Client Support Specialist
7 days ago
We are seeking a highly skilled Client Support Specialist to join our team at The Toronto-Dominion Bank (Canada). As a Client Support Specialist, you will play a crucial role in providing exceptional support to our clients and colleagues.
Key Responsibilities- Prepare documentation and provide updates to Investment Advisors in preparation for client meetings
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
- Accept/create leads and ensure correct referral coding administration
- Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
- Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
- Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
- Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
- Adhere to all policies and procedures and maintain a culture and operation of risk management
- Use insights to continually improve individual and team performance for clients
- Undergraduate degree or community college diploma preferred
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Licensed with Investment Industry Regulatory Organization of Canada (CIRO) as an Investment Representative or Registered Representative
- Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently
- A competitive salary range of $55,000 - $70,000 per year
- Opportunities for career growth and professional development
- A comprehensive benefits package, including health and wellness benefits, retirement savings plan, and paid time off
- A dynamic and supportive work environment
The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our purpose is to enrich the lives of our customers, communities and colleagues.
We believe that all colleagues, no matter where they work, are customer-facing. We're innovating to enhance the customer experience and build capabilities to shape the future of banking.
-
Client Support Specialist
1 month ago
Montreal, Quebec, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a Client Support Specialist to join our team at beBee Professionals. The ideal candidate will have a strong background in customer service, with excellent communication and problem-solving skills.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide information about products and...
-
Client Support Specialist
7 days ago
Montreal, Quebec, Canada Artech LLC Full timeWe are currently seeking a highly organized and detail-oriented Client Support Specialist to join our team at Artech LLC in Montreal, QC.About the RoleThis is a six-month contract opportunity where you will be working as part of the Investment Support Group Team under Investment Services. Your primary responsibility will be to oversee the administrative...
-
Client Support Specialist
1 month ago
Montreal, Quebec, Canada beBee Professionals Full timeCustomer Care SpecialistWe are looking for a dedicated and customer-focused professional to join our team as a Customer Care Specialist. The successful candidate will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer...
-
Client Experience Specialist
4 weeks ago
Montreal, Quebec, Canada Desjardins Full timeThe role of the Client Experience Specialist is to provide exceptional service to members and clients, ensuring their needs are met and they feel valued. This involves listening to their concerns, addressing their needs, and offering personalized solutions to help them achieve their financial goals.As a key member of the team, the Client Experience...
-
Client Service Specialist
6 days ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout Our CompanySociete Generale is a leading European corporate and investment bank, with operations in 45 countries across Europe. We are committed to providing exceptional service to our clients, while maintaining strong profitability and growth.We are seeking a highly skilled Client Service Specialist to join our team in New York. As a key member of our...
-
Senior Client Experience Specialist
6 days ago
Montreal, Quebec, Canada Desjardins Full timeAbout the RoleWe are seeking a highly skilled Senior Client Experience Specialist to join our team at Desjardins. As a key member of our organization, you will play a vital role in providing exceptional client experience and ensuring that our members and clients feel valued and supported.
-
Mortgage Support Specialist
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly organized and detail-oriented Mortgage Support Specialist to join our team. As a key member of our Mortgage Division, you will provide administrative support to our top-producing Mortgage Specialists, ensuring seamless execution of client transactions and requests.Key Responsibilities:Provide exceptional client service,...
-
Client Integration Specialist
4 weeks ago
Montreal, Quebec, Canada TradingScreen Full timeAbout the RoleTS Imagine is seeking a highly skilled Client Integration Specialist to join our team. As a Client Integration Specialist, you will work closely with clients and internal teams to ensure seamless integration of our trading solutions. This is an exciting opportunity for a self-starting and highly motivated individual with strong technical skills...
-
In-Home Support Specialist
7 days ago
Montreal, Quebec, Canada Tavoukdjian Full timeWe are seeking a compassionate In-Home Support Specialist to join our team at Tavoukdjian. As an In-Home Support Specialist, you will be working in the homes of our clients, providing personalized support and care to ensure their comfort and well-being.About the RoleThis is a temporary position with 40 hours of work per week. The ideal candidate will have a...
