Client Service Associate

About the RoleWe are seeking a highly organized and detail-oriented Administrative Professional to join our team as a Private Client Service Associate. In this role, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences.Key ResponsibilitiesPrepare client meeting materials, including documentation...

Job SummaryTD is seeking a Client Service Associate - Financial Services to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.This role requires strong communication skills with ability to build relationships and work collaboratively, confidentially and independently.Key...

About the Role:This is an exciting opportunity to join our team as a Client Service Associate, providing dedicated sales and service support to TD Wealth Financial Planners. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Respond to client and planner...

Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Associate to join its Wealth Management team. As a key member of the team, you will be responsible for providing exceptional client service and administrative support to Investment Advisors.Key ResponsibilitiesProvide professional servicing of client inquiries and...

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...

About the RoleWe are seeking a highly skilled 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 ResponsibilitiesPrepare documentation and provide updates to IAs in preparation for client...

Client Success Associate, Financial ServicesBCA Research is a leading provider of global investment research, delivering high-quality analysis and forecasts to clients worldwide.This role requires fluency in English and a strong understanding of global macro-economics, strategy, and investment.The ideal candidate will have excellent customer-service skills,...

Client Success Associate, Financial ServicesBCA Research is the leading independent provider of global investment research. Our mission is to shape the level of conviction with which our clients make investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies.This role requires fluency in...

Job DescriptionWe are seeking a highly skilled Client Support Associate to join our team at Artech LLC in Montreal, QC.As a key member of our Investment Support Group Team under Investment Services, you will be responsible for overseeing administrative duties related to client communications management and record keeping.Key Responsibilities:Maintain...

Job SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to our Investment Advisors. As a key member of our team, you will be responsible for preparing documentation, creating reports, and communicating with clients to provide exceptional customer service.Key ResponsibilitiesPrepare...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TD Bank. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. Your first impressions will leave lasting results on our business and customer experience.Key...

Royal Bank of Canada is seeking a highly skilled Financial Services Associate to join its Wealth Management team.Job SummaryThis is an exciting opportunity for a motivated and detail-oriented individual to provide exceptional client service and support to Investment Advisors in the management of client accounts.The ideal candidate will have strong working...

OverviewThe Toronto-Dominion Bank (Canada) is a leading global financial institution dedicated to delivering legendary customer experiences. We are committed to enriching the lives of our customers, communities, and colleagues.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Client Service Associate in our Investment Banking...

Marsh is a global leader in insurance broking and risk management. In over 130 countries, our experts help clients anticipate, quantify, and understand risks. In today's uncertain global business environment, Marsh helps clients thrive and survive.We are seeking candidates for the Associate Client Executive position in our Montreal office.Key...

Are you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...

New Business Team Job DescriptionThe New Business Team at Sun Life is seeking an experienced professional to join our dynamic team as a Senior Case Associate. As a key member of our team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.Main ResponsibilitiesThe Senior Case Associate will be...

About the RoleWe are seeking a highly organized and detail-oriented Administrative Professional to join our team as a Private Client Service Associate. In this role, you will provide administrative support to our Portfolio Managers, ensuring seamless client experiences.Key ResponsibilitiesPrepare client meeting materials, including documentation and...

Job Summary:In this role, you will provide dedicated sales and service support to TD Wealth Financial Planners, focusing on client contacting, business building, and transactional activities. Your expertise will be essential in responding to client and planner inquiries, conducting transactions, and assisting with new account openings and administrative...

Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...

About the Role:This position involves providing dedicated sales and service support to TD Wealth Financial Planners. The successful candidate will be responsible for responding to client and FP inquiries, conducting transactions, and assisting with the timely and accurate completion of new account openings and other administrative documents.Key...