Current jobs related to Associate - Client Service Specialist - Montreal, Quebec - RBC - Royal Bank

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at TD Wealth. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial planners and clients.Key ResponsibilitiesProvide dedicated sales and service support to TD Wealth Financial...

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Service Associate to join our team at TD Wealth. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial planners and clients.Key ResponsibilitiesProvide dedicated sales and service support to TD Wealth Financial...

  • Associate, Client Services Specialist

    3 weeks ago

    Montreal, Quebec, Canada LOGICIELS PROSPECTS INC. Full time

    Job Description:As a Client Services Associate at LOGICIELS PROSPECTS INC., you will play a vital role in providing exceptional support to our clients. Your primary responsibility will be to offer professional assistance to our customers through phone and email, ensuring that their queries are resolved efficiently and effectively.Key Responsibilities:Provide...

  • Associate, Client Services Specialist

    1 month ago

    Montreal, Quebec, Canada LOGICIELS PROSPECTS INC. Full time

    DescriptionProspects Solutions by CoreLogic is a leading provider of real estate software solutions. We are seeking a highly skilled Associate, Client Services to join our dynamic team.ResponsibilitiesProvide exceptional customer service to our clients via phone and email.Resolve technical issues related to our software.Offer outstanding support to our...

  • Associate, Client Services Specialist

    1 month ago

    Montreal, Quebec, Canada LOGICIELS PROSPECTS INC. Full time

    DescriptionProspects Solutions by CoreLogic is a leading provider of real estate software solutions. We are seeking a highly skilled Associate, Client Services to join our dynamic team.ResponsibilitiesProvide exceptional customer service to our clients via phone and email.Resolve technical issues related to our software.Offer outstanding support to our...

  • Senior Client Specialist

    4 weeks ago

    Montreal, Quebec, Canada GardaWorld Full time

    Job Title: Senior Client Specialist - Banking ClientsGardaWorld Cash Services is seeking a highly skilled Senior Client Specialist to join our team. As a Senior Client Specialist, you will be responsible for overseeing client relations, handling escalations, and prioritizing communications across departments.Key Responsibilities:Act as a privileged...

  • Senior Client Specialist

    4 weeks ago

    Montreal, Quebec, Canada GardaWorld Full time

    Job Title: Senior Client Specialist - Banking ClientsGardaWorld Cash Services is seeking a highly skilled Senior Client Specialist to join our team. As a Senior Client Specialist, you will be responsible for overseeing client relations, handling escalations, and prioritizing communications across departments.Key Responsibilities:Act as a privileged...

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, 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 The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key ResponsibilitiesPrepare documentation and...

  • Client Service Associate

    1 month ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). 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:Prepare documentation and...

  • Client Service Associate

    1 month ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). 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:Prepare documentation and...

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, 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 The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key ResponsibilitiesPrepare documentation and...

  • Senior Client Service Associate

    2 months ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe are seeking a highly skilled and motivated Senior Client Service Associate to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.Key ResponsibilitiesChampion a customer-focused culture to...

  • Senior Client Service Associate

    2 months ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe are seeking a highly skilled and motivated Senior Client Service Associate to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.Key ResponsibilitiesChampion a customer-focused culture to...

  • Senior Client Specialist

    1 month ago

    Montreal, Quebec, Canada GardaWorld Full time

    About the RoleWe are seeking a highly skilled Senior Client Specialist - Banking Clients to join our team at GardaWorld Cash Services. As a key member of our client relations team, you will be responsible for overseeing client relationships, handling escalations, and coordinating requests across departments.Key ResponsibilitiesMonitor service quality and...

  • Senior Client Specialist

    1 month ago

    Montreal, Quebec, Canada GardaWorld Full time

    About the RoleWe are seeking a highly skilled Senior Client Specialist - Banking Clients to join our team at GardaWorld Cash Services. As a key member of our client relations team, you will be responsible for overseeing client relationships, handling escalations, and coordinating requests across departments.Key ResponsibilitiesMonitor service quality and...

  • Client Service Associate

    2 weeks ago

    Montreal, Quebec, Canada Dialectica Full time

    At Dialectica, we are on the quest to empower better decision-making by connecting top business professionals with the world's leading experts. As a Client Service Associate, you will play a vital role in making this happen.Key Responsibilities:Conduct in-depth research into industries and companies to identify top experts and their relevant...

  • Client Service Associate

    1 month ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at TD Wealth. As a key member of our team, you will provide exceptional sales and service support to our Financial Planners, ensuring seamless client experiences and driving business growth.Key ResponsibilitiesRespond to client and Financial Planner inquiries, providing...

  • Client Service Associate

    1 month ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at TD Wealth. As a key member of our team, you will provide exceptional sales and service support to our Financial Planners, ensuring seamless client experiences and driving business growth.Key ResponsibilitiesRespond to client and Financial Planner inquiries, providing...

  • Senior Client Service Associate, MD Signature

    3 weeks ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryAs a Senior Client Service Associate at MD Financial Management, you will play a critical role in delivering exceptional client experiences and deepening relationships with our clients. You will be responsible for championing a customer-focused culture, preparing and processing client documentation, and maintaining accurate client contact...

  • Specialist, Client Development

    1 month ago

    Montreal, Quebec, Canada Bennett Jones Full time

    Job Title: Specialist, Client DevelopmentBennett Jones is a leading international law firm with a strong presence in Canada and the United States. We are seeking a highly skilled Specialist, Client Development to join our national Client & Business Development Team in Montreal.About the Role:The Specialist, Client Development will play a key role in...

Associate - Client Service Specialist

2 months ago

Montreal, Quebec, Canada RBC - Royal Bank Full time
Job Summary

RBC Dominion Securities is seeking a highly skilled Associate to join a dynamic advisory team. As a key member of the team, you will play a vital role in delivering exceptional client service and administrative support.

Key Responsibilities
  • Provide professional servicing of client inquiries, including telephone and email contacts
  • Support Investment Advisors in administrative duties related to client accounts
  • Assist in preparing client reviews and presentations
  • Request information and documentation from clients to maintain accurate client files
  • Coordinate meetings and prepare mailings, such as seminars and newsletters
  • Monitor pending transfers to ensure timely completion
Requirements
  • Bilingualism (English and French) is required, as you will interact with clients and RBC partners across Canada
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are mandatory
  • Minimum of 2 years of experience in the securities industry
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a lasting impact in a dynamic and collaborative team
  • A world-class training program in financial services
Additional Information

RBC Dominion Securities is committed to building inclusive teams and an equitable workplace. We strive to provide an accessible candidate experience for our prospective employees with different abilities.