Shareholder Services Client Manager

Job SummaryJob DescriptionWhat is the opportunity? This role will be supporting RBC Investor Services where the incumbent will be responsible for managing daily Recordkeeping activities for over 75 Mutual Fund and Segregated funds Manufacturers. The Associate Director for Shareholder Services typically manages a specialized team comprised of supervisors,...

Job SummaryJob DescriptionWhat is the opportunity?In this role, you will contribute to and draw upon the global expertise and resources of Canada's largest financial institution to tailor financial solutions to assist Canadian privately-owned Upper Middle-Market/Large Corporate clients in meeting their strategic objectives. You will support the Managing...

Job SummaryJob DescriptionWhat is the opportunity? As a Senior Administrator in the Structured Notes team at RBC Investor Services (IS), you will be responsible for instructing the setup and closing of the Notes for Shareholders Services. This a client facing role that requires coordination with our internal stakeholders. Submitting multiple requests to...

Join us in building a world of possibility Holland Bloorview Kids Rehabilitation Hospital is Canada's largest pediatric rehabilitation hospital. We are a top 40 Canadian research hospital that is fully affiliated with the University of Toronto, and we serve over 8,500 families annually. Our vision is to support the most meaningful and healthy futures for all...

Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

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...

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...

JOB PURPOSE The Client Service Representative is responsible for providing timely, accurate, quality client service to lawyers/paralegal licensees and the general public, as well as to internal departments and external stakeholders. This individual is expected to act as a cross-trained client service resource for the Law Society's Resource Centre, Reception,...

An exciting opportunity has arisen for a dedicated and detail-oriented Associate in Fund Finance. The successful candidate will be part of a global team that invests capital on behalf of shareholders and clients across the globe. This role offers the chance to work with a diverse range of clients, including public and private pension plans, sovereign wealth...

ACML's Management team is growing Are you looking for a challenging and rewarding career with Canada's leading provider of customized operations and solutions? If you are a devoted and career-minded professional looking to contribute to a hard-working, dedicated team, we want to hear from you WHO ARE WE? With over 50 years of experience throughout North...

To receive a copy of this posting in French, email Please include the "job title" - French version in the subject line. Pour recevoir une copie de cette annonce en français, écrivez à Veuillez indiquer "job title" - French version dans la ligne de sujet. JOB PURPOSE The Bilingual Client Service Representative, Call Centre, is responsible for providing...

Job SummaryJob DescriptionWhat is the opportunity?Responsible for management of a small team working cohesively with other WM Business Initiatives teams. Working with all levels of the business, other RBC business units and functional/shared services groups, this role will ensure that key initiatives, programs, and projects are delivered on time, within...

Job Description Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...

Job Description Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...

Job Description Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...

Internal Consulting Project Lead Tirecraft Ontario, Ingersoll Supporting the administration for the Employee Share Ownership Plan (ESOP). Participating in the review, management, development, and tracking of legal documentation. Utilizing project management methodologies and business processes to ensure project goals or objectives are accomplished within...

The Company:Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees in more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate...

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...

Annualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We have the experience to ensure their...

Job SummaryJob DescriptionWhat is the opportunity? This role will support the Global Head and/or Director, High Risk Client Management (HRCM) by providing tactical direction and end-to-end ownership and execution of core risk decisions related to the identification, review, management, and escalation of higher risk clients including the risk assessment and...