Client Service Associate
4 weeks ago
Client Service Associate (CSA) – Planning & Scheduling (Part‑time 0.5) Join our Visiting Nursing program. The CSA facilitates intake of new clients and assignment of clients to service providers, ensuring caseloads are properly balanced, client expectations met, and service levels achieved. Key Responsibilities Maintain service provider schedules (master rotations and availability) as directed by site program management. Document and communicate updates to clients, service providers, and VON staff. Collect information from clients/families and assign clients to providers using Procura. Use local geography knowledge to maximize continuity of care while respecting agreements and planning rules. Track daily changes such as authorization updates or care plan changes. Reschedule client visits when staffing changes occur. Triage client information within defined timelines. Enter referral data into the client database. Collaborate with the team on risk‑management issues. Monitor the CellTrak Portal to ensure providers arrive/depart safely and to detect care variances. Maintain client and staff confidentiality. Common Responsibilities Promote VON’s values and integrated community care role. Support a safe, healthy workplace per provincial OHS regulations. Adhere to VON policy, confidentiality, and confidentiality-safeguarding practices. Collaborate with colleagues for service delivery. Relationships Work with site program management to forecast staffing needs. Engage providers, clinical resources, clients, and families as needed. Coordinate with other CSAs, program managers, and supervisors. Education & Experience High school diploma and office administration certificate or equivalent required. University/college education preferred. Medical terminology certificate a plus. Proficiency in MS Office, Outlook, faxing, database management. Minimum 1 year scheduling experience preferred. Unionized/hospital or health‑care environment experience a plus. Contact‑center customer‑service experience a plus. Experience with Procura scheduling software a plus. Skills Planning, organization, and coordination. Thrives in fast‑paced, deadline‑driven environment. Excellent oral and written communication. Problem‑solving and adaptability. Team collaboration. Strong customer‑service orientation. Computer literacy; keyboarding 45+ wpm. Can perform routine physical tasks (lifting, bending, reaching). Other Requirements Current criminal background check (vulnerable sector screen) required. Use of personal protective equipment (PPE) may be required. Working Conditions Detail‑oriented, dynamic environment; requires walking, standing, carrying, bending, reaching, kneeling, fine hand movements. May need to climb stairs. #J-18808-Ljbffr
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PIA Client Service Associate
2 weeks ago
Alton, Canada TD Securities Full timePIA Client Service Associate Location: Thunder Bay, Ontario, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay Range: $38,300 - $51,700 CAD Commission-based earnings available. Base pay may vary based on skills, experience, and location. Please discuss details with recruiter. Job Description Department Overview: TD Private Wealth Management uses a...
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Client-Centric Financial Services Associate
2 weeks ago
Alton, Canada CIBC Full timeA leading financial institution is seeking a full-time Financial Services Associate in Thunder Bay, Ontario. This role involves partnering with Financial Advisors to support high-value clients, providing administrative assistance and fostering client relationships to drive financial success. Ideal candidates will demonstrate strong client service skills and...
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Private Wealth Client Services Associate
3 weeks ago
Alton, Canada TD Securities Full timeA leading financial institution is seeking a PIA Client Service Associate in Thunder Bay, Ontario. The role includes providing dedicated administrative support, preparing documentation for client meetings, and delivering high-quality client service. Candidates should have a strong understanding of communication skills and a desire to complete required...
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Fund Governance Associate
4 weeks ago
Alton, Canada Waystone Full timeA financial services provider in Southwestern Ontario seeks an Associate, Fund Governance to maintain and develop client relationships across a portfolio. Responsibilities include quality control of client documents, monitoring regulatory changes, and providing excellent customer service. Candidates should have a relevant degree and at least 2 years of...
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Private Client Tax Associate
3 weeks ago
Alton, Canada Meraki Talent Ltd Full timeOverview Meraki Talent are delighted to be supporting a well-known Scotland's Accountancy Firms with the appointment of a Private Client Tax Associate. The Company With over years of history, this reputable firm provides a comprehensive range of services, including audit, tax, corporate finance, and business advisory, catering to clients across diverse...
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Financial Advisor Associate: Client
4 weeks ago
Alton, Canada Gold Leaf Financial Group Inc. Full timeA financial services firm in Ontario is seeking an Associate Financial Advisor to support Advisors in delivering premium client services. Responsibilities include preparing client reports, assisting with portfolio planning, and coordinating internal projects. The ideal candidate should have a strong background in finance, organizational skills, and...
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Client Service Associate
3 weeks ago
Alton, Canada VON Canada Full timeJob DetailsRequisition DetailsEmployment Status: Permanent, Part-Time (0.5 FTE)Program Name: Visiting NursingNumber of Hours Bi-Weekly: 37.5Work Schedule: Days, Evenings, WeekendOn-Call: NoExisting Vacancy: Yes - we\'re currently hiring candidates for an existing vacancy in this position.Job SummaryThe Client Service Associate (CSA) works as part of a team...
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Alton, Canada TD Full timeA leading financial institution in Thunder Bay is seeking a Client Services Associate to provide specialized administrative support for an Investment Advisor. The role involves preparing documentation, creating client reports, and delivering high-quality client service. Ideal candidates will have strong communication skills and a willingness to pursue...
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Financial Services Associate
2 weeks ago
Alton, Canada CIBC Full time4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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....
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Alton, Canada Waystone Full timeAssociate - Board Support Services (Fixed Term Contract) Join to apply for the Associate - Board Support Services (Fixed Term Contract) role at Waystone This is a 10‑month fixed‑term contract. Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers,...