Senior Client Service Associate

12 hours ago


Lethbridge, Canada SAGE Full time

Client Service Associate / Senior Client Service Associate SAGE are supporting a professional services firm with the hire of a Client Service Associate or Senior Client Service Associate. They are seeking an energetic, motivated and career driven self-starter to join their growing business as the first ‘boots on the ground’ in North America. You will be empowered to deal with senior players in the financial industry, gaining valuable exposure to support their investment process. You will have the chance to prove yourself, working closely with our team in Australia and if needed you’ll be expected to make yourself available for long haul flights for on-site training. The work is hard, our client base is incredibly sophisticated and have high expectations, we hold each other accountable to help ensure we’re dominating the industry – always highly attentive and thoughtful. This role is for an agile individual, who can’t be easily spooked by demanding clients or sharp changes in direction - given the calibre of client you will be working with, this will be part of your regular day to day in this seat. Responsibilities Build rapport and form partnerships with clients and experts on short timelines Identify and establish relationships with industry professionals across multiple industries Prioritize and reprioritise during daily operations, you will work on multiple projects simultaneously to get clients the insights they need quickly Source and facilitate impactful meetings to aid client decision making Constant monitoring of industry developments and the impacts on public and private markets Skills & Experience 3 years minimum experience in client service, sales, market research, recruitment or similar industry Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired Proven ability to work independently, you will have learned this valuable skill the hard way – probably during COVID lockdowns Excellent organisational skills and ability to multi-task Strong, above average communication skills – both written and verbal Attention to detail and a strong work ethic with proven ability to deliver An interest in financial and investment markets What’s in it for you Opportunity - take charge of your career and drive your own success Fast track to leadership - you will quickly become a key member of the team with a high level of responsibility, you’ll be expected to lead the growing team Competitive base salary + benefits package + uncapped commission Direct access to training and development opportunities from senior mentors with more than 30 years combined industry experience to help you uphold our standard of excellence in client services You will fully showcase your acumen and client service skills in a fast-paced environment as well as join a fast-growing business. You’ll have direct access and engagement with the senior leadership team. Company Description Founded by the pioneer of the industry in Australia, our client is a leading Expert Network, disrupting global competitors and growing quickly. Specializing in connecting businesses with local and global subject matter experts, our client provides insights for private equity firms, hedge fund managers, financial consultants, and corporates. Their services include expert calls, support with due diligence and expert witnesses' advice. Put simply, when their clients need to make investment decisions they connect them to the right people. Seniority level: Mid-Senior level Employment type: Full-time Industries: Professional Services Location: Lethbridge, Alberta, Canada Referrals increase your chances of interviewing at SAGE by 2x Get notified about new Senior Client Service Associate jobs in Lethbridge, Alberta, Canada. #J-18808-Ljbffr



  • Lethbridge, Canada SAGE Full time

    Client Service Associate / Senior Client Service Associate SAGE are supporting a professional services firm with the hire of a Client Service Associate or Senior Client Service Associate. They are seeking an energetic, motivated and career driven self-starter to join their growing business as the first ‘boots on the ground’ in North America. You will be...


  • Lethbridge, Canada SAGE Full time

    A leading professional services firm in Lethbridge, Alberta, is seeking a Client Service Associate/Senior Client Service Associate to join their energetic team. The role involves building client relationships, multitasking on projects, and must have at least three years of client service experience. You will enjoy competitive compensation and opportunities...


  • Lethbridge, Canada SAGE Full time

    A leading professional services firm in Lethbridge, Alberta, is seeking a Client Service Associate/Senior Client Service Associate to join their energetic team. The role involves building client relationships, multitasking on projects, and must have at least three years of client service experience. You will enjoy competitive compensation and opportunities...


  • Lethbridge, Canada TK Alberta Full time

    We are looking for an energetic, motivated and career driven self-starter to join our growing business as the first ‘boots on the ground’ in North America. You will be empowered to deal with senior players in the financial industry, gaining valuable exposure to support their investment process. You will have the chance to prove yourself, working closely...


  • Lethbridge, Canada The Vet Service Full time

    Small Animal Associate Veterinarian – Lethbridge, Alberta, Canada 1 day ago – Be among the first 25 applicants Job Description Our client is seeking a compassionate and motivated Small Animal Veterinarian to join a friendly, multi-doctor team within a progressive and well-equipped practice. This opportunity is perfect for a veterinarian who values...


  • Lethbridge, Canada BMO Financial Group Full time

    A leading financial services firm in Lethbridge is seeking a Client Support Associate to assist Investment Advisors with day-to-day operations and client service. The role involves coordinating marketing initiatives, preparing client meetings, and handling inquiries. Ideal candidates have a degree, 1-2 years of experience, and knowledge of wealth management....


  • Lethbridge, Canada Lethbridge Senior Citizens Organization Full time

    **Position**:Senior System Navigator, Intake **Position Type**:Full-Time (1.0 FTE), contract ending April of 2027, 7AM-3PM Monday to Friday. **Executive Director Approved**:April 1, 2025 **Reports to**: Seniors System Navigator Team Lead **Position Summary**: Intake is the first point of contact for those seeking information on support services through...


  • Lethbridge, Canada Savers Full time

    Description Position at Value Village Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...


  • Lethbridge, Alberta, Canada Value Village Full time $30,000 - $50,000 per year

    Description Position at Value VillageJob Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores...


  • Lethbridge, Canada 1st Choice Savings and Credit Union Ltd Full time

    **The Position - **Financial Service Associate (part-time) **The Purpose of the Position**: To assist our client members with their financial transactions and to enrich their financial well-being. This position is an integral part of the team because it will have the most exposure to forming the best first impression and is the crucial segue to ensuring...