ASSOCIATE, CLIENT SERVICES

4 days ago


Montreal administrative region, Canada Oberfeld Snowcap Full time

Oberfeld Snowcap provides our clients with innovative real estate and advisory services that deliver profitability and global brand value. Founded over 45 years ago, Oberfeld Snowcap is a full‑service real estate and retail advisory firm that focuses on retail tenant representation, strategic planning, property and project leasing, as well as real estate investment sales. We consider our team of seasoned experts to be our biggest and most important asset. By having a unique understanding and unparalleled expertise of the North American real estate landscape, retail operations and current market conditions, we strive to always deliver the best value for every real estate transaction. Today, our firm successfully represents premium local, national and international retail brands across North America. Position Overview As a member of the Client Services team, the incumbent provides tangible support and acts as the first point of contact for the spectrum of retail account clients. In this sense, they maintain and establish solid relationships with clients and identify opportunities for improving administrative processes. We are looking for someone who enjoys working with people and who is efficient in carrying out administrative tasks. We offer an inclusive work environment that promotes knowledge transfer perspectives for its members and the opportunity to work closely with expert advisors. Key Responsibilities Collaborate in maintaining relationships with our clients and business partners by providing tangible support in the various files. Assist in strategic client real estate meetings and input all data in the client management system. Prepare reports for operational / internal purposes within the property management system. Oversee and execute filing in clients’ files and minute books: create, monitor and maintain client files for better file management and client service. Managed the preparation and submission of annual and monthly budgets, providing accurate financial projections and actionable insights for decision‑making. Responsible for tracking, modifying and filing all client related documentation. Analyze all new leases and coordinate the input of all data in the property management system. Prepare lease proposals, presentations and reports for client meetings and events. Create professional presentations using PowerPoint and Canva, ensuring alignment with brand guidelines and effectively communicating strategies, performance updates, and recommendations. Stay up to date on all active deals and projects. Refer to appropriate sales director or representative in obtaining accurate client data. Gather various statistical information used for conducting market analysis for our clients. Maintain a close relationship with colleagues to ensure sharing of information. Other tasks as requested by management. Ability to work as part of a small team. Strong communication skills both verbal and written and French & English. Skills, Requirements and Qualifications College or University degree is required. Previous work experience in retail, commercial real estate or service industry is considered an asset. High-level of attention to detail and accuracy. Exceptional quantitative and critical thinking skills. Exceptional time management and organizational skills. Ability to communicate with individuals at all levels of the organization and in a professional manner. Fully proficient with MS Office Applications (including Excel, Word, Outlook, Power Point). Work hours are performed in a standard office work environment. #J-18808-Ljbffr



  • Montreal (administrative region), Canada Prospects Solutions by Cotality Full time

    Client Services Associate – Prospects Solutions by Cotality What we offer: A casual and collaborative work environment within a cool team A culture focused on personal development where opinions and ideas are valued Social activities: lunch with colleagues, barbecues, happy hours, etc. Hybrid work, work‑life balance, 9‑5 or 10‑6 work shift Equipment...


  • Montreal (administrative region), Canada Scotiabank Full time

    A leading financial institution is seeking a Partnership Service Associate in Montreal. This role involves primary contact for partners, ensuring a high level of client service while onboarding and resolving inquiries. Candidates must be fluent in English and French, have strong problem-solving skills, and be able to thrive in a fast-paced environment. This...


  • Montreal (administrative region), Canada Scotiabank Full time

    A leading financial institution is seeking a Partnership Service Associate in Montreal. This role involves primary contact for partners, ensuring a high level of client service while onboarding and resolving inquiries. Candidates must be fluent in English and French, have strong problem-solving skills, and be able to thrive in a fast-paced environment. This...


  • Montreal (administrative region), Canada Scotiabank Full time

    A leading financial institution is seeking a Partnership Service Associate in Montreal. This role involves primary contact for partners, ensuring a high level of client service while onboarding and resolving inquiries. Candidates must be fluent in English and French, have strong problem-solving skills, and be able to thrive in a fast-paced environment. This...


  • Montreal (administrative region), Canada Scotiabank Full time

    A leading financial institution is seeking a Partnership Service Associate in Montreal. This role involves primary contact for partners, ensuring a high level of client service while onboarding and resolving inquiries. Candidates must be fluent in English and French, have strong problem-solving skills, and be able to thrive in a fast-paced environment. This...


  • Montreal (administrative region), Canada National Bank of Canada Full time

    A leading financial institution in Montreal is seeking a Wealth Associate to support investment advisors and ensure exceptional client service. This role includes managing financial transactions, client files, and compliance protocols. Candidates should have a college degree, two years of relevant experience in finance, and must be bilingual in English and...


  • Montreal (administrative region), Canada UBS Full time

    Join to apply for the Associate Client Relationship Manager role at UBS. Your role Are you curious to learn how institutional investors allocate capital and what investment challenges they are trying to solve for? Are you interested in developing a career in client relationship management and business development? Coordinate the onboarding process for new...


  • Montreal, Canada Mercer Full time

    Client Servicing Associate Join to apply for the Client Servicing Associate role at Mercer We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office. Responsibilities Maintain expert knowledge on the various portfolios for...


  • Montreal (administrative region), Canada Raymond James Ltd. Full time

    OverviewAt Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Client Support Associate - 12 Month Contract. How does...


  • Montreal (administrative region), Canada Sun Life Québec Full time

    Service Associate, SunAdvantage Join to apply for the Service Associate, SunAdvantage role at Sun Life Québec. You are unique and bring a diverse background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You’ll work with dynamic colleagues who are eager to share their knowledge with you. Every...