Client Service Associate
16 hours ago
BMO is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Sales and Service team, you will play a critical role in supporting our Investment Advisors and clients.
Key Responsibilities- Provide exceptional client service to support the achievement of business objectives.
- Coordinate marketing activities, including website and social media initiatives, to promote our services.
- Schedule and prepare client portfolio reviews, including setting up client calls and preparing reviews.
- Follow up on client inquiries, account maintenance, and new account set-ups.
- Resolve client complaints in a timely and effective manner.
- Accept and execute client-initiated trades and provide stock information as requested.
- Handle clients' general day-to-day requests and inquiries.
- Generate reports and documents for clients and Investment Advisors.
- Maintain and organize client databases and files.
- Monitor incoming and outgoing assets and notify Investment Advisors of required actions.
- Administer and process documentation related to client files and regulatory requirements.
- Ensure transactions and tasks are appropriately assigned to team members and completed.
- Mentor and coach new or junior team members.
- Provide support on technology issues and general inquiries.
- Gather and distribute information on updates to training, guidelines, and technology.
- Develop rapport and instill confidence with clients to promote a positive experience.
- Follow through on risk and compliance processes and policies.
- Typically between 3 – 5 years of relevant experience and/or certification in a related field.
- Advanced knowledge of investment processes and procedures.
- Advanced knowledge of administrative processes and procedures.
- Knowledge of compliance practices and regulations.
- Knowledge of proprietary products and services.
- Knowledge of trade processing rules.
- Successful completion of the Canadian Securities Course and Conduct and Practices Handbook.
- Current registration as an Investment Representative.
- 10 CO credits/Compliance training over a 2-year cycle.
BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.
-
Client Services Associate
3 weeks ago
Ottawa, Ontario, Canada Ottawa Humane Society Full timeAbout the Ottawa Humane Society At the OHS, you'll have access to extensive professional development opportunities, a supportive and collaborative team environment, mentorship programs, and competitive compensation. Most importantly, you'll make a real difference in the lives of animals who need us most. The Role: Client Services Associate As a Client...
-
Client Service Associate
1 week ago
Ottawa, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Create reports for analysis of client accountsCommunicate...
-
Client Service Associate
2 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Create reports for analysis of client accountsCommunicate...
-
Client Service Associate
2 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Create reports for analysis of client accountsCommunicate...
-
Client Service Associate
1 week ago
Ottawa, Ontario, Canada TD Bank Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Create reports for analysis of client accountsCommunicate...
-
Client Service Associate
3 hours ago
Ottawa, Ontario, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Client Service Associate 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 providing exceptional client service to drive business growth.Key ResponsibilitiesCoordinate marketing activities to promote...
-
Client Service Associate
2 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our TD Private Wealth Management team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesClient Support: Provide dedicated administrative support to...
-
Client Service Associate
1 week ago
Ottawa, Ontario, Canada TD Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our TD Private Wealth Management team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesClient Support: Provide dedicated administrative support to...
-
Senior Client Service Associate, Payments
1 week ago
Ottawa, Ontario, Canada Scotiabank Full timeSenior Client Service Associate, Payments & Cash Management, Canadian Business Banking Join a purpose-driven team committed to delivering exceptional results in a high-performing culture. Purpose The Senior Client Service Associate, Payments & Cash Management, provides critical support to the Director & Group Lead, PCM, ensuring the successful execution...
-
Senior Client Service Associate, Payments
6 days ago
Ottawa, Ontario, Canada Scotiabank Full timeSenior Client Service Associate, Payments & Cash Management Join a purpose-driven team committed to delivering exceptional results in a high-performing culture. About the Role This is an exciting opportunity to contribute to the success of Canadian Business Banking, ensuring specific individual goals and initiatives are executed in support of the team's...
-
Ottawa, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Client Service Associate to join our National Accounts team at Scotiabank. As a key member of our Commercial Banking team, you will be responsible for providing exceptional client service and support to our national account clients.Key ResponsibilitiesProvide back-up support to Directors and Associate...
-
Ottawa, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Client Service Associate to join our National Accounts team at Scotiabank. As a key member of our Commercial Banking team, you will be responsible for providing exceptional client service and support to our national account clients.Key ResponsibilitiesProvide back-up support to Directors and Associate...
-
Senior Client Service Associate, Payments
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 206142 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Client Service Associate, Payments & Cash Management, Canadian Business Banking (Ottawa or Toronto, Ontario) Purpose Contributes to the overall success of Canadian Business Banking, ensuring specific individual goals, plans,...
-
Client Services Associate H/F
4 weeks ago
Ottawa, Ontario, Canada Raymond James Financial Full timeCompany Overview: Raymond James Financial is a premier independent investment firm in Canada, dedicated to providing exceptional investment solutions tailored to the wealth management needs of our clients.Position Summary: We are seeking a proactive and detail-oriented individual to join our team as a Client Services Associate. This role requires outstanding...
-
Client Relationship Associate
4 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeJoin Our Team at Scotiabank Scotiabank, a prominent financial institution in the Americas, is seeking a dedicated and enthusiastic Client Relationship Associate to enhance our Client Services & Trade Centre. In this role, you will report directly to the Manager of Client Services & Trade Centre. Your primary responsibility will be to assist clients in...
-
PIA Client Service Associate
2 weeks ago
Ottawa, Ontario, Canada TD Bank Full timeWork Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Private Wealth Management...
-
Client Service Associate
11 hours ago
Ottawa, Ontario, Canada BMO Full timeSupport Investment Advisors and Branch Operations Provide exceptional client service, administrative support, and coordination of marketing activities to achieve business objectives. Book meetings with new prospects and prepare introductory packages. Coordinate marketing activities, including website and social media initiatives. Schedule...
-
Client Service Associate
4 weeks ago
Ottawa, Ontario, Canada Omniscient Wellness Centre Inc. Full timePosition OverviewAs a Guest Service Representative at Omniscient Wellness Centre Inc., you will play a crucial role in ensuring a welcoming and efficient environment for our clients. This is a permanent position requiring a commitment of 40 hours per week.Work EnvironmentYour primary workplace will be within a spa setting, where you will interact with...
-
Ottawa, Ontario, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Client Service Associate to join our Payments and Cash Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to our complex, high-valued clients.Key ResponsibilitiesProvide timely and accurate fulfillment of cash management and related...
-
Client Service Associate
4 weeks ago
Ottawa, Ontario, Canada Omniscient Wellness Centre Inc. Full timePosition OverviewAs a Guest Service Representative at Omniscient Wellness Centre Inc., you will play a vital role in ensuring a positive experience for our clients. Your responsibilities will encompass a variety of tasks aimed at providing exceptional customer service in a dynamic environment.Employment DetailsJob Type: PermanentWork Language: EnglishWork...
