Current jobs related to Client Service Associate - Toronto - MD Financial Management
-
Client Service Associate
7 days ago
Toronto, Canada Moody's Investors Service Full time**What you will achieve in this role**: - Provide back up to other Client Services & Support Generalists when required. - Identify problems and take action or escalate to others that can take action. - Prepare classroom before each exam session when necessary. - Provide backup as an invigilator as needed. - Being authoritative yet approachable as an...
-
Client Service Associate
11 hours ago
Toronto, Canada Nicola Wealth Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...
-
Client Service Associate
2 weeks ago
Toronto, Canada Compuneel Full time**Title - Service Associate II** **Location: 200 Bloor Street East, Toronto, Canada** **Contract** **HM Notes**: - Develop a deeper understanding of clients and their needs to ensure they are being adequately met. - Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial...
-
Client Service Associate
5 days ago
Toronto, Canada Echelon Wealth Partners Full time**JOB TITLE**: Client Service Associate (VESTCAP Investment Management) **LOCATION**: Toronto, ON **INDUSTRY**: Financial Services **COMPANY OVERVIEW**: Vestcap Investment Management is a boutique, Canadian-owned-and-operated portfolio management firm, known for our client-centered approach and entrepreneurial spirit. Vestcap is a compelling option for...
-
Client Services Associate
2 weeks ago
Toronto, Canada August Group Full time**Company Profile** **August Lifestyle** August Lifestyle fulfills the responsibility of accommodating the day to day needs of athletes and HNW individuals under the August brand as well as a select few individuals who have chosen to participate in the August brand solely through the Lifestyle division. August Lifestyle associates are crucial to the August...
-
Client Services Associate
1 month ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Client Services Associate** **Location**:This position will be based out of our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
-
Client Services Associate
1 month ago
Toronto, Canada Wellington-Altus Private Wealth Inc. Full time**Client Services Associate** **Location**:This position will be based out of our Toronto office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
-
Client Service Associate
2 weeks ago
Toronto, Ontario, Canada Prime Quadrant Full timeOverviewWe seek a driven professional to join our growing team at Prime Quadrant as a Private Client Associate. In this role, the successful candidate will provide supporting functions to Senior Consultants and Associate Consultants across client service, administration, and investment introductions.Job SummaryThis role offers a unique opportunity for...
-
toronto, Canada Client Server Full timeLead Software Engineer / Developer (Python Rust AWS) Toronto / WFH to C$130,000 Are you a Lead Software Engineer who enjoys interacting with clients?You could be joining a growing, global, FinTech services company that has seen 30-40% year on year growth for the past 10 years and has ambitious growth plans, as they expand their presence in Canada.As a Lead...
-
Client Service
2 weeks ago
Toronto, Canada Moody's Investors Service Full timeImagine what we can INSPIRE with you Moody’s empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together. Department Buyside Solutions OU Role/Responsibilities Moody’s Analytics helps capital markets and risk management professionals...
-
toronto, Canada Client Server Full timeLead Software Engineer / Developer (Python Rust AWS) Toronto / WFH to C$130,000 Are you a Lead Software Engineer who enjoys interacting with clients?You could be joining a growing, global, FinTech services company that has seen 30-40% year on year growth for the past 10 years and has ambitious growth plans, as they expand their presence in Canada.As a Lead...
-
Client Service Associate
5 months ago
Toronto, Canada SPS-North America Full time#temporary **Job Title**:Client Services Associate** **Reports To**: The **Client Services Associate** will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. **Job Overview**: The **Client Services Associate** provides exceptional office and mail services, delivering operational functions in the following areas:...
-
Client Service Associate
3 months ago
Toronto, Canada Manulife Full timeAs a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor’s clients from Manulife...
-
Client Services Associate
4 months ago
Toronto, Canada Restoration Hardware Full timeRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...
-
Client Services Associate
7 months ago
Toronto, Canada Restoration Hardware Full timeRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...
-
Client Services Associate
1 week ago
Toronto, Canada Restoration Hardware Full timeRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the...
-
Client Service Associate
7 months ago
Toronto, Canada MD Financial Management Full time**Requisition ID**: 197928 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Client Services Associate
2 weeks ago
Toronto, Canada Worksite Safety Full time**Position: Client Services Associate** **Employment: Full-time (40 Hours/Week)** **Location: North York, ON (In-Office Only)** **Salary: $45,000 ($52,000 Bilingual French)** We’re looking for an enthusiastic Client Services Associate who is **self-motivated and passionate about amazing customer service**. If you love talking to people, solving...
-
Client Service Associate
7 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 188077 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...
-
Client Service Associate
3 weeks ago
Toronto, Canada Gravity Pope Full timeOur gravitypope Toronto store is inviting applicants to fill the key role of part time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. Sunday to Wednesday availability is required. **Duties and responsibilities include**: - Providing exceptional...
Client Service Associate
7 months ago
Requisition ID: 197928
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.
As a Client Service Associate, you will be responsible for providing administrative and operational support to Financial Consultants & Portfolio Managers.
**Is this role right for you? In this role you will**:
- Provide service and sales support to Financial Consultants and Portfolio Managers, responding to all inquiries from current and prospective clients concerning MD products and services
- Be accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests
- Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
- Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
- Book client meetings, prepare files, send meeting reminders, and respond to time-sensitive requests from Advisors during client meetings
- Process documentation related to new accounts and trade requests & input transaction requests, confirming all regulatory requirements are adhered to
- Identify opportunities, anticipate client needs, & partner with other lines of business to arrange mutually beneficial client contact strategies
- Support and participate in the research and resolution of a variety of complex client concerns
- Adhere to professional standards including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration
- Ensure that monthly compliance-related tasks, such as compliance reporting logs and follow up on non-compliant paperwork, are completed
- Liaise with Accountants and third parties to provide tax documents or statements as requested
- Be responsible for other general office duties, including reception coverage as required
**The Must Haves**:
- College diploma or university degree in business, commerce or equivalent
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
- IIROC licensed as an Investment Representative which includes the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 30- day training
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2
**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
- A dedication to client service
- Strong organizational skills
- Strong attention to detail and follow-through skills
- Excellent verbal and written communication skills
- Initiative and are resourceful
- An ability to work independently or effectively within a team
- An ability to manage multiple priorities in a fast
- paced environment
- An ability to effectively manage change
- A focus on achieving results
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.