Client Service Associate

6 months ago

Toronto, Canada MD Financial Management Full time

Requisition ID: 191882

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 Representative to join our team.

**Is this role right for you? In this role you will**:

- Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization
- You will lead the identification and troubleshooting of web issues that require advanced technical support
- You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

**The Must Haves**:

- Front-line experience within a contact center environment, preferably in the financial services industry
- Completion of the Canadian Securities Course (CSC) is considered an asset
- Sales experience within the financial services industry

**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 commitment to an exceptional client experience - using your ability to understand the client’s perspective quickly and clearly by providing timely and tailored solutions.
- A sense of urgency - what is important to the client is equally important to you. You make getting things done a priority.
- Unparalleled attention to detail - an understanding of the importance of efficiency and accuracy to overall client satisfaction.
- The flexibility to work independently and as part of a broader team.
- An ability to embrace change
- thriving in a diverse environment of ever-changing priorities.
- A dedication to ongoing learning - not only related specifically to your role, but also other concerns that may impact your client.

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.

  • Client Services Associate

    4 weeks ago

    Toronto, Ontario, Canada PROSAPIENT Full time

    We help our clients discover knowledge to succeed in their goals. As a Client Services Associate at ProSapient, you will be responsible for connecting our clients with industry experts who can provide valuable insights and solutions.Our clients come to us with complex questions and problems that require specialized knowledge. You will work with our clients...

  • Client Services Associate

    5 days 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

    4 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

    2 months ago

    Toronto, Canada Manulife Full time

    As 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 Service Associate

    6 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 Service Associate

    6 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

    3 months ago

    Toronto, Canada Restoration Hardware Full time

    RH 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

    6 months ago

    Toronto, Canada Restoration Hardware Full time

    RH 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...

  • Associate, Client Services

    6 months ago

    Toronto, Canada CIBC Full time

    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...

  • Client Services Associate

    2 days 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

    6 months ago

    Toronto, Canada MD Financial Management Full time

    Requisition 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, Dealer Services

    6 months ago

    Toronto, Canada Mercer Full time

    At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally - regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are. You are welcome...

  • Client Service Associate

    3 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Service Associate

    3 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Service Associate

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Service Associate

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Service Associate

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Service Associate

    4 weeks ago

    Toronto, Canada Fiera Capital Full time

    At Fiera CapitalWe 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 growth...

  • Client Services Associate

    4 months ago

    Toronto, Canada Vesta Wealth Partners Full time

    Vesta Wealth Partners Ltd. is a Calgary based Wealth Management firm offering a unique array of active, passive, factor-based and alternatives solutions. We work closely with clients to construct optimal portfolios and are looking to welcome a Client Services Associate into our company who will be primarily responsible for managing our clients onboarding and...

  • Client Service Associate

    4 weeks ago

    Toronto, Canada Gallagher Full time

    Overview We are seeking a Client Service Associate to provide administrative support to our Groups Benefits Team. You’ll help our clients - employers of all sizes, across all industries- to build workplaces that work better. This position can be based out of Gallagher's Group Benefits office locations based in Toronto, Barrie or Sudbury. How you'll make an...