Client Service Specialist
1 week ago
Canada
- Business development, Business management, administration and support, Client advisory / Relationship management, Sales
- Asset Management
**Job Reference #**
- 311581BR
**City**
- Montreal
**Job Type**
- Full Time
**Your role**
- Are you a motivated self-starter? Can you take an assignment and run with it?
We are looking for Client Service Specialist to join our team to:
- manage client on and offboarding cases and facilitate lifecycle events (e.g. client requests or other service delivery issues) for client-related reviews
- support in the preparation of sales pitches, client meeting and cross-selling for existing clients
- support governance and risk management processes and UBS' ability to maintain effective controls
- ensure reliability and integrity of financial and operational information
- exercise professional judgement in the performance of work
**Your Career Comeback**
**Your team**
- You'll be working with the Institutional Client Coverage team team located in Montreal, Canada. Our vision is to always enhance the client experience now and for the future.
**Your expertise**
- 5 to 15 years of prior experience in a similar Client service role
- fluency in English and French
- knowledge about market products is a plus
**About us**
- UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
**Disclaimer / Policy statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
-
Dental Specialist
3 days ago
montréal, Canada Hays Specialist Recruitment Full timeJob Title: Dental Claims Specialist Type: Contract, Permanent and Part-Time Positions Available Locations: Toronto, Ottawa, Montreal, Waterloo - Remote/Hybrid Rate : Open Job Description: Review and assess complex dental claims and estimates. Communicate with clients to obtain necessary information. Meet production and quality standards. Handle...
-
Client Services Specialist
5 days ago
Montréal, Canada Data Communications Management - DCM Full time**Position: Client Services Specialist (Bilingual)** **Type: Full Time Permanent** **Location: Montreal** DCM is a communication solutions partner that adds value for major companies across North America by creating more meaningful connections with their customers. We pair customer insights and thought leadership with cutting-edge products, modular enabling...
-
French Bilingual Client Service Specialist
7 days ago
Montréal, Canada People Corporation Full timeWe are seeking a Client Service Specialist to join our team in Montreal or Cambridge. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. We are in...
-
Bilingual Client Services Specialist
7 days ago
Montréal, Canada InvestCloud Full time**What does a great Client Services Specialist do?** As a Bilingual Client Services Specialist at InvestCloud, you will provide first level customer service-oriented technical support to InvestCloud clients in both the French and English language. You will also be responsible for clearly communicating technical solutions to our clients with the goal of high...
-
Montréal, Canada Canada Life Assurance Company Full time**Job Description**: **We are Canada Life** Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success. You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the...
-
Client Services Specialist
4 days ago
Montréal, Canada Canada Data Communications Management Corp. Full time**Position: Client Services Specialist** **T**ype: Full Time Permanent** **Location: Montreal** DCM is a communication solutions partner that adds value for major companies across North America by creating more meaningful connections with their customers. We pair customer insights and thought leadership with cutting-edge products, modular enabling...
-
Responsable Service Clients
3 days ago
Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full timeResponsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...
-
Client Integration Specialist
2 weeks ago
Montréal, Canada TS Imagine Full time**_About the job_** TS Imagine, the world's leading provider of on-demand trading and risk management solutions for the financial services industry, is looking for a Client Integration Specialist to join our growing team. Client Integration Specialists work closely with clients and internal teams and play a critical role in the success of the Professional...
-
Client Support Specialist
6 days ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeCustomer Service, support / Permanent, full time / Remote / bilingual_ **Bilingual Customer Support Specialist** Acting as the primary point of contact for iA Securities Head Office and Advisors across Canada, the Customer Support Specialist provides assistance, guidance and direction in all areas of iA Securities’ operations. **Your...
-
Client Service Analyst
1 hour ago
Montréal, Canada Citi Full timeThe Client Service Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Client Service Manager
2 days ago
Montréal, Canada AMS Full time**About Us**: AMS is a global total workforce solutions firm founded in 1996. We enable organizations to thrive in an age of constant change by building, reshaping, and optimizing workforces. We do this through talent acquisition and contingent workforce management, internal mobility and skills development, and talent and technology advisory services. Our...
-
Client Service Manager
3 days ago
Montréal, Canada ADP Full time**ADP is hiring a Client Service Manager** - Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress? Well, this may be the role for you. Ready to make your mark? As a** Client Service Manager**, you’ll help our clients leverage ADP's exceptional business solutions so they can focus on what matters...
-
Agent, Service Client
1 day ago
Montréal, Canada Belron Full timeCarglass® in Germany is a specialist in the repair and new installation of vehicle glass. In Germany, Carglass® employs around 2,100 people, of whom more than 1,600 are specially trained Carglass® fitters. Around 250 employees work at the head office in Cologne, and around 170 are employed at the Customer Contact Center (call center). The company handles...
-
E-client On-boarding Specialist
4 days ago
Montréal, Canada IT Unlock Full time**Job Position: e-Client On-Boarding Specialist** **Job Type: Permanent** **Job location: Montrel QC (Hybrid)** **Job description**: We are looking for a talented e-Client On-Boarding Specialist. This is a permanent position. The work is hybrid, and the applicant must live in the Montreal area. Beautiful technologies and nice challenge are waiting for...
-
Dedicated Client Care Specialist
1 week ago
Montréal, Canada Genetec Full time**The team**: The role of the Dedicated Client Care Specialist is to act as the primary technical point of contact between Genetec and some of our most strategic and complex customers. As a Dedicated Client Care Specialist, you will help a select group of named customers (usually 4-5 accounts per Specialist) with technical issues and proactive technical...
-
Client Service Representative
3 weeks ago
Montréal, Canada Andy Transport Full time**Client Support Specialist - Dryvan** **About us** ANDY takes great pride in delivering exceptional, customized services encompassing goods transportation, logistics, warehousing, and fleet management solutions. With a wealth of European and North American experience and expertise in our domain, we are renowned for our ability to translate clients'...
-
Client Solutions Specialist
1 week ago
Montréal, Canada Axya Full time** French version below**_ About Axya Axya is an innovative technology company that digitizes, automates, and optimizes the source to pay process in the manufacturing industry. It has developed the best technological solution for all companies that have manufacturing needs or capabilities in custom parts. All this to make the procurement process simpler,...
-
Specialist, Client Experience
1 day ago
Montréal, Canada Brivia Group Full time**ABOUT BRIVIA**: Founded in Montreal in 2000, **Brivia Group** is a Canadian real estate development and investment group with a growing portfolio of residential and mixed-use projects in the region. Led by its Founder, President, and CEO **Mr. Kheng Ly**, Brivia has successfully completed many projects that signify innovation, expertise, and...
-
Client Enablement Specialist
1 week ago
Montréal, QC, Canada Mercer Full timeAt Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...
-
Client Relations Specialist
2 weeks ago
Montréal, Canada HomeEquity Bank Full timeHomeEquity Bank is the leading national provider of reverse mortgages to homeowners aged 55 and over, Canada’s fastest growing demographic segment. HomeEquity Bank originates and administers Canada’s largest portfolio of reverse mortgages under the CHIP Home Income Plan brand. New mortgages are originated on a direct to consumer basis as well as through...