Client Service Specialist
3 months ago
At
CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:
- Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do
Client Service Specialist
Role specifications
Location: Toronto
Everyday Flexibility Onsite Requirements Hybrid Work Environment
At CWB Wealth, we strive to bring value to the lives of the people who choose us every day: our employees, our clients, and our investors. The ethics that guide and hold us to that mission are:
- Put people first and build relationships with intention- Seek and embrace new ideas, knowing that better is always possible- Believe that how we do things is as important as what we do- Harness the power of inclusion through a culture that recognizes who we are and how we show up - as individuals and as a team
CWB Wealth, helping you live your best life.
With roots going back to 1939, our founders pioneered the concept of financial health in Canada through comprehensive financial planning and professional investment management. Their spirit of innovation remains in the proactive, client-focused expertise we bring to families and business owners from coast to coast, in English and French. Our clients are more than just a number. Knowing them by their first names and unique aspirations means our relationships thrive for decades.
Being part of CWB Financial Group lets us offer deep and varied resources to meet the complex needs of the high-net-worth sector. As a leading wealth advisor in Canada, we’re entrusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
The opportunity
Relationship building. Customer service delivery. Client account management.
The Client Services Specialist will be the primary point of contact for day-to-day client inquiries, and will act as a liaison between the client, the PM, and the Operations Team.
The ideal applicant will be responsible for encouraging high touch relationships with our clients. Your passion and focus for the client should come from a deep understanding and appreciation for the trust they have placed in us. Our clients’ investments aren't just a collection of numbers on a spreadsheet. They are children’s education, safeguards against the unexpected, years of retirement vacations - these investments are their entire lives and their future.- The ability, passion, and skills to proactively administer and service 100+ high net worth clients.- A consistent track record of successfully building relationships with clients.- Strong interpersonal skills and the ability to work efficiently within a team and ownership culture.- Proactive self-starter.- A proven understanding of the investment industry, and key client service components: documentation, compliance, and trading.
The day to day
Client Support- Collaborate with Portfolio Managers to be solution-finding experts through the entire client experience. This includes the initial development, onboarding, and ongoing servicing and maintenance of our relationships.- Provide an exceptional client experience through proactive, on-time delivery of information related to requests and needs, including, but not limited to; tax packages, EFTs, cheques, reporting, account information, combined with a focus on building personal relationships.- Client focused. You are all about clients and will be the first point of call for client issues.- Provide client transaction support activities such as: liaise/coordinate with operations team, ensure system inputs are correct, funds transferred, provide updates to PM, client, custodians, as per established process determined by type of account.- Manage reporting inquiries, identify, and manage discrepancies by liaising with Operations team to confirm reporting requirements as well as coordinating with custodian. Determine source of issue(s) and ways to prevent future issues.- Manage client onboarding/offboarding.
Portfolio Manager Support- Organize and prepare documentation for PM, including, but not limited to Prospect Presentations, Client Portfolio Reviews, meeting review materials, reports, and various spreadsheets for analysis.-
- Submit requests and communicate directly with custodians on regular basis (NBIN & RBC IT&S), including solutioning client account issues.- Manage efficient and accurate onboarding of new client relationships with Operations team.- Proactively reach out to existing clients to remind about items such as TFSAs, RRSPs, etc...- Find opportunities to help grow our business and support our PM team in their business development efforts.- Identify areas of process improvement; analyse risks/errors and propose ways to address and prevent.
Skills that take you further- Capable. Diligent. Reliable. Organized. Efficient. Collaborative- Ability to perform large volumes w
-
Client Services Specialist
1 month ago
Toronto, Canada Questrade Financial Group Full timeClient Services Specialist 5700 Yonge St, North York, ON M2M 4K2, Canada ● Toronto, ON, Canada Req #1058 Tuesday, August 20, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be...
-
Client Services Specialist
3 months ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Client Service Specialist
3 months ago
Toronto, Canada Raymond James Financial, Inc. Full time**Client Service Specialist** - 2400785 Raymond James Independent Financial Services, Perreira Wealth Advisory is hiring a Client Service Specialist to join their growing cross-border wealth management practice in Toronto. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services...
-
Client Services Specialist
1 month ago
Toronto, Ontario, Canada Dina Constantinou Insurance Agency Full timePosition OverviewAre you driven by success? Do you seek a fulfilling career in a stable and essential industry? If so, this opportunity may be for you.We are in search of a proactive and adaptable Client Services Specialist to undertake a variety of responsibilities within our Insurance Agency. This role is pivotal in assisting clients and making a...
-
Client Service Specialist
1 month ago
Toronto, Ontario, Canada Dina Constantinou Insurance Agency Full timePosition OverviewAre you driven by success? Do you seek a career in a stable and essential industry? If so, continue reading.We are in search of a proactive and adaptable Client Service Specialist to assist with various responsibilities within our Insurance Agency. This role involves supporting clients and making a significant impact by executing a range of...
