Client Service Assistant
3 weeks ago
331 Water Street St. John's Newfoundland and Labrador,A1C 1B9
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.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
**Qualifications**:
- Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
**We’re here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
-
Client Service Assistant
4 days ago
St. John's, Canada BMO Financial Group Full time238 Water Street St. John's Newfoundland and Labrador,A1C 1A9 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. - Coordinates marketing activities on behalf of the advisory team, including website,...
-
Service Technician
1 month ago
St. John's, Newfoundland and Labrador, Canada Petro Service Full timePetro Service Limited is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, Petroservice evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our customers include owners and operators in retail...
-
Client Service Administrator
3 days ago
St. John's, Canada Hearinglife Ltd. Full timeHearingLife Canada, and National Affiliated Providers, is the largest provider of hearing healthcare service in Canada. Working in unison with the National Campaign for Better Hearing's awareness campaign (campaignforbetterhearing.org), our core philosophy is to "do what is best for the client" while increasing awareness of the effects of hearing loss and...
-
Client Service Representative
7 days ago
St. John's, 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...
-
Client Service Assistant
1 month ago
St. Catharines, Canada BMO Financial Group Full time80 King Street St Catharines Ontario,L2R 7G1 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. - Coordinates marketing activities on behalf of the advisory team, including website, social media...
-
Relief Customer Service Rep
1 month ago
St. John's, Canada Canadian Linen and Uniform Service Corp Full time**About Canadian Linen & Uniform Service** Canadian Linen & Uniform Service Corp., a Vestis company, provides uniforms and related products to more than 300,000 customers across North America, in virtually every industry. From designing and manufacturing to laundering and delivering, Canadian Linen works with local and national clients to create and...
-
Service Technician
1 month ago
St. John's, Canada Harold Snow Service Group Full timeEducation: Secondary (high) school graduation certificate - Experience: Experience an asset **Work setting**: - On-site customer service - Various locations **Tasks**: - Conduct voltage, resistance and other tests using electrical test equipment - Refer to schematic drawings or product manuals to repair parts - Diagnose faults, using testing devices -...
-
Construction Project Manager
3 weeks ago
St. John's, Newfoundland and Labrador, Canada Petro Service Full timePetro Service Limited is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, Petroservice evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our customers include owners and operators in retail...
-
Warehouse Coordinator/driver
1 month ago
St. John's, Newfoundland and Labrador, Canada Petro Service Full timeJ.A. Robinson Pump Service, a Petro Service Limited company, is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, Petroservice evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our customers...
-
Warehouse Operations Leader
1 month ago
St. John's, Newfoundland and Labrador, Canada Petro Service Limited Full timePetro Service Limited is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, Petroservice evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our customers include owners and operators in retail...
-
Legal Assistant
1 month ago
St. John's, Newfoundland and Labrador, Canada Newfoundland and Labrador Legal Aid Commission Full timeLegal Aid NL is an innovative legal aid plan that responds to the needs of low income persons by promoting access to justice through the provision of quality legal assistance for criminal, family and some administrative law matters. Services are provided through a staff based delivery model via the twelve full service offices and five project offices in the...
-
Client Services Administrator
1 week ago
St. Thomas, Canada Action Financial Group Full timeWe’re hiring! Join our team, committed to providing elite financial planning services to our clients including wealth, investment, tax, estate, insurance, retirement planning products. Action Financial Group iA Private Wealth is an inclusive and driven team that values the impact that effective financial planning can have on clients’ quality of life and...
-
Legal Administrative Assistant
2 weeks ago
St. John's, Newfoundland and Labrador, Canada New Brunswick Legal Aid Services Commission Full timeLegal Administrative AssistantFamily Law ServicesOpen CompetitionFull Time, PermanentSaint JohnThe New Brunswick Legal Aid Services Commission (NBLASC) is seeking individuals to join the Family Law Services Branch as a Legal Administrative Assistant in the Saint John Regional office.Who we are:The NBLASC provides legal assistance to low-income individuals...
-
Assistant Outreach worker
5 days ago
St. John's, Newfoundland and Labrador, Canada Fresh Start Services for Women Full timeDisclaimer: Please note that the job posting you are about to read has been automatically generated by OpenAI based on a brief description sourced from WorkingNB.Join Our Team as an Assistant Outreach Worker at Fresh Start Services for WomenAre you passionate about making a positive impact in the lives of women in need? Do you have excellent communication...
-
Assistant Manager
1 day ago
St. John's, Canada Scotiabank Full timeRequisition ID: 171053 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business strategies, initiatives and specific individual goals...
-
Administrative Assistant
5 days ago
St. John's, Canada Advantage Personnel Full timeAdministrative Assistant: St. John'sAdvantage Personnel is currently recruiting an Administrative Assistant position on behalf of their client. This is an immediate start and a six-month contract.As an Administrative Assistant, you are providing financial, materiel management and property services and assisting with all general administrative duties as...
-
Assistant Manager
1 month ago
St. John's, Newfoundland and Labrador, Canada Abstract Management Group Full timeAt Abstract Management Group, We provide transformative training experiences that drive performance for our team members and revenue for our clients. For the last few years, we've trained the top performers in the marketing industry to be the best at providing quality customer service, driving brand awareness, and creating cost-effective marketing strategies...
-
Administrative Assistant
5 days ago
St. John's, Newfoundland and Labrador, Canada Advantage Personnel Full timeAdministrative Assistant: St. John'sAdvantage Personnel is currently recruiting an Administrative Assistant position on behalf of their client. This is an immediate start and a six-month contract.As an Administrative Assistant, you are providing financial, materiel management and property services and assisting with all general administrative duties as...
-
Administrative Assistant
1 month ago
St. John's, Canada The Leaside Group Full time**Our Administrative Assistant is an important part of our team who provides outstanding administrative support to clients and co-workers. They will need to efficiently provide administrative support and coordinate clinic activity with a friendly, enthusiastic and professional manner.** **What you would need to do**: - **Ensure friendly, enthusiastic and...
-
Project Estimator
3 weeks ago
St. John's, Newfoundland and Labrador, Canada Petro Service Limited Full timePetro Service Limited is an industry leading solutions provider to the fueling landscape with operations throughout Canada. Established in 1985, Petroservice evolved from rebuilding gas pumps to being one of the fastest growing Petroleum Service providers servicing clients from Alberta to Newfoundland. Our customers include owners and operators in retail...