Current jobs related to Client Service Associate - North York - The Successful Investor

  • Client Service Associate

    3 weeks ago

    North York, Canada JP Grease Trap Service Inc. Full time

    **Job Summary** **Responsibilities**: - Communicate with clients to understand their needs and provide appropriate solutions - Manage client accounts and build strong relationships through effective account management - Collaborate with the routing team - Support project management initiatives related to client services - Provide excellent customer service...

  • Client Services Associate

    4 weeks ago

    North York, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsi

  • Client Service Associate

    3 months ago

    North York, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

  • Client Service Associate

    2 days ago

    North York, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

  • Client Service Associate

    3 months ago

    North York, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

  • Client Services Associate

    4 weeks ago

    North York, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

  • Client Services Associate

    4 weeks ago

    North York, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

  • Client Services Associate

    4 weeks ago

    North York, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and requests, providing...

  • Client Service Associate

    4 months ago

    North York, Canada The Successful Investor Full time

    **Client Service Associate - Successful Investor Wealth Management Inc.** We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. **KEY RESPONSIBILITIES**: - Liaison with the appropriate...

  • Client Services Associate

    4 weeks ago

    North York, ON, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

  • Client Services Associate

    4 weeks ago

    North York, ON, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

  • Client Service Associate

    3 months ago

    North York, ON, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc. We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is...

  • Client Service Associate

    3 months ago

    North York, ON, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc. We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is...

  • Client Service Associate

    4 months ago

    North York, ON, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

  • Client Service Associate

    4 months ago

    North York, ON, Canada The Successful Investor Full time

    Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

  • Client Services Associate

    4 weeks ago

    North York, Ontario, Toronto, Canada Altis Recruitment Full time

    Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests,...

  • Client Service Associate

    4 months ago

    North York, Canada Next Employment Full time

    **Responsibilities** - Data entry of client lists and updating financial data - Preparing invoices, sending out invoices and following up for client payments - Any office duties as required by Management **Requirement** - Excellent analytical and problem-solving skills. - Excellent Communication skills - Need an year of experience in Customer Service...

  • Client Services Representative

    4 months ago

    North York, Canada Educators Financial Group Full time

    Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

  • Customer Service/sales Associate

    3 months ago

    North York, Canada Out Reach Management Full time

    We are a cutting-edge Business Consulting firm dedicated to delivering exceptional customer relations and driving sales revenue for our clients. We are committed to manufacturing solutions that push the envelope and redefine the future of our industry. Our Customer Service and Sales Associates play a commanding role within the company and collaborate with...

  • Customer Service/sales Associate

    4 weeks ago

    North York, Canada Out Reach Management Full time

    We are a cutting-edge Business Consulting firm dedicated to delivering exceptional customer relations and driving sales revenue for our clients. We are committed to manufacturing solutions that push the envelope and redefine the future of our industry. Our Customer Service and Sales Associates play a commanding role within the company and collaborate with...

Client Service Associate

3 months ago

North York, Canada The Successful Investor Full time

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Success