Client Services Associate

2 weeks ago

Toronto ON CA, Ontario The Vantage Talent Group Full time
Client Engagement
• Support core case requests by completing cases for core clients.
• Ensures clients are taken care of promptly and professionally.
• Prepare and pre-fill new account applications and maintenance paperwork.
• Build, update, and retain Client Relationship Management (CRM) systems.
• Ensure smooth onboarding and funds transfer process.
• Name documents according to each client's preferences and assist in adhering to compliance rules by saving paperwork to the appropriate client file, while maintaining segregation between multiple client entities
• Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules about electronic signatures.
• Send outbound paperwork to clients using courier, dependent upon request.
• Quality Check and submit & track signed paperwork to the custodian for processing.
• Ensuring client meetings and events are positive, personal, memorable, and referrable. Investment Management Support
• Review and update the fee audit process by ensuring the performance on the security, portfolio, and household level is calculated correctly and timely. • Provides trading and ensures trades are placed within the model and according to advisor/client intentions. • Assist and oversee margin accounts, cash flow and fees and provide advisor, management and client updates as needed. • Setting up money movement systems for contributions and withdrawals.
Team Support Optimization
• Overview support of the general inbox • Ensure the team is ready and prepped for upcoming client meetings. • Other responsibilities as dictated by the needs of the business in areas of sales, client service, and administration. • Provide support to Service Team, and Advisory Team as required.
Advisory
• Engage and prepare client onboarding requirements. • Update CRM with client tasks and work through the client process. • Support client initiatives, statements, and portfolios for various types of investment accounts (i.e. Registered, and Non-Registered Accounts, Corporate, and Trust Entities)
Compliance
• Follow compliance standards and protocols.

Experience and Education: • Excellent Microsoft Office and Adobe skills (excel/word/pdf/PowerPoint) • Completion of CSC (preferred) • Ideally 2-3 years of experience in a financial services firm • Strong leadership experience demonstrated. • Experience with Securities, Financial Planning, Investments, and Insurance a plus. • Experience working within various Custodian Platforms (Sunlife, NBIN, Fidelity, Schwab, TD, etc.)

  • Client Relations Associate

    1 day ago

    Toronto, Ontario, Ontario, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial ServicesThe Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations,...

  • Hadoop Developer

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to...

  • UFT/LeanFT QE Automation Analyst

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to...

  • BSA for Portfolio Management, Wealth Management BS

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to...

  • Delivery Manager

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    TCS is an equal opportunity employer, and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to create a workforce that reflects the societies we operate in. Our continued commitment to Culture and Diversity and is reflected in our people stories across our workforce implemented through...

  • Data Quality Analyst

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    About TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to...

  • Client Care Specialist

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada SENTALER Full time

    COMPANY DESCRIPTIONSENTALER is a fast-growing, global luxury fashion company based in Toronto. Our mission is to inspire and empower our consumers and community through our collections and partnerships. Creativity and attention to detail is at the forefront of our strategy, while we strive to empower individualism, inclusivity and diversity and continuously...

  • Analyst - Power BI and Servienow Reporting.

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    TCS is an equal opportunity employer, and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to create a workforce that reflects the societies we operate in. Our continued commitment to Culture and Diversity and is reflected in our people stories across our workforce implemented through...

  • Network Administrator

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    TCS is an equal opportunity employer, and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to create a workforce that reflects the societies we operate in. Our continued commitment to Culture and Diversity and is reflected in our people stories across our workforce implemented through...

  • Oracle DBA

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Tata Consultancy Services Full time

    TCS is an equal opportunity employer, and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to create a workforce that reflects the societies we operate in. Our continued commitment to Culture and Diversity and is reflected in our people stories across our workforce implemented through...

  • Research Associate II

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Apex Systems Full time

    Research Associate II - FormulationsApex Systems is a large staffing and consulting firm and we are looking for a Formulation Scientist with a Chemistry/Biochemistry/Bioengineering background with and experience with formulation, in-vitro mammalian cell assays, and cell bioengineering to place at our Biopharma client.Client: Innovative Biopharma...

  • Client Data Analyst

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Mehra Wealth Management - CIBC Private Wealth 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 and...

  • Manager, Compliance Services

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Loopstra Nixon LLP Full time

    Loopstra Nixon LLP is a dynamic team of client-focused lawyers who play a pivotal role in shaping the landscape of business and public law in Canada. With a commitment to delivering exceptional service through tailored client solutions, our top-tier team of legal talent possesses unique and diverse skillsets, ensuring that clients can rely on us for any and...

  • Senior Associate

    2 weeks ago

    Toronto, Ontario, Canada Harmonic Fund Services Full time

    Salary: Job Summary:The Senior Associate - Investor Services will be responsible for the daily client servicing, recording and review of complex securities trading while meeting the very tight reporting deadlines and demanding obligations of Harmonic clients. Responsibilities include cash management, review/execution of bank, custody and prime broker...

  • Eviction Prevention in the Community

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada TNG Community Services Full time

    GENERAL DESCRIPTION : The Corner Drop-In serves individuals who are low-income, socially isolated, homeless and hard to house. Our inter-disciplinary team provides resources, counseling and referrals that assist with long term solutions to individuals’ housing, health and financial needs. We specialize in mental health and harm reduction services.The...

  • Associate, Client Service

    3 weeks ago

    Toronto, Ontario, Canada Kantar Full time

    We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply Job DetailsLocationToronto, Queen's Quay EastCanadaKantar Rewards StatementAt Kantar we have an integrated way of rewarding our people based around a simple, clear and...

  • Director of Product Management

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Martyn Bassett Associates Full time

    About the Client:Our client, a North American venture-backed HR tech startup, which has scaled to $100M ARR and a workforce surpassing 400, is pursuing ambitious growth.The Opportunity:Our client is looking to add a brand new Lead Product Manager to their Employee Engagement SaaS organization.In this role, you will own the roadmap for their suite of...

  • Senior PeopleSoft Support Analyst

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Spyre Solutions Full time

    Spyre Solutions is Canada’s leading PeopleSoft dedicated consultancy, operating for nearly 25 years supporting clients in Canada, the US and Europe. Spyre has evolved a unique support organization, and has recently expanded our client support base by 3 new Public Sector Clients.As a result of this expansion, Spyre is looking for Senior PeopleSoft support...

  • Director Industrial Field Services

    2 weeks ago

    Toronto, ON, C6A, Ontario, Canada Reimer Associates Inc. Full time

    Our client, located in the GTA east, is a market leader in the Industrial Battery Industry in Canada. They are looking for a Director, Industrial Field Services to join their team. Reporting to the Vice President, the Director, Industrial Field Services is responsible to manage and oversee effective and profitable service and installation plans , objectives,...

  • Private Client Associate

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.What will you do? Respond to...