Current jobs related to Client Service Representative - Kingston, Ontario - BMO

  • Client Service Representative

    4 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Client Service Assistant to join our team. As a Client Service Assistant, you will play a critical role in supporting the success of our Investment Advisors and clients. Your primary responsibility will be to provide exceptional client service, ensuring that our clients receive the highest level of...

  • Client Service Representative

    4 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled and motivated Client Service Assistant to join our team. As a Client Service Assistant, you will play a critical role in supporting the success of our Investment Advisors and clients. Your primary responsibility will be to provide exceptional client service, ensuring that our clients receive the highest level of...

  • Client Service Representative

    4 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a Client Service Assistant, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.Key...

  • Client Service Representative

    4 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a Client Service Assistant, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and providing exceptional client service to achieve business objectives.Key...

  • Client Service Associate

    2 weeks ago

    Kingston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. Your primary responsibility will be to prepare...

  • Customer Service Representative

    2 weeks ago

    Kingston, Ontario, Canada Elite Window Cleaning Full time

    We are seeking a highly skilled Customer Service Representative to join our team at Elite Window Cleaning. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Provide timely and effective responses to...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada UniFirst Corporation Full time

    Customer Service Representative Job DescriptionAt UniFirst Corporation, we're seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada UniFirst Corporation Full time

    Customer Service Representative Job DescriptionAt UniFirst Corporation, we're seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key...

  • Customer Service Representative

    2 weeks ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    We are seeking a detail-oriented Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd. As a key member of our retail team, you will be responsible for providing exceptional customer service, answering inquiries, and performing general office duties.Key Responsibilities:Answer customer inquiries and provide information in a timely...

  • Customer Service Representative

    2 weeks ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    We are seeking a detail-oriented and organized Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd. As a key member of our retail team, you will be responsible for providing excellent customer service, answering inquiries, and performing general office duties.Key Responsibilities:Answer customer inquiries and provide...

  • Customer Service Representative

    7 days ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    Job Title: Customer Service RepresentativeAbout the Role:This is an exciting opportunity to join Findlay Foods (Kingston) Ltd. as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving issues in a timely and professional manner.Key...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada UniFirst Corporation Full time

    Customer Service RepresentativeAt UniFirst Corporation, we're seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada UniFirst Corporation Full time

    Customer Service RepresentativeAt UniFirst Corporation, we're seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key...

  • Client Service Representative Hourly

    4 weeks ago

    Kingston, Ontario, Canada CIBC Full time

    À la Banque CIBC, nous recherchons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Client Service Representative Hourly

    4 weeks ago

    Kingston, Ontario, Canada CIBC Full time

    À la Banque CIBC, nous recherchons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Customer Service Representative

    1 week ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    We are seeking a detail-oriented and organized Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd. in a retail/wholesale establishment/distribution centre setting.Key Responsibilities:Provide excellent customer service and answer inquiries in a fast-paced environment.Perform general office duties, including maintaining filing...

  • Customer Service Representative

    1 month ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd.Job Summary:The Customer Service Representative will be responsible for providing excellent customer service, answering inquiries, and performing general office duties. The ideal...

  • Customer Service Representative

    1 month ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd.Job Summary:The Customer Service Representative will be responsible for providing excellent customer service, answering inquiries, and performing general office duties. The ideal...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd.Job Summary:The Customer Service Representative will be responsible for providing excellent customer service, answering inquiries, and performing general office duties. The ideal...

  • Customer Service Representative

    4 weeks ago

    Kingston, Ontario, Canada Findlay Foods (Kingston) Ltd. Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at Findlay Foods (Kingston) Ltd.Job Summary:The Customer Service Representative will be responsible for providing excellent customer service, answering inquiries, and performing general office duties. The ideal...

Client Service Representative

2 months ago

Kingston, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and motivated Client Service Assistant to join our team at BMO. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and branch operations with day-to-day administration and exceptional client service.

Key Responsibilities
  • Coordinate marketing activities on behalf of the advisory team, including website and social media initiatives.
  • Assist the advisory team in preparing for client meetings, including scheduling appointments.
  • Handle clients' general day-to-day requests and inquiries, including basic money movement and technology issues.
  • Generate reports and documents for IAs and clients as requested and process items for client accounts and files.
  • Maintain and organize client database and client files.
  • Ensure transactions and tasks are appropriately assigned to team members and completed.
  • Provide team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gather and distribute information on updates to training, guidelines, technology, and other business-related information.
  • Develop rapport and instill confidence with the client to develop credibility and promote a positive client experience.
  • Follow 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.
  • Protect the Bank's assets and clients' assets and comply with all regulatory, legal, and ethical requirements.
  • Maintain the confidentiality of client and Bank information.
  • Complete complex and diverse tasks within given rules/limits.
  • Analyze issues and determine next steps; escalate as required.
Requirements
  • 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 is an asset.
  • Knowledge of operational aspects of traditional and non-traditional products is an asset.
  • Familiarity with technology applications and software used in the financial planning and investment industry.
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook exam within 18 months from date of hire.
  • Successful completion of the 30-day BMO NB Investment Representative Licensing Program.
  • Basic specialized knowledge.
  • Verbal and written communication skills – Good.
  • Organization skills – Good.
  • Collaboration and team skills – Good.
  • Analytical and problem-solving skills – Good.
What We Offer

BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional development and growth within the company.

We are an equal opportunities employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.