Client Experience Associate

3 weeks ago

Montréal, Canada Beanstox Inc. Full time

**Client Experience Associate - Full-Time [Fintech]**

Beanstox is an early-stage fintech, now expanding its team in Montreal, with a focus on growth in US markets of clients using the Beanstox App for automated investing and other personal financial services. Beanstox was co-founded by Kevin O’Leary, Chairman, to focus on the US consumer market, which Beanstox estimates has an under-served addressable market of over 100 million Americans.

**Location**: Montreal, QC (Hybrid)

**Great Opportunity**:Join a driven team, work in a fast-paced consumer-facing tech environment, learn about investment management, touch multiple facets of the business, and grow your career with the company. You will be encouraged to develop your strengths and explore your interests as your role on the team evolves. You will be directly involved with senior members of the team. This is a unique opportunity to join a Montreal based team with focus on US markets.

**About the Team**:Members share a passion to learn, to grow the business, and to serve clients well. Expect to work alongside colleagues with a “get it done” attitude who, when necessary, take on responsibilities outside their job description.

**The Role - Client Experience Associate (Permanent)**:

- Focus on providing clients the best experience possible
- Solve client issues with speed and accuracy
- Monitor and report daily customer support performance metrics
- Quickly identify potential tech platform issues and escalate for quick resolution Client

**What We’re Looking for**:

- Ability to perform even when situations are stressful or have tight deadlines
- Willing to work beyond a typical 9-5 schedule at times
- Desire to learn about fintech, investing, business building
- Comfortable as user of mobile banking/investing apps
- Sense of accountability, ownership, and pride in your work

**Skills You’ll Need**:

- Excellent communicator, written and spoken English
- Curious and good problem solver
- Comfortable with data and extracting information
- Attention to detail

**Qualifications Sought**:

- Business (Finance, Accounting) or Computer Engineering Degree
- 2-3 years of experience in tech or financial services

**Nice to have**:

- Experience with Zendesk
- Programming knowledge (Python, VBA)
- CFA Charter holder, Masters in Finance or other business certifications

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Montréal, QC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Customer service: 3 years (preferred)

Work Location: Hybrid remote in Montréal, QC

  • Client Experience Associate

    2 days ago

    Montréal, Canada Echelon Wealth Partners Full time

    **JOB TITLE**:Client Experience Associate **LOCATION**: Montreal **STATUS**:Full-time, Regular **REPORTING TO**:CEO, Highgate **COMPANY OVERVIEW** We’re an independent, Canadian-owned and operated wealth management firm, known for our client-centered family office approach. Highgate is a compelling option for families seeking unbiased investment...

  • Associe Experience Client

    2 days ago

    Montréal, Canada Scotiabank Full time

    **Numéro de la demande**: 154426 **Centre de coû**ts**: ILE DES SOEURS **Programme de référence des employés - Récompense potentielle**: $1,000.00 Nous nous engageons à investir dans nos employés et à vous aider à poursuivre votre carrière à la Banque Scotia. **À propos du role**: **Ce que vous ferez** À titre d’associé, Expérience...

  • Associate Client Executive

    3 weeks ago

    Montréal, Canada Marsh Full time

    Associate Client Excecutive

  • Associate Client Executive

    7 months ago

    Montréal, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Client Service Associate

    7 months ago

    Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Associate, Client Support

    1 week ago

    Montréal, Canada Medfar Full time

    Company Description - MEDFAR Clinical Solutions was founded in 2010 by two aeronautical engineers who realized that the healthcare system was not exploiting the full potential of technology. Supported by a large community of medical experts and focused on clinical success and patient safety, MEDFAR was the first company to certify a cloud-based Electronic...

  • Client Experience Leader

    2 weeks ago

    Montréal, Canada Harry Rosen Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ - Client Experience Leader - SALES MANAGER MONTREAL - Own your Style and your Future - Customer Experience Leader (Management) Montreal - As the leading luxury menswear retailer in Canada, you can count on...

  • Client Experience Manager

    9 months ago

    Montréal, Canada Securian Canada Full time

    **What we do every day to be our very best** - Every day at Securian Canada means a day spent helping Canadians and their families build secure tomorrows. We’re agile and innovative, and we aren't afraid to challenge and create, or bring diverse perspectives to our work. - **Who we need** The **Client Experience Manager** will be responsible for planning,...

  • Associate, Client Services

    4 weeks ago

    Montréal, Canada Canaccord Genuity Corp. Full time

    Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...

  • Client Delivery Associate

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Customer Experience Associate

    3 weeks ago

    Montréal, Canada Kitco Metals Inc Full time

    **Title: Customer Experience Associate** **Reports to: Customer Experience Supervisor** **OVERVIEW** As a Customer Experience Associate, you will be a trusted front-line expert who is empowered to provide information and solutions to existing and potential customers regarding Kitco’s full range of products and services. Motivated by being an advocate for...

  • Experience AI Solutions | Architecte de solutions

    4 days ago

    montréal, Canada Experience AI Solutions Full time

    Architecte de solutions- ServiceNowDate de début : Permanent Type d'emploi : Contrat de 12 mois Nombre de postes : 1 Emplacement : Montréal, Québec (Hybride) Compétences linguistiques : Excellentes compétences en communication en anglais et en français requises. Avantages : Travailler avec des technologies de pointe pour stimuler la transformation...

  • Client Delivery Associate

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Associate Client Executive

    3 months ago

    Montréal, QC, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Cashier / Customer Experience Associate

    7 months ago

    Montréal, Canada Walmart Canada Full time

    **Position Summary... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. **What you'll do...**: Our Customer Experience associates interact with every single one of our customers, acting as the warm smile and the helping hand that we pride ourselves on...

  • Private Client Service Associate

    3 days ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Experience AI Solutions | Architecte de solutions

    6 days ago

    montréal, Canada Experience AI Solutions Full time

    Architecte de solutions- ServiceNowDate de début : Permanent Type d'emploi : Contrat de 12 mois Nombre de postes : 1 Emplacement : Montréal, Québec (Hybride) Compétences linguistiques : Excellentes compétences en communication en anglais et en français requises. Avantages : Travailler avec des technologies de pointe pour stimuler la transformation...

  • Associate Client Executive

    7 months ago

    Montréal, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Pia Client Service Associate

    7 months ago

    Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 430782BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...

  • Pia Client Service Associate

    7 months ago

    Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 426382BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - Full time **Pay...