Client Service Assistant

2 weeks ago

Simcoe, Canada BMO Financial Group Full time

23 Norfolk Street South Simcoe Ontario,N3Y 2V8

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.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- 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 clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- 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 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- 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 Representative

    1 month ago

    Simcoe, 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 Service Associate

    1 month ago

    Simcoe, Canada VON Canada (Ontario) Full time

    **Requisition Details**: Employment Status: Temporary, Part Time (0.8 FTE) Program Name: Community Support Services Number of Hours Bi-Weekly: 60 Work Schedule: Days Anticipated End Date: 03/29/2024 On Call: No **Job Summary**: The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients and the assignment of clients to...

  • Client Care Coordinator

    1 month ago

    Simcoe, Canada Amplifon Full time

    **Position Summary**: As a Client Care Coordinator, you change lives by empowering people to rediscover all the emotions of sound. You create an exceptional client experience, by going the extra mile to foster an inclusive, welcoming, and people-oriented environment. You build trusted relationships with your clients from the moment they step into our door,...

  • Client Care Coordinator

    1 month ago

    Simcoe, Canada Amplifon Group Full time

    **Position Summary **As a Client Care Coordinator, you change lives by empowering people to rediscover all the emotions of sound. You create an exceptional client experience, by going the extra mile to foster an inclusive, welcoming, and people-oriented environment. You build trusted relationships with your clients from the moment they step into our door, by...

  • Customer service assistant

    2 weeks ago

    Simcoe, Canada Haldimand-Norfolk Community Senior Support Services Full time

    Education: College/CEGEPExperience: 3 years to less than 5 yearsWork settingRural areaAssociations and non profit organizationsPublic sectorTasksAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredIssue receipts and other formsMaintain records and statisticsObtain and examine all...

  • Customer service assistant

    3 weeks ago

    Simcoe, Canada Haldimand-Norfolk Community Senior Support Services Full time

    Education: Expérience: EducationCollege/CEGEPWork settingRural areaAssociations and non profit organizationsPublic sectorTasksAnswer inquiries and provide information to customersArrange for billing for servicesExplain the type and cost of services offeredIssue receipts and other formsMaintain records and statisticsObtain and examine all relevant...

  • Experienced Tree Service Ground Worker

    1 month ago

    Simcoe County, Canada Woodland Tree Service Full time

    **About Us**: Woodland Tree Service is a leading tree service company dedicated to providing top-notch tree care and maintenance services. With a commitment to safety, professionalism, and customer satisfaction, we have built a strong reputation in the industry. As we continue to grow, we are seeking experienced and skilled Tree Service Ground Workers to...

  • Administrative Assistant

    1 month ago

    Simcoe, 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...

  • assistant manager

    4 weeks ago

    Simcoe, Canada BarBurrito Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 1 year to less than 2 yearsTasksDetermine type of services to be offered and implement operational proceduresConduct performance reviewsOrganize and maintain inventoryEnsure health and safety regulations are followedNegotiate arrangements...

  • assistant manager

    3 weeks ago

    Simcoe, Canada BarBurrito Full time

    Education: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasksDetermine type of services to be offered and implement operational proceduresConduct performance reviewsOrganize and maintain inventoryEnsure health and safety regulations are followedNegotiate arrangements with suppliers for...

  • Administrative Assistant

    4 weeks ago

    Simcoe, Canada Norfolk General Hospital Full time

    **Position Title: Administrative Assistant** **Position Status: Part Time** **Posting No.: 23-120** **Posting Date: June 26, 2023** **Deadline to Apply: July 3, 2023** **About the Position** Norfolk General Hospital’s Holmes House is seeking an experienced administrative assistant to work part time to help support scheduling and data...

  • Administrative Assistant

    4 weeks ago

    Simcoe, Canada Haldimand-Norfolk REACH Full time

    _Haldimand-Norfolk REACH is a multi-service agency, providing Autism & Behaviour Services, Child & Youth Mental Health Services, Developmental Services, Youth Services, Adult Counselling Services, and several Early Learning Intervention & Care services including EarlyON Child & Family Centres and the Community Action Program for Children._ - H-N REACH serves...

  • Residential House Cleaner

    4 days ago

    Simcoe, Canada Elite Cleaning Service Full time

    Job description We are looking for someone to clean weekdays in Simcoe, Delhi, Dover, Waterford and surrounding area. Part time work Permanent leading to full time Permanent, Cleaning Private homes in and around Delhi, Simcoe, Port Dover, Waterford and surrounding area. We are in demand all year around, and are hiring all the time. Our company is famous...

  • Outreach and Service Delivery Worker

    20 hours ago

    Simcoe, Canada TNO – THE NEIGHBOURHOOD ORGANIZATION Full time

    **Outreach and Service Delivery Worker** TNO - The Neighbourhood Organization (TNO) is a well-established community-based social and health service agency providing a wide range of programs and services supporting low-income and newcomer communities across Ontario and sometimes across different provinces through online services and referrals. We are seeking...

  • Administrative Assistant

    1 month ago

    Simcoe, Canada FS PARTNERS, a division of GROWMARK, Inc. Full time

    FS PARTNERS is a retail division of GROWMARK, Inc. We are an agribusiness that specializes in agronomy and grain marketing products and services. We are driven to deliver innovative solutions to help improve the profitability of our customers and farmer-owners. **Are you looking for an exciting career in agriculture? Join the dynamic FS team** **supporting...

  • Pharmacy Assistant

    1 month ago

    Simcoe, Canada Walmart Canada Full time

    **Position Summary... **:The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient care. The Pharmacy Assistant is expected to participate in all aspects of Pharmacy Operations required of a team player. They are a key member in...

  • Assistant Manager

    7 days ago

    Simcoe, Canada Little Caesars Full time

    Little Caesars in Simcoe is currently hiring an Assistant Store Manager. In this role you will work approximately 35 hours weekly with a combination of opening, closing and daytime shifts. As a leader in the store you will supervise a team of employees to achieve a productive work environment, reach sales and profitability goals while providing exceptional...

  • Coordinator of Nursing Services

    5 days ago

    Simcoe, Canada AGTA Home Health Care Simcoe County Full time

    **OVERVIEW** **Languages** - English **Asset Language** - Persian **Education** - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experience **Experience** - 2 years to less than 3 years **Work Setting** - Home care and visiting care agency **RESPONSIBILITIES** **Tasks** - Assist in...

  • Financial Service Representative

    1 month ago

    Simcoe, Canada The Co-operators Full time

    **Position Overview**: **Company**:CGIC **Number of Positions**: 1 **Language**: This role operates in English. **Work Model**:Remote-based **Alternate Title**: FSR **Additional Information**: **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team...

  • Financial Services Representative

    4 weeks ago

    Simcoe, Canada Co-operators Full time

    En qualité de spécialiste des services financiers, vous dispensez des conseils de vente et de service de grande qualité dans le domaine des services financiers dans le but d’établir et d’approfondir des relations avec la clientèle. Vous êtes chargé de stimuler la croissance des ventes des produits de placement et d’assurance vie par la...