-
Cleaning Specialist
1 day ago
Toronto, Ontario, Canada ATS CLEANING SPECIALIST Full timeJob SummaryWe are seeking a skilled Cleaning Specialist to join our team at ATS Cleaning Specialist. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our workspaces.ResponsibilitiesProvide exceptional cleaning services to maintain a safe and healthy environmentOperate and maintain...
-
Cleaning Specialist
1 day ago
Toronto, Ontario, Canada ATS CLEANING SPECIALIST Full timeJob SummaryWe are seeking a skilled Cleaning Specialist to join our team at ATS Cleaning Specialist. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our workspaces.ResponsibilitiesProvide exceptional cleaning services to maintain a safe and healthy environmentOperate and maintain...
-
Cleaning Specialist
13 hours ago
Toronto, Ontario, Canada ATS CLEANING SPECIALIST Full timeJob SummaryWe are seeking a skilled Cleaning Specialist to join our team at ATS Cleaning Specialist. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our workspaces.ResponsibilitiesProvide exceptional cleaning services to maintain a safe and healthy work environmentOperate and...
-
Cleaning Specialist
15 hours ago
Toronto, Ontario, Canada ATS CLEANING SPECIALIST Full timeJob SummaryWe are seeking a skilled Cleaning Specialist to join our team at ATS Cleaning Specialist. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our workspaces.ResponsibilitiesProvide exceptional cleaning services to maintain a safe and healthy work environmentOperate and...
-
Bilingual Client Services Specialist
3 months ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Bilingual Client Services Specialist
3 months ago
Toronto, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Client Services Specialist(Canada)
3 months ago
Toronto, Canada Solidifi Full time**Job Title**: ***Client Services Specialist **Job Category**:Non-Exempt **Department***: ***Valuations **Company** **URL***: *** **About the Role** The Client Services Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business. Expectations include ensuring customer needs are met or...
-
Complaints and Client Services Specialist
2 weeks ago
Toronto, Ontario, Canada Retirement Homes Regulatory Authority Full timeJob Title: Complaints and Client Services Specialist**About the Role:**We are seeking a highly skilled Complaints and Client Services Specialist to join our team at the Retirement Homes Regulatory Authority. As a key member of our team, you will be responsible for providing exceptional client service and resolving complaints in a fair and timely manner.Key...
-
Complaints and Client Services Specialist
2 weeks ago
Toronto, Ontario, Canada Retirement Homes Regulatory Authority Full timeJob Title: Complaints and Client Services Specialist**About the Role:**We are seeking a highly skilled Complaints and Client Services Specialist to join our team at the Retirement Homes Regulatory Authority. As a key member of our team, you will be responsible for providing exceptional client service and resolving complaints in a fair and timely manner.Key...
-
Client Service Specialist
1 month ago
Toronto, Ontario, Canada Dina Constantinou Insurance Agency Full timePosition OverviewAre you passionate about delivering exceptional service? We are seeking a proactive and adaptable Client Service Specialist to join our dynamic team at Dina Constantinou Insurance Agency. This role is crucial in ensuring our clients receive outstanding support and guidance in their insurance needs.Key ResponsibilitiesAssist clients by...
-
Referral Specialist
2 weeks ago
Toronto, Ontario, Canada University Health Network Full timeJob SummaryThe University Health Network is seeking an experienced Referral Specialist to join our team. As a key member of our client services team, the Referral Specialist will be responsible for providing exceptional customer service to internal and external clients, managing referrals, and ensuring timely and efficient access to services.Key...
-
Referral Specialist
2 weeks ago
Toronto, Ontario, Canada University Health Network Full timeJob SummaryThe University Health Network is seeking an experienced Referral Specialist to join our team. As a key member of our client services team, the Referral Specialist will be responsible for providing exceptional customer service to internal and external clients, managing referrals, and ensuring timely and efficient access to services.Key...
-
Client Services Specialist
1 month ago
Toronto, Ontario, Canada CIBC Full timeAbout Us: At CIBC, we are committed to establishing a contemporary, relationship-driven banking experience. We seek dedicated and skilled individuals who prioritize client satisfaction.Your Role: As a Client Services Specialist within our Client Account Management Division, you will play a crucial role in assisting clients with their financial inquiries....
-
Client Services Specialist
3 months ago
Toronto, Canada Real Estate Council of Ontario Full timeTemporary Position Client Services Specialist The Real Estate Council of Ontario (RECO) is seeking Client Services Specialists-Level 1. We have multiple one year contract positions available to start immediately. About RECO RECO is a not-for-profit corporation responsible for administering the _Trust in Real Estate Services Act, 2002_ (TRESA) and...
-
Client Services and Compliance Specialist
2 weeks ago
Toronto, Ontario, Canada Retirement Homes Regulatory Authority Full timeJob SummaryWe are seeking a highly skilled Complaints and Client Services Specialist to join our team at the Retirement Homes Regulatory Authority. As a key member of our organization, you will be responsible for providing exceptional client service and resolving complaints in a fair and timely manner.Key ResponsibilitiesClient Service: Provide responsive...
