Financial Services Associate

4 weeks ago


Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our clients and internal stakeholders.

Key Responsibilities:

  • Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Support the Investment Advisor in general administrative duties, including the management of client accounts and the preparation of client reviews and presentations
  • Request information and documentation from clients to open accounts and keep client files up to date
  • Follow up on client trades to ensure proper settlement and delivery
  • Monitor all pending transfers to ensure completion on a timely basis

Requirements:

  • Related experience in customer service and a professional setting
  • Excellent communication skills, both verbal and written
  • Proficiency with Microsoft Office Suite
  • Progressive in pursuing education, building skills, and professional experience
  • Accuracy, attention to detail, and organizational skills

What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.

Job Skills:

Account Management, Customer Service, Decision Making, Detail-Oriented, Financial Regulation, Group Problem Solving, Highly Resourceful, Interpersonal Relationships, Investment Risk Management, Self-Starter, Teamwork, Time Management

Additional Job Details:

We are an equal opportunity employer and are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job Title: Associate - Financial Services ProfessionalAt Royal Bank of Canada, we are seeking a highly skilled and detail-oriented Associate to join our team in the investment services division. This role is ideal for an individual who is passionate about delivering exceptional customer service and is eager to learn and grow in a dynamic and fast-paced...


  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled Associate to join our team at the Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service and administrative support to our Investment Advisors.Key Responsibilities:Provide professional servicing of incoming telephone and email...


  • Thunder Bay, Ontario, Canada BDO Full time

    BDO: A Firm Built on Positive RelationshipsWe are a firm that prioritizes people and client satisfaction. Our professionals provide exceptional service, offering advice and insights that clients can trust.Your OpportunityOur Thunder Bay office is seeking a Senior Accounting Associate to join the Financial Reporting & Insights team in Fall 2024. Your...


  • Thunder Bay, Ontario, Canada GOLDEN WOK RESTAURANT Full time

    Job Summary: We are seeking a skilled Food Service Associate to join our team at GOLDEN WOK RESTAURANT. As a Food Service Associate, you will be responsible for providing exceptional customer service, addressing customer complaints, and ensuring a positive dining experience.Key Responsibilities:Address customer complaints or concerns in a professional and...


  • Thunder Bay, Ontario, Canada BDO Full time

    At BDO, we are committed to putting people first and delivering exceptional service to our clients. As a Junior Associate in our Financial Reporting & Insights team, you will play a vital role in helping us achieve this goal.Our Thunder Bay office is seeking a highly motivated and detail-oriented individual to join our team on a full-time basis. In this...


  • Thunder Bay, Ontario, Canada BMO Full time

    Job 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 provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesProvide administrative support to Investment Advisors, including scheduling...


  • Thunder Bay, Ontario, Canada Roach's Taxi Full time

    Overview: We are seeking a dedicated and reliable individual to join our team as a Taxi Service Associate at Roach's Taxi.Education: Secondary (high) school graduation certificateExperience: Will trainAdditional Requirements:Availability: Must be available for shift or on-call workResidency: Must reside in proximity to the advertised locationScreening...


  • Thunder Bay, Ontario, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Client Service Associate to join our team at BMO. As a Client Service Associate, 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 Responsibilities:Coordinate marketing...


  • Thunder Bay, Ontario, Canada City of Thunder Bay Full time

    Job OpportunityThe City of Thunder Bay is seeking a highly skilled and experienced Supervisor to join our team in the Financial Services department.Key Responsibilities:Develop and implement financial planning and budgeting strategies for the Long-Term Care and Senior Services department.Supervise and direct the financial and administrative staff to ensure...


  • Thunder Bay, Ontario, Canada Dexterra Group Full time

    Job Title: Food & Hospitality Services AssociateJob Summary:We are seeking a skilled Food & Hospitality Services Associate to join our team at Dexterra Group. As a key member of our hospitality team, you will be responsible for delivering exceptional customer service and ensuring the highest quality food preparation and presentation.Key...


  • Thunder Bay, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Customer Service Associate to join our team at beBee Professionals in Thunder Bay. In this role, you will be responsible for taking customer orders, preparing food items, and providing excellent customer service at our food counter.Key Responsibilities:Taking customer orders and preparing food items to their...


  • Thunder Bay, Ontario, Canada City of Thunder Bay Full time

    Job OpportunityThe City of Thunder Bay is seeking a highly skilled and experienced Financial Services Supervisor to join our team. As a key member of our Long Term Care and Senior Services department, you will be responsible for the direction and overall management of the financial planning, budget coordination and control, accounting systems, and the...


  • Thunder Bay, Ontario, Canada GOLDEN WOK RESTAURANT Full time

    At GOLDEN WOK RESTAURANT, we are seeking a skilled Food Service Associate to join our team. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring a positive dining experience for our patrons.Key ResponsibilitiesAddress customer complaints or concerns in a professional and courteous mannerDescribe menu...


  • Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution that thrives on innovation and progressive thinking.Salary: $50,000 - $70,000 per year (estimated salary based on location and industry standards)Job DescriptionThis role is an exciting opportunity to join our well-established team in North Bay, ON, as an Associate. By joining us, you...


  • Thunder Bay, Ontario, Canada goeasy Ltd. Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at goeasy Ltd. This role is ideal for individuals who are passionate about delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesBuild and maintain strong relationships with customers to understand their...


  • Thunder Bay, Ontario, Canada Enterprise Holdings Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Automotive Service Associate to join our team at Enterprise Holdings. As an Automotive Service Associate, you will be responsible for providing exceptional customer service and ensuring the highest level of cleanliness and quality in our vehicles.Key Responsibilities- Clean and sanitize vehicle...


  • Thunder Bay, Ontario, Canada Dexterra Group Full time

    Job OpportunityFood & Hospitality Services AssociateWe are seeking a skilled and enthusiastic Food & Hospitality Services Associate to join our team at Dexterra Group. As a key member of our food services operation, you will be responsible for preparing and presenting high-quality food, providing exceptional customer service, and maintaining a clean and safe...


  • Thunder Bay, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Royal Bank of Canada team, you will play a critical role in resolving deals related to products and services for both internal and external clients. Your expertise will ensure compliance with current banking laws and regulations, while applying in-depth knowledge, skills, and practices to perform complex assignments.Key...


  • Thunder Bay, Ontario, Canada Questrade Financial Group Full time

    Customer Experience at its FinestAt Questrade Financial Group, we are dedicated to delivering an exceptional customer experience. As a Bilingual Client Services Specialist (French/English), you will play a vital role in ensuring our clients receive timely and accurate support.We are seeking a highly skilled and passionate professional to join our team. If...


  • Thunder Bay, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a skilled Financial Services Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with customers.