Client Services Associate
2 weeks ago
Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive, client-facing role.Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive, client-facing role.The Client Services Associate will be responsible for the following:Assist with client onboarding processesManage banking information and trade reconciliationsHandle KYC (Know Your Customer) documents and other compliance-related tasksSupport investment documentation tasksProvide administrative support as neededRequirements5+ years experience in client services or administrative rolesFamiliarity with investment documentationStrong organizational and multitasking skillsAttention to detail and ability to manage sensitive informationExcellent communication and interpersonal skillsIf you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #18465.
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Client Services Associate
1 week ago
Toronto, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
1 week ago
Toronto, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
1 week ago
Toronto, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
7 days ago
Toronto, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
Found in: Jooble CA O C2 - 7 days ago
Toronto, ON, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
Found in: Adzuna CA C2 - 5 days ago
Toronto, ON, C6A, Ontario, Canada Hunter Mercantile Full timeClient 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...
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Client Services Associate
Found in: Appcast CA C2 Glassdoor - 1 week ago
Greater Toronto Area, Canada Hunter Mercantile Full timeClient 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...
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Client Services Associate
Found in: Whatjobs CA C2 - 1 week ago
Greater Toronto Area, Canada Hunter Mercantile Full timeClient Services Associate – Wealth Management The 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...
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Client Services Associate
Found in: Appcast CA A2 P - 1 week ago
Greater Toronto Area, Canada Hunter Mercantile Full timeClient 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...
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Bilingual Client Service Associate
5 days ago
Toronto, Canada Ontario Pension Board Full time**Bilingual Client Service Associate** **Client Services - Client Care Centre** **Key Qualifications**: You have excellent bilingual communication skills in both English and French, with proficiency in written and oral communications. You have the ability to explain technical information to a wide variety of clients and to adjust your communication style...
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Associate Director, Client Services
Found in: Talent CA C2 - 2 weeks ago
Toronto, Canada Cardinal Path Full timeJob DescriptionThe purpose of this role is to own and be accountable for the day-to-day client relationship and all elements of the account including, implementation of the strategic vision for the client, delivery against setting and achieving the annual financial targets, while building a trusted relationship with multiple key client stakeholders.The...
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Associate Director, Client Services
Found in: Talent CA C2 - 2 weeks ago
Toronto, Canada dentsu Full timeCompany Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The...
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Associate Director/ Client Services
1 week ago
Old Toronto, Canada Cardinal Path Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...
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Associate Director/ Client Services
1 week ago
Old Toronto, Canada Cardinal Path Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...
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Associate Director/ Client Services
1 week ago
Old Toronto, Canada Cardinal Path Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...
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Associate Director/ Client Services
Found in: Jooble CA O C2 - 1 week ago
Toronto, ON, Canada Cardinal Path Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...
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Associate Director, Client Services
3 weeks ago
Old Toronto, Canada Dentsu International Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own...
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Associate Director, Client Services
2 weeks ago
Old Toronto, Canada Cardinal Path, LLC Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own...
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Associate Director, Client Services
2 weeks ago
Old Toronto, Canada Cardinal Path, LLC Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own...
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Associate Director, Client Services
2 weeks ago
Old Toronto, Canada Dentsu International Full timeMerkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...