Client Experience Associate

**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

**About us** StollerWealth, is a Winnipeg based wealth management firm that is growing! At the heart of StollerWealth is the belief that our clients deserve the best and the same goes for our people. As a **Client Services Associate **you will help our clients realize their financial goals & aspirations and you will be a part of a growing team that...

We’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...

Job DescriptionVPIC is looking to hire a driven, hands-on contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a “can-do” attitude who thrives in a fast-paced, entrepreneurial environment, enjoys interacting with clients and advisors, and is looking to grow their career in financial services. The role reports...

Reporting to the Manager of Client and Advisor Service, the Client Service Associate provides high-level service and support to VPIC clients and advisors. The incumbent is a critical member of the team and ultimately owns the new client onboarding process. The Client Service Associate liaises with internal Portfolio Managers and external Advisors to ensure a...

We’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...

We’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...

We’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...

**What is the opportunity?** The RBC Dominion Securities branch located in Winnipeg is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team. You will play a crucial role in building and maintaining strong client relationships, ensuring client satisfaction, and contributing to the overall success of our...

We’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...

**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

Overview: At Ideal Mortgage Solutions we focus on supporting every member of our team every day. We're a dynamic Canadian company privileged with the task of matching Canadians with the best mortgage products & rates. We are a high volume, boutique mortgage brokerage with a strong focus customer service. **Responsibilities**: - Strive to be a great team...

We are seeking a Associate Consultant to join our Coughlin team in Winnipeg. **The Associate Consultant will**: - Drafting of client materials including presentations, benchmarking analysis, proposals, financial statements, and member communications. - Coordinating the set-up of new groups, and group changes, design changes, and rate changes. - Completing...

201 Portage Ave Winnipeg Manitoba,R3B 3K6 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. -...

Work Location: Winnipeg, Manitoba, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: **Job Description**: This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client...

We are seeking a Client Accounting Administrator to join our Coughlin team in Winnipeg. The Client Accounting Administrator provides administrative services to the Single and Multiple Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. This includes answering telephone inquiries and corresponding with...

**Employment Status**: - Permanent Full-Time**Location**: - Winnipeg, MB**Department**: - Retail**Reporting To**: - Investment Advisor(s) and Branch Management Team**Job Id**: - WPG - 012**Job Level**: - L3**Seniority Level**: - Associate**Position Overview**: As an Associate the incumbent will contribute to growing the business by supporting to the...

The work mode arrangement for the position is full-time on site. - As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the...

**Job Description**: As a **Service Support Associate**, you will provide in-house service and administrative support to our client service team. With a focus on customer service, well-developed communication skills and excellent Microsoft Office knowledge, you will also communicate verbally and in writing with plan administrators as well as advisors in the...

We are seeking a Client Account Administrator to join our Coughlin team in Winnipeg. The Client Account Administrator provides administrative services to the Single - and Multi - Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. This includes answering telephone inquiries and corresponding with the...