Client Service Associate
1 week ago
Secteur d’activité: Gestion de patrimoine TD
À ce poste, vous offrirez un niveau élevé de soutien en matière de ventes et de service aux planificateurs financiers, Gestion de patrimoine TD dans le cadre de revue des progrès, de prise de contact avec le client et d’expansion des affaires. li>Contribuer aux ouvertures et aux transferts de comptes, aux transferts en espèces, aux formulaires électroniques et aux autres demandes administratives et transactionnelles des planificateurs et des clients, rapidement et avec exactitude, ainsi que fournir des conseils, au besoin.Offrir aux planificateurs financiers un soutien en matière de vente en ciblant des occasions de croissance de l’actif net et de revenus et en communiquant avec des clients potentiels.Recueillir et analyser les données pour cerner et résoudre les problèmes complexes, et les transmettre à un niveau supérieur, au besoin.Créer une expérience positive à chaque interaction et rechercher des moyens pour améliorer les ventes et le service de manière continue.Participer pleinement en tant que membre de l’équipe et promouvoir un milieu de travail positif axé sur le service.Diplôme universitaire ou collégial ou au moins deux années d’expérience dans le domaine Réussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) de Formation mondiale CSI.Réussite du Cours relatif au Manuel sur les normes de conduite (MNC) de Formation mondiale CSI dans les 180 jours suivant la date d’entrée en fonction Excellentes compétences en communication en vue de travailler en équipe et de façon autonome, d’offrir des services d’aide et d’établir des relations Bilingue français et anglais-
Financial Client Services Associate
2 months ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeh3>Financial Services Associate - Montreal Apply locations: Montréal, QC time type: Full time posted on: Posted Yesterday time left to apply: End Date: November 9, 2024 (14 days left to apply) job requisition id: 2423116 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Personal and Business...
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Financial Client Services Associate
1 month ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timep> time left to apply End Date: November 23, 2024 (13 days left to apply) job requisition id 2418855 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Personal and Business Banking Team, you’ll partner with...
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Client Support Associate
4 weeks ago
Montreal, Quebec, Canada Artech LLC Full timeJob DescriptionWe are seeking a highly skilled Client Support Associate to join our team at Artech LLC in Montreal, QC.As a key member of our Investment Support Group Team under Investment Services, you will be responsible for overseeing administrative duties related to client communications management and record keeping.Key Responsibilities:Maintain...
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Financial Services Associate
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeRoyal Bank of Canada is seeking a highly skilled Financial Services Associate to join its Wealth Management team.Job SummaryThis is an exciting opportunity for a motivated and detail-oriented individual to provide exceptional client service and support to Investment Advisors in the management of client accounts.The ideal candidate will have strong working...
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Client Service Associate
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeOverviewThe Toronto-Dominion Bank (Canada) is a leading global financial institution dedicated to delivering legendary customer experiences. We are committed to enriching the lives of our customers, communities, and colleagues.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Client Service Associate in our Investment Banking...
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Client Service Associate for Investment Advisor
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAre you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...
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Strategic Corporate Client Group Associate
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeCorporate Client Group Associate: Driving Excellence in Business DevelopmentRoyal Bank of Canada is committed to empowering individuals to achieve their full potential. As a Corporate Client Group Associate, you will play a vital role in driving business development and contributing to the success of our esteemed clients.Salary Range: $65,000 - $85,000 per...
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Wealth Management Associate
1 week ago
Montreal, Canada National Bank Full timeWelcome to National Bank, where we strive to have a positive impact on peoples' lives. Our mission is built on partnership, agility, and empowerment.About UsWe are the fifth largest investment brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches.Job DescriptionThis...
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Strategic Client Service Associate
4 weeks ago
Montreal, Quebec, Canada Manulife Full timeCompany OverviewAt Manulife, we are a leading international financial services group that helps people make their decisions easier and lives better. We operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. Our global headquarters is located in Toronto, Canada.SalaryThe estimated annual base...
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TD Client Service Representative
4 weeks ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout The Role: We are seeking a highly skilled and dedicated individual to join our team as a PIA Client Service Associate. In this role, you will provide exceptional client service, support investment advisors, and contribute to the growth and success of our business. Job Summary: This is a unique opportunity to build your career in a dynamic and...
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Associate, Client Services
5 months ago
Montreal, Canada LOGICIELS PROSPECTS INC. Full timeDescription : Qui sommes-nous? Prospects solution de Corelogic offre deux des outils de productivité et de marketing les plus essentiels sur lesquels les agents immobiliers dépendent tous les jours: un CRM immobilier et de la recherche immobilière mobile. Notre CRM facilite la croissance des affaires des professionnels de l'immobilier. C'est un...
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Wealth Management Associate
4 weeks ago
Montreal, Quebec, Canada NBC Full timeUnlock Your Potential as a Wealth Management AssociateBecome a key player in our Wealth Management team at National Bank, where you will have the opportunity to demonstrate your ability to work collaboratively with clients and colleagues. As an Associate in this dynamic role, you will support investment advisors in delivering exceptional customer service...
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Client Service Liaison Specialist
1 week ago
Montreal, Quebec, Canada David Aplin Recruiting Full timeWe are seeking a highly skilled Client Service Associate to join our team at David Aplin Recruiting. This is a 1-year contract position with potential for extension, providing an excellent opportunity for candidates to gain valuable experience in the financial services industry.The ideal candidate will have 1-3 years of call center experience, preferably in...
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Client Service Associate
7 days ago
Montreal, Canada Société Financière Manuvie Full timep>The AdminAdvantage Administration team within the Manulife Group Benefits organization links people, technology, and expert services to simplify benefits administration and provide a consistent, powerful member and client experience. Our vision is to be recognized as the partner of choice within the industry for benefits solutions and benefits...
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Business Development Associate
4 weeks ago
Montreal, Quebec, Canada Dialectica Full timeWe are seeking a highly motivated and results-driven Business Development Associate to join our Client Service Team in Canada.As a Business Development Associate, you will play a key role in identifying and securing new business opportunities for our clients, leveraging your exceptional communication and interpersonal skills.This is an excellent opportunity...
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Associate Program
2 months ago
Montreal, Canada Dialectica Full timeAbout DialecticaDialectica is a B2B information services firm that serves the world's top business professionals, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions.Driven by our mission to achieve unparalleled customer recognition, we are developing the most trusted and...
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Director of Client Services
2 weeks ago
Montreal, Canada Evolving Web Full timeDo you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...
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Director of Client Services
2 months ago
Montreal, Canada Evolving Web Full timeDo you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...
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Director of Client Services
1 month ago
Montreal, Canada Evolving Web Full timeDo you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...
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Montreal, Canada AURAY Full timeENGLISHVERSIONFOLLOWSAvocat(e)Client le priv e (fiducies et planificationsuccessorale)Compagnie: un grand cabinet juridique reconnu pour leurexcellenceEmplacement: Montr alChezSHORE & Associ s membredAuray nous sommes une quipe de recruteurs dvou s et sp cialis s dans le domaine juridique. Nous avons uneexcellente compr hension du march autant les besoins...