Client Service Associate

5 months ago

Edmonton, Canada BMO Financial Group Full time

10180 101 Street, Suite 800 Edmonton Alberta,T5J 3S4

As a Client Service Associate you will support with the BMO Nesbitt Burns branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
- Coordinates marketing activities on behalf of several Investment Advisors.
- Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
- Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
- Accepts and processes orders over the phone or in person.
- Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Prepares and vets client / prospect calls lists; tracks progress as required.
- Maintains and organizes client database.
- Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
- Organizes work and information to ensure accuracy and completeness.
- Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
- ** Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic/intermediate knowledge of investment process and procedures.
- Strong knowledge of administrative process and procedures as contained in Sales Administration Manual.
- Knowledge of proprietary products and services, and fund company offerings.
- Knowledge of compliance rules (proprietary and industry).
- Knowledge of trade processing rules
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook
- Current registration as an Investment Representative (IR).
- 12 hours of ongoing compliance training every 3 year cycle to meet mandatory IDA Continuing Education Program requirements.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Client Service Associate

    5 months ago

    Edmonton, Canada Raymond James Financial, Inc. Full time

    **Client Service Associate** - 2401480 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Client Services Associate

    5 months ago

    Edmonton, Canada Worksite Safety Full time

    **Position: Client Services Associate** **Employment: Full-time (40 Hours/Week)** **Location: Edmonton, AB (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 problems...

  • Client Service Associate

    3 days ago

    Edmonton, Alberta, Canada LA VIVA HAIR SALON & SPA Full time

    Job DescriptionWe are seeking a skilled Client Service Associate to join our team at LA VIVA HAIR SALON & SPA. This is a permanent position working 40 hours per week.This role involves providing exceptional customer service, greeting clients, and directing them to the relevant areas or contacts.You will be responsible for obtaining and processing information...

  • Client Service Associate

    6 months ago

    Edmonton, Canada Gravity Pope Full time

    Our Edmonton footwear store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...

  • Client Service Associate

    5 months ago

    Edmonton, Canada Bureau Veritas Full time

    Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the status quo? If you want to make a difference and love being surrounded by the best and the brightest minds, Bureau Veritas Canada might be the place for you! **Here are...

  • Private Client Services Associate

    1 month ago

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

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, Alberta** We are looking for the next **Private Client Services Associate **to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will...

  • Private Client Services Associate

    5 months ago

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

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, Alberta** We are looking for the next **Private Client Services Associate **to join our Calgary office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Client Success Associate

    5 months ago

    Edmonton, Canada OFX Full time

    **Company Description** Hi.** We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence. At OFX, you’ll have the opportunity to reach beyond...

  • Pia Client Service Associate

    1 month ago

    Edmonton, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.** **TD Private Investment Advice **offers clients the chance to...

  • Private Trust Client Service Associate

    5 months ago

    Edmonton, Canada TD Bank Full time

    **Private Trust Client Service Associate**: - 416219BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** TD...

  • Pic Private Client Service Associate

    5 months ago

    Edmonton, Canada TD Bank Full time

    **PIC Private Client Service Associate**: - 423775BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...

  • Client Service Associate

    3 days ago

    Edmonton, Alberta, Canada ATB Financial Full time

    About the RoleThis is a temporary 6 months opportunity with the possibility of becoming permanent.This role requires Wednesday evening & Saturday shifts on a rotating basis.As ATB's next Client Service Representative, you are responsible for providing face-to-face core transactional banking services to ATB clients.This involves providing professional and...

  • Associate, Commercial Client Care

    4 months ago

    Edmonton, Canada Acera Insurance Full time

    Associate, Commercial Client Care Jul 11, 2024 Location: Calgary, AB, CA Fort McMurray, AB, CA Red Deer, AB, CA Sylvan Lake, AB, CA Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged...

  • Pic Private Client Service Associate

    1 month ago

    Edmonton, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel **provides the highest level of...

  • Insurance Associate

    3 days ago

    Edmonton, Alberta, Canada Acera Insurance Full time

    Associate, Commercial Client Care and ServiceWe're seeking a highly skilled and detail-oriented Associate to join our Commercial Client Care team. As an Associate, you will work closely with Client Executives to provide exceptional customer service, process policy documents, and maintain accurate file documentation.Key Responsibilities:Provide customer...

  • Client Service Specialist

    5 months ago

    Edmonton, Canada NorAlta Health Full time

    This is a full time on site Client Service Specialist role in Edmonton, AB. The role will be responsible for the day to day operations of our medical assessments operations. This will include Client facing, professional communication, management of multiple physician schedules, booking of new referrals and management of medical documents. Key...

  • Warehouse Associate

    4 weeks ago

    Edmonton, Alberta, Canada Hussco Service & Consultants Full time

    Job SummaryHussco Service & Consultants is seeking a highly motivated and detail-oriented Warehouse Associate to join our team. As a key member of our warehouse operations, you will be responsible for loading, unloading, and moving products and materials by hand or with basic material handling equipment.Key ResponsibilitiesLoad, unload, and move products and...

  • Manager, Client Services

    5 months ago

    Edmonton, Canada Alberta Construction Safety Association Full time

    The Alberta Construction Safety Association (ACSA) is a registered independent not-for-profit society whose Mission is:_ - _ - Leverage industry _ - expertise_ - through engagement, products, services, and education to support the continuous improvement of the safety culture in Alberta's construction industry_ - ._ **Manager, Client Services** **Duties and...

  • Food Service Associate

    4 weeks ago

    Edmonton, Alberta, Canada The Taproom Ltd Full time

    The Taproom Ltd is seeking a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service, addressing customer complaints, and presenting menus to patrons. You will also be responsible for taking orders, serving food and beverages, and assisting clients with special needs.Key...

  • Ia Client Service Associate

    5 months ago

    Edmonton, Canada TD Bank Full time

    **Work Location**: Edmonton, Alberta, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **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 Reviews)...