Client Service Management Professional

Job OverviewCheng-Chung Yu Professional Corporation is seeking a highly skilled Senior Financial Management Professional to join our team.Estimated Salary: $60,000 - $80,000 per yearJob Description:The successful candidate will be responsible for maintaining and balancing various accounts using manual and computerized bookkeeping systems. This includes...

Rite Alliance Management Inc. is seeking a highly skilled Financial Services Manager to join our team. This permanent role offers an estimated annual salary of $90,000-$110,000, depending on experience and qualifications.Job Summary:This position requires the ability to evaluate daily operations, plan and control budget and expenditures, and plan and...

Job OverviewThe Senior Client Onboarding Specialist is responsible for ensuring a seamless client onboarding experience. This involves managing all aspects of new advisor onboarding, providing high-quality customer service, and adhering to established service levels.Key Responsibilities:• Ensure client onboarding data accuracy by applying high standards of...

We are seeking a Strategic Marketing Professional to join our team at Right Solution Professional Services.About the RoleThe successful candidate will be responsible for supervising professional and support staff, performing administrative tasks, and planning development projects. Key responsibilities include developing venture capital sources, responding to...

Job SummaryZhang Law Professional Corporation seeks an administrative professional to support our team. The successful candidate will have a bachelor's degree and 1-2 years of experience in administration.Key ResponsibilitiesCompile data to prepare documents and reportsEstablish and coordinate administrative policies and proceduresPrepare and coordinate the...

About the Role">This is a challenging opportunity for a highly motivated and organized individual to join our team as a Transition Administrator. In this role, you will be responsible for providing exceptional customer service by managing all aspects of onboarding new advisors.">Responsibilities">">Ensure accurate and timely completion of client onboarding...

Job Description:We are seeking an experienced Financial Services Manager to join our team at Rite Alliance Management Inc. This is a permanent position with 30 hours of work per week, offering a competitive salary and excellent benefits.Key ResponsibilitiesEvaluate daily operations and plan control budget and expenditures effectively.Plan and organize daily...

At ASHISH PATEL PROFESSIONAL CORPORATION, we are seeking a highly skilled Financial Planning and Accounting Professional to join our team.The ideal candidate will have a strong background in accounting and financial planning, with the ability to analyze complex financial data and develop strategic plans to drive business growth.Key Responsibilities:Identify...

Job OverviewBrown & Brown Canada is seeking a highly skilled Client Service Associate to join our Private Client Team in Markham.Salary and BenefitsWe offer competitive pay based on experience, with an estimated annual salary range of $65,000 - $90,000.Our generous benefits package includes health, dental, vision, and employee stock purchase plan options.Job...

Job DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at SAK Professional.About the RoleThis permanent position offers a competitive salary of $60,000 - $80,000 per year, depending on experience. As a Financial Management Specialist, you will be responsible for managing balance sheets and profit/loss statements,...

Job SummaryWe are seeking an Accountant Assistant Professional to join our team at Williams & Partners Chartered Professional Accountants LLP. This is a permanent position, and we offer a competitive salary of $60,000 - $80,000 per year, depending on experience.About the RoleThe successful candidate will be responsible for analyzing clients' financial...

Zhang Law Professional Corporation is seeking an experienced Executive Assistant to provide high-level administrative support to our team.The ideal candidate will have a bachelor's degree or equivalent experience, with a strong background in data compilation, policy development, and report preparation.Key Responsibilities:Compile and analyze data to inform...

Job Description:We are seeking a highly organized and detail-oriented Strategic Support Professional to join our team at Zhang Law Professional Corporation. In this role, you will provide administrative support to our lawyers and staff, ensuring the smooth operation of our daily activities.Key Responsibilities:Administrative Tasks: Compile data to prepare...

Job DescriptionZhang Law Professional Corporation is seeking a highly skilled Senior Administrative Professional to join our team. This role will be responsible for providing exceptional support to our staff, ensuring seamless day-to-day operations.The ideal candidate will have 1-2 years of experience in a similar field, with a strong focus on administrative...

About ScotiaMcLeodScotiabank, a leading bank in the Americas, has a cornerstone business within Scotia Wealth Management that earns a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.

Company OverviewOur client, a recognized global leader in enterprise management software solutions, serves over 40 different vertical markets. Their innovative technology enables businesses to streamline operations and maximize efficiency.SalaryThe estimated annual salary for this role is $80,000-$100,000, depending on experience and qualifications.Job...

We are seeking a Financial Services Professional to join our team in Markham, Ontario. This role will provide support to account teams through client acquisition, relationship management and credit management processes.This position prepares you for a rewarding career as a Relationship Manager, Commercial Banking and strategic partner to leading companies in...

We are seeking a highly skilled Financial Planning Specialist to join our team at SAK Professional.About the RoleThis is a permanent position offering a competitive salary range of $70,000 - $90,000 per year, depending on experience. The successful candidate will be responsible for managing balance sheets and profit/loss statements, planning, setting up, and...

Job DescriptionWe are seeking an experienced Marketing Development Manager to join our team at Right Solution Professional Services. As a key member of our marketing department, you will play a crucial role in driving business growth and development through innovative marketing strategies.About the RoleThis is a permanent position offering a competitive...

About the RoleWe are seeking a highly motivated Transition Administrator to join our team at Worldsource Wealth Management.Job Summary:This is an 18-month contract position that reports directly to the Senior Manager, Transitions Team. The successful candidate will be responsible for providing exceptional customer service by managing all aspects of...