-
IT Support Specialist
4 weeks ago
Montreal, Quebec, Canada IT UNLOCK CONSULTING INC. Full timeJob Title: IT Support SpecialistIT Unlock Consulting Inc. is seeking a skilled IT Support Specialist to join our team. As an IT Support Specialist, you will be responsible for providing technical support to our internal clients, ensuring the proper functioning of our computer systems, and maintaining the security of our systems and data integrity.Key...
-
Client Relations Specialist
1 month ago
Montreal, Quebec, Canada beBee Professionals Full timeWe are seeking a highly skilled Client Relations Specialist to join our team at beBee Professionals in Montreal. The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.The successful candidate will be responsible for responding to customer inquiries, resolving...
-
Senior Client Specialist
4 weeks ago
Montreal, Quebec, Canada GardaWorld Full timeAt GardaWorld Cash Services, we are seeking a Senior Client Specialist – Banking Clients to oversee client relations, handle escalations, and prioritize communications. This role focuses on maintaining client satisfaction through effective service management and proactive problem-solving in a dynamic business setting.Your Key Responsibilities:Act as a...
-
Senior Client Specialist
4 weeks ago
Montreal, Quebec, Canada GardaWorld Full timeAbout the Role:The Senior Client Specialist – Banking Clients is a key position within GardaWorld Cash Services, responsible for overseeing client relations, handling escalations, and prioritizing communications across departments.Key Responsibilities:Act as a privileged intermediary for the client, listening to their needs and requirements.Receive and...
-
Administrative Support Specialist
1 month ago
Montreal, Quebec, Canada Randstad Full timeWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at an asset management firm in downtown Montreal. As an Administrative Support Specialist, you will provide administrative support to the Client Relations team and contribute to the smooth operation of daily activities.Key Responsibilities:Provide...
-
Product Support Specialist
4 weeks ago
Montreal, Quebec, Canada Direct Travel Full timeProduct Support SpecialistDirect Travel is seeking a skilled Product Support Specialist to join our team. As a Product Support Specialist, you will be responsible for implementing and supporting online booking tools, working directly with customers, third-party vendors, and our Account Management/Sales/Operations teams.This is a fully remote position, and...
-
Senior Client Specialist
4 weeks ago
Montreal, Quebec, Canada GardaWorld Cash Full timeAbout the Role:The Senior Client Specialist – Banking Clients is a key position at GardaWorld Cash, responsible for overseeing client relations, handling escalations, and prioritizing communications. This role focuses on maintaining client satisfaction through effective service management and proactive problem-solving in a dynamic business setting.Key...
-
Mortgage Support Specialist
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionKey ResponsibilitiesAs a Mortgage Support Specialist at Royal Bank of Canada, you will play a vital role in supporting top-producing Mortgage Specialists in meeting sales objectives and related activities. Your primary focus will be on providing value-added administrative services and support, ensuring seamless client interactions...
-
Security Support Specialist
1 week ago
Montreal, Quebec, Canada Sûreté Gardian Services Full timeSûreté Gardian Services is seeking a dedicated Security Support Specialist to join our team. This role involves providing exceptional support to clients with special needs in a home setting.Estimated Salary: $45,000 - $65,000 per annum (dependent on experience and location).Key Responsibilities:Assist clients/guests with special needsProduce reports...
-
Family Support Specialist
2 weeks ago
Montreal, Quebec, Canada KrSr - Private Household Full timeWe are seeking a dedicated Family Support Specialist to join our team at KrSr - Private Household. As a Family Support Specialist, you will provide compassionate care and support to clients in their homes, promoting independence and well-being.Key Responsibilities:Assist clients with daily living activities, including bathing, dressing, and grooming.Prepare...
-
Caregiver Support Specialist
4 weeks ago
Montreal, Quebec, Canada Roxanne Lakdawala Full timeRoxanne Lakdawala is seeking a skilled Caregiver Support Specialist to join our team. As a Caregiver Support Specialist, you will provide high-quality care and support to our clients, ensuring their physical, emotional, and social needs are met.Key Responsibilities:Administer bedside and personal care to clients, including bathing, dressing, and...