Client Relations Associate
2 weeks ago
Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and foundations, striving to exceed expectations and create enduring relationships through our emphasis on integrity, transparency, expertise, and individualized service.
Position Summary:
The Client Relations Associate will be responsible for maintaining strong relationships both internally and externally with our clients, providing exceptional service. The ideal candidate will work closely with our Portfolio Management team and play a key role within our Operations team. The successful candidate will possess excellent communication skills and attention to detail and be exceptionally organized, motivated, and resourceful. Experience in digital marketing would be a welcome addition.
The successful candidate will be provided with training and the opportunity to grow and develop into more senior roles at MWG, as the company grows. The opportunity to pursue courses such as the Canadian Securities Course or designations such as the CFP (Certified Financial Planner) will be encouraged.
Primary Responsibilities:
Support the Executive Management and Portfolio Management Teams in preparing regular reports and client presentations;
Support Client Relations staff with client contact, account documentation and marketing initiatives;
Create and maintain client records on the CRM system to ensure data is accurate, current and complete;
Liaising with operations staff and the custodian to follow up with the new account process;
Assist with networking events, client meetings, and office events;
Distributing quarterly statements and year-end tax reporting packages;
Fulfilling ad-hoc requests from clients;
Manage emails coming to corporate website and general incoming calls, ordering supplies;
Assisting in other client administration tasks as required.
Qualifications:
Post-secondary degree/diploma specializing in Finance/Commerce/Business
Ability to work independently in a time sensitive environment and deal with fluctuating work volumes
A high attention to detail
Experience in an administrative support related position (experience with mutual funds, securities/investments would be an asset)
Proficiency in MS Office (specifically Excel) is required; email/website software (i.e., MailChimp, WordPress, InDesign) and organizational software such as CRM is considered an asset
Excellent organizational and time management skills
Excellent written / verbal communication and people skills
Join our team as a Client Relations Associate and embark on a rewarding career where your communication skills and customer-centric approach will make a difference.
We thank all applicants for their interest in The Murray Wealth Group; however, only those candidates selected for an interview will be contacted.
-
Client Relations
4 weeks ago
Toronto, Canada Normac Full time**Are you passionate about building strong client relationships? We want you!** **About Us** Normac was founded in 1998 in Vancouver, with a mission to provide the highest quality insurance appraisal solutions and customer service in the industry. At the core of our business is our relentless belief that our relationships with our clients underpin all...
-
Client Services Associate, Compliance
4 days ago
Old Toronto, Canada Robert Walters Canada Full timeClient Services Associate, Compliance & Investor Relations Save job Exciting opportunity has arisen for a dedicated and detail-oriented professional to join a leading investment management firm as an Associate in Compliance and Investor Relations. This role offers the chance to be part of a dynamic Client Relationship team, where you will play a crucial...
-
Client Services Associate, Compliance
4 days ago
Old Toronto, Canada Robert Walters Canada Full timeClient Services Associate, Compliance & Investor Relations Save job Exciting opportunity has arisen for a dedicated and detail-oriented professional to join a leading investment management firm as an Associate in Compliance and Investor Relations. This role offers the chance to be part of a dynamic Client Relationship team, where you will play a crucial...
-
Client Services Associate, Compliance
4 days ago
Old Toronto, Canada Robert Walters Canada Full timeClient Services Associate, Compliance & Investor Relations Save job Exciting opportunity has arisen for a dedicated and detail-oriented professional to join a leading investment management firm as an Associate in Compliance and Investor Relations. This role offers the chance to be part of a dynamic Client Relationship team, where you will play a crucial...
-
Client Services Associate, Compliance
4 days ago
Toronto, ON, Canada Robert Walters Canada Full timeClient Services Associate, Compliance & Investor Relations Save job Exciting opportunity has arisen for a dedicated and detail-oriented professional to join a leading investment management firm as an Associate in Compliance and Investor Relations. This role offers the chance to be part of a dynamic Client Relationship team, where you will play a crucial...
-
Client Experience Associate
4 weeks ago
Toronto, Canada HSB Canada Full timeClient Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...
-
Client Service Associate
3 days ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Client Service Associate
1 month ago
Toronto, Canada Compuneel Full time**Title - Service Associate II** **Location: 200 Bloor Street East, Toronto, Canada** **Contract** **HM Notes**: - Develop a deeper understanding of clients and their needs to ensure they are being adequately met. - Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial...
-
Investor Relations Associate
4 weeks ago
Toronto, Canada Global Digital Assets Full time**What We Offer**: At GDA, you can build a career out of making things happen! GDA Capital is a global organization that provides vertically integrated financial technology capital markets services to institutional investors and disruptive technology companies. We are the trusted advisor that bridges the gap between institutional capital markets and...
-
Client Service Associate
3 days ago
Toronto, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing...
-
Private Client Associate
1 month ago
Toronto, Canada K.J. Harrison & Partners Inc. Full time**Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...
-
Associate, Investor Relations
1 month ago
Toronto, Canada HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and the drive to deliver impactful private market solutions to our clients and investing partners. As our global firm grows, we continue to add talented individuals who seek a collaborative, open-door culture that...
-
Client Service Associate
3 days ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Membership Relations Associate
1 month ago
Toronto, Canada Canadian Chiropractic Association Full timeThe Canadian Chiropractic Association (CCA) is a national profession-based health care association representing 8000 chiropractors across Canada. The association works closely with the 10 provincial associations to promote the profession and build strong relationships with provincial and federal governments to ensure the growth and recognition of the...
-
Investor Relations Associate
5 days ago
Toronto, Canada ATS Automation Full timeATS Company: ATS Corporation Requisition ID: 12441 Location: Toronto, ON, CA, M5K 1H1 #job-location.job-location-inline { display: inline; } Date: May 3, 2024 Investor Relations Associate JOB PROFILE: POSITION: Investor Relations Associate DEPARTMENT: Corporate Finance REPORTS TO: Head of Investor Relations ATS Corporation |...
-
Client Relations Manager
1 month ago
Toronto, Canada Catalyst Health Full time**About us** Catalyst Health is a small business located in the heart of Yorkville with over 10 years of operation. We are collaborative, customer-centric, and supportive. Our work environment includes: - Modern office setting - Fun and Dynamic work enviornament - Growth opportunities Catalyst Health is a boutique health and fitness facility that...
-
Client Service Associate
2 days ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you...
-
Client Service Associate
2 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Membership Relations
1 month ago
Toronto, Canada Canadian Chiropractic Association Full time**The Canadian Chiropractic Association (CCA) is a national profession-based health care association representing 9000 chiropractors across Canada. The association works closely with the 10 provincial associations to promote the profession and build strong relationships with provincial and federal governments to ensure the growth and recognition of the...
-
Client Relations Manager
4 weeks ago
Toronto, Canada Newsfile Corp Full time**Employment Type - Full time, Remote** **Hours - 9 am to 5 pm PST** **Territory - Western Canada** Newsfile Corp, an established one stop compliance solution for public companies, is seeking a full time Client Relations Manager (CRM). **Job Summary**: A successful CRM thrives on managing requests and inquiries from multiple clients, is a client-focused...