    Saskatoon, Saskatchewan, Canada Kaizen Lab Inc. Full time

    Position OverviewThe role of the Client Services Associate is to meet the membership sales objectives of the organization, enhance member retention, and deliver outstanding service to all clients and visitors.Key ResponsibilitiesCreating a friendly and inviting environment for all clients, visitors, staff, and volunteers.Welcoming each client and visitor...

  • Client Service Associate

    3 months ago

    Saskatoon, Canada MD Financial Management Full time

    Requisition ID: 200349 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Associate Client Executive

    3 weeks ago

    Saskatoon, Canada Marsh & McLennan Companies Full time

    h3>Associate Client ExecutiveApplyRemote Type: HybridLocations: Saskatoon - 22nd Street, Calgary - 3rd Avenue SWTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: R_277102Company:MarshDescription:Customer and client expectations are constantly evolving. Technology is developing faster than the market can keep up with. At Marsh, our people...

  • Warehouse Associate

    3 months ago

    Saskatoon, Canada Petro Service Limited Full time

    **K.W. Petroleum Services **, a Petro Service Limited company, is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, **Petroservice** evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our...

  • Warehouse Associate

    3 months ago

    Saskatoon, Canada K.W. Petroleum Service Full time

    **K.W. Petroleum Services **, a Petro Service Limited company, is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, **Petroservice **evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our...

  • Client Associate

    4 months ago

    Saskatoon, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd Full time

    **Client Relations Associate** Join our Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund - the first and longest-standing Provincial Retail Venture Capital...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Pro

  • Associate Client Executive

    4 weeks ago

    Saskatoon, Canada Marsh & McLennan Companies Full time

    Associate Client ExecutiveApplyRemote Type: HybridLocations: Saskatoon - 22nd Street, Calgary - 3rd Avenue SWTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: R_277102Company:MarshDescription:Customer and client expectations are constantly evolving. Companies are merging at historic rates. Technology is developing faster than the market can...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in...

  • Client Services Specialist

    1 month ago

    Saskatoon, Saskatchewan, Canada Hand & Stone - Saskatoon Full time

    MAKE A DIFFERENCE and embark on a rewarding career in Massage Therapy at Hand & Stone - Saskatoon.The Spa Associate serves as the initial point of contact for clients at Hand & Stone Massage and Facial Spa. Responsibilities include warmly welcoming clients both in person and over the phone, managing appointment bookings, maintaining client files, and...

  • Client Services Specialist

    1 month ago

    Saskatoon, Saskatchewan, Canada Hand & Stone - Saskatoon Full time

    MAKE A DIFFERENCE and build a rewarding career in the field of Massage Therapy at Hand & Stone - Saskatoon.The Spa Associate serves as the initial point of contact for clients at Hand & Stone Massage and Facial Spa. This role involves warmly welcoming clients both in person and over the phone, managing appointment bookings, maintaining client files, and...

  • Client Services Specialist

    1 month ago

    Saskatoon, Saskatchewan, Canada Hand & Stone - Saskatoon Full time

    MAKE A DIFFERENCE and build a rewarding career in the field of Massage Therapy at Hand & Stone - Saskatoon.The Spa Associate serves as the initial point of contact for clients at Hand & Stone Massage and Facial Spa. This role involves warmly welcoming clients both in person and over the phone, managing appointment bookings, maintaining client files, and...

  • Client Financial Services Advisor

    1 month ago

    Saskatoon, Saskatchewan, Canada Canadian Imperial Bank of Commerce Full time

    Position Title: Financial Services AssociateEmployment Type: Temporary (Fixed Term)Time Commitment: Full timeAt the Canadian Imperial Bank of Commerce, we are dedicated to fostering a relationship-focused banking environment that meets the needs of today's clients. As a key member of the Personal and Business Banking division, you will collaborate with...

  • Library Client Service Associate

    4 months ago

    Saskatoon, Canada Saskatchewan Polytechnic Full time

    **Competition Number** - P14039**Posting Title** - Library Client Service Associate (Casual 2023-2024) Saskatoon**Classification** - Band 2**Location** - Saskatchewan Polytechnic Saskatoon Campus**Other Location(s)** **Building** - Saskatoon Campus, 33rd St.**Other Building** - Saskatoon Campus, Ave W**Date Posted** - 02/09/2024**Closing Date** -...

  • Indigenous Financial Services Project Coordinator

    1 month ago

    Saskatoon, Saskatchewan, Canada 3R Truck Service Full time

    Indigenous Financial Services Project CoordinatorCompany Name: 3R Truck Service3R Truck Service is looking for a Project Coordinator to join their team focused on collaborating with Indigenous Communities. As a member of the Assurance & Accounting division, you will support clients in improving their financial oversight through a variety of services. Your...

  • Client Relations Associate

    4 weeks ago

    Saskatoon, SK, Canada Westcap Mgt. Ltd. Full time

    Join Westcap's Communications team as a full-time Client Relations Associate and be part of a company that is driving positive impact. At Westcap, we’re proud to invest in local companies through our specialized family of funds including Golden Opportunities Fund – the first and longest-standing Provincial Retail Venture Capital (RVC) Fund in...

Client Service Associate

4 months ago

Saskatoon, Canada MD Financial Management Full time

Requisition ID: 200349

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.

As a Client Service Associate, you will be responsible for providing administrative and operational support to Financial Consultants & Portfolio Managers.

Is this role right for you? In this role you will:

  • Provide service and sales support to Financial Consultants and Portfolio Managers, responding to all inquiries from current and prospective clients concerning MD products and services
  • Be accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests
  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
  • Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
  • Book client meetings, prepare files, send meeting reminders, and respond to time-sensitive requests from Advisors during client meetings
  • Process documentation related to new accounts and trade requests & input transaction requests, confirming all regulatory requirements are adhered to
  • Identify opportunities, anticipate client needs, & partner with other lines of business to arrange mutually beneficial client contact strategies
  • Support and participate in the research and resolution of a variety of complex client concerns
  • Adhere to professional standards including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank's risk appetite and culture into consideration
  • Ensure that monthly compliance-related tasks, such as compliance reporting logs and follow up on non-compliant paperwork, are completed
  • Liaise with Accountants and third parties to provide tax documents or statements as requested
  • Be responsible for other general office duties, including reception coverage as required


The Must Haves:

  • College diploma or university degree in business, commerce or equivalent
  • 2 years' experience in an administrative or clerical position, preferably within the financial services industry
  • IIROC licensed as an Investment Representative which includes the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 30- day training
  • Proficiency with Microsoft Office Suite
  • Working knowledge of CRM2


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • A dedication to client service
  • Strong organizational skills
  • Strong attention to detail and follow-through skills
  • Excellent verbal and written communication skills
  • Initiative and are resourceful
  • An ability to work independently or effectively within a team
  • An ability to manage multiple priorities in a fast- paced environment
  • An ability to effectively manage change
  • A focus on achieving results

Location(s): Canada : Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.