Client Services Representative
4 days ago
We are currently recruiting for a full-time Client Services Representative. **This position has a hybrid schedule and requires two days a week in the Waterloo office.**
**Duties and Responsibilities**:
- Being the first point of contact for in-bound calls;
- Communicating with referring offices;
- Processing client requests and transfers;
- Interacting with financial institutions with respect to client accounts;
- Maintaining client information databases; and,
- Other duties, as assigned.
- Post-secondary education preferably in business, office administration, accounting, or finance;
- Excellent customer service skills and experience with superior telephone manner and strong interpersonal skills;
- Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; and,
- Experience in financial markets and wealth management is an asset.
**Why work for us?**
- Full Time opportunity
- Competitive wage
- Employee and Family Assistance Program
- Competitive Benefit Offering
- Rewarding career with a growing organization
- Great company culture
- Flexibility of working from home at times
We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- Profit sharing
- Tuition reimbursement
Schedule:
- 8 hour shift
- Day shift
Work Location: Hybrid remote in Waterloo, ON
-
Client Service Representative
5 days ago
Waterloo, Canada MSK WorkAssist Full time**CLIENT SERVICES REPRESENTATIVE** MSK WorkAssist clinic provides specialty care for injured workers. Our Client Services Representative is a vital part of our team who provides outstanding customer service to our clients and is an integral part of the WorkAssist care team. Key areas of responsibility include: - Admitting, scheduling, discharging...
-
Client Service Representative
7 months ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 1 Year** The Campus Wellness Administration team serves the University of Waterloo community by supporting all units within Campus Wellness (Health Services, Counselling Services and Health Promotion) with effective, efficient, collaborative, and client-focused administrative service. This role is accountable to the Client Service Manager...
-
Client Service Representative
2 days ago
Waterloo, Canada Securian Canada Full time**About Canadian Premier** At Canadian Premier, everything we do is driven by our genuine desire to build connections with our customers - listening, reflecting, responding - and being there for them during the most trying times of their lives. To be the best at what we do, we look for compassionate, creative people who work efficiently, aren't afraid to...
-
Veterinary Client Service Representative
2 months ago
Waterloo, Canada Bridge Street Veterinary Hospital Full timeOverview: We are seeking a highly motivated, professionally engaged individual to join our team as a Veterinary Client Service Representative (CSR). Within this role you will be the first point of contact for our clients, the gateway to providing exceptional support and care for their beloved pets. Veterinary CSR's are instrumental in bonding clients to the...
-
Client Service Manager
1 month ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 2 years** The Campus Wellness Administration team serves the University of Waterloo community by supporting all units within Campus Wellness (Health Services, Counselling Services and Health Promotion) with effective, efficient, collaborative, and client-focused administrative service. The Client Service Manager, Health Services is...
-
Client Service Representative
6 months ago
Waterloo, Canada CIBC Full timeWe’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. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
3 days ago
Waterloo, Canada ACUTE Environmental Services Full time**Customer Service Representative** **ACUTE Environmental and Safety Services Inc**. is looking for an experienced, career-minded **Customer Service Representative **whois responsible for serving customers in person and via the telephone. The Customer Service Representative is accountable for dealing with customer inquiries, and processing transactions,...
-
Client Services Representative
7 months ago
Waterloo, Canada TriCert Investment Counsel Inc. Full time**TriCert Investment Counsel **is a discretionary Investment Counselling firm located in Waterloo, Ontario. Established in 1999, TriCert currently manages more than $3 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension...
-
Bilingual client care representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Client Service Coordinator
7 days ago
Waterloo, Canada University of Waterloo Full timeOverview: **Term: 1 year** The Campus Wellness Administration team serves the University of Waterloo community by supporting all units within Campus Wellness (Health Services, Counselling Services and Health Promotion) with effective, efficient, collaborative, and client-focused administrative service. This role is accountable to the Client Service Manager...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Bilingual Client Care Representative
4 weeks ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Client Service Associate
7 months ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Service Assistant
6 months ago
Waterloo, Canada BMO Financial Group Full time20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...
-
Client Care Representative
3 months ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...
-
Client Care Representative
1 month ago
Waterloo, Canada Equitable CA Full timeAt Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...