Client Service Associate
23 hours ago
We are seeking a highly organized and detail-oriented Client Service Associate to join our TD Private Wealth Management team. This role will provide dedicated administrative support to Investment Advisors, focusing on delivering exceptional client experiences.
About the RoleIn this position, you will prepare documentation, create reports, and communicate with clients to provide guidance on products and services. You will also identify referral opportunities, submit marketing pieces for approval, and maintain marketing materials.
Key Responsibilities- Prepare documentation and updates for Investment Advisors prior to client meetings.
- Create reports for analysis of client accounts and communicate with customers to provide mentorship on products and services.
- Accept/create leads and ensure correct referral coding administration.
- Submit marketing pieces for approval and compile client information packages.
- Maintain marketing materials and 'Marketing Express' mail-outs.
- Familiarize and adhere to compliance requirements, including new and existing account documentation and marketing materials.
- Provide high-level client service, responding to phone, mail, and electronic enquiries based on knowledge of full-service brokerage.
- Undergraduate degree or community college diploma preferred.
- Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
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Client Service Associate
4 weeks ago
Edmonton, Alberta, Canada LA VIVA HAIR SALON & SPA Full timeJob DescriptionWe are seeking a skilled Client Service Associate to join our team at LA VIVA HAIR SALON & SPA. This is a permanent position working 40 hours per week.This role involves providing exceptional customer service, greeting clients, and directing them to the relevant areas or contacts.You will be responsible for obtaining and processing information...
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Client Support Associate
2 weeks ago
Edmonton, Alberta, Canada Golden Management Opportunities inc. Full timeJob SummaryWe are seeking a highly skilled Client Support Associate to join our team at Golden Management Opportunities inc.
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Client Service Associate
4 weeks ago
Edmonton, Alberta, Canada ATB Financial Full timeAbout the RoleThis is a temporary 6 months opportunity with the possibility of becoming permanent.This role requires Wednesday evening & Saturday shifts on a rotating basis.As ATB's next Client Service Representative, you are responsible for providing face-to-face core transactional banking services to ATB clients.This involves providing professional and...
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Insurance Associate
4 weeks ago
Edmonton, Alberta, Canada Acera Insurance Full timeAssociate, Commercial Client Care and ServiceWe're seeking a highly skilled and detail-oriented Associate to join our Commercial Client Care team. As an Associate, you will work closely with Client Executives to provide exceptional customer service, process policy documents, and maintain accurate file documentation.Key Responsibilities:Provide customer...
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Logistics Operations Associate
6 days ago
Edmonton, Alberta, Canada Amirat Transportation Service Ltd] Full timeJob SummaryWe are seeking a Logistics Operations Associate to join our team at Amirat Transportation Service Ltd. This role involves transporting goods and materials to various locations, requiring strong organizational and time management skills.Key Responsibilities:Transporting goods and materials to designated locationsMaintaining accurate records of...
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Financial Services Associate
4 weeks ago
Edmonton, Alberta, Canada Royal Bank of Canada> Full timeWe are seeking a highly skilled and dedicated Financial Services Associate to join our team in Edmonton.About the RoleThis is an exciting opportunity for a results-driven individual to provide exceptional service and support to our clients and Advisor team. As a Financial Services Associate, you will play a key role in maintaining client accounts, ensuring...
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Digital Marketing Associate
4 weeks ago
Edmonton, Alberta, Canada Dland Auto Service Full timeAbout UsDland Auto Service is a leading automotive service provider seeking a highly skilled Digital Marketing Associate to join our team.Salary InformationThe estimated annual salary for this role is $55,000 - $65,000, depending on experience.Job DescriptionWe are looking for a detail-oriented and organized professional to assist in the development and...
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Customer Service Associate
4 weeks ago
Edmonton, Alberta, Canada ZAGG INVISIBLE SHIELD Full timeWe are seeking a highly skilled and motivated Customer Service Associate to join our team at ZAGG INVISIBLE SHIELD. The ideal candidate will possess excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.About the JobThis is a full-time position that requires 40 hours of work per week. As a...
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Customer Service Associate
4 weeks ago
Edmonton, Alberta, Canada Saihaj Enterprises Ltd Full timeJob Title: Customer Service AssociateDescription:PestLink Inc. is seeking a skilled and friendly Customer Service Associate to join our team.Key Responsibilities:Greet customers and direct them to relevant contacts or servicesProvide essential information to clients and the publicOrder office supplies as neededSchedule and confirm appointments with...
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Salon Service Associate
4 weeks ago
Edmonton, Alberta, Canada Style n Smyle Salon and Spa Full timeJob DescriptionWe are seeking a detail-oriented Salon Service Associate to join our team at Style n Smyle Salon and Spa.Key ResponsibilitiesMaintain cleanliness and organization of work areas, ensuring a pleasant environment for clients.Provide exceptional customer service by shampooing customers' hair with attention to detail and care.Clean work area...
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Food Service Associate
4 weeks ago
Edmonton, Alberta, Canada Taco Time Full timeJob Title: Food Service AssociateWe are seeking a skilled and motivated individual to join our team as a Food Service Associate at Taco Time.Estimated Salary:$25,000 - $35,000 per year, depending on location and experience.About the RoleThis is a permanent position working 32 hours per week. As a Food Service Associate, you will be responsible for providing...
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Customer Service Associate
2 weeks ago
Edmonton, Alberta, Canada AM& M RIAR LTD Full timeJob Title: Customer Service AssociateAbout the Job: We are seeking a highly motivated and organized individual to fill our Receptionist position at AM& M RIAR LTD. The successful candidate will provide exceptional customer service, manage administrative tasks, and work in a fast-paced environment.Key Responsibilities:- Greet clients and direct them to...
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Senior Beauty Services Associate
4 weeks ago
Edmonton, Alberta, Canada Annys Hair & Beauty Salon Full timeAbout the RoleWe are seeking a skilled and dedicated Senior Beauty Services Associate to join our team at Annys Hair & Beauty Salon. This is a permanent full-time opportunity with 35 hours of work per week, offering free parking and on-site amenities.Job SummaryThe Senior Beauty Services Associate will be responsible for providing exceptional beauty services...
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Food Service Associate
4 weeks ago
Edmonton, Alberta, Canada Alberta Inc oa Hula Poke Full timeJob Title: Food Service AssociateAbout the Job: We are seeking a detail-oriented and organized individual to join our team as a Food Service Associate at Alberta Inc o/a Hula Poke. This is a permanent position with a competitive salary range of $35,000 - $40,000 per year, depending on experience.Key Responsibilities:Customer Service: Serve customers at...
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Food Service Associate
4 weeks ago
Edmonton, Alberta, Canada Royal Sweets & Restaurant Full timeWe are seeking a detail-oriented Food Service Associate to join our team at Royal Sweets & Restaurant. This is a permanent full-time opportunity with 30 to 40 hours per week.About the RoleAs a Food Service Associate, you will be responsible for serving customers at counters or buffet tables, preparing and heating simple food items, and keeping records of...
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Dining Service Associate
4 weeks ago
Edmonton, Alberta, Canada Jimmy's Place Pizza & Donair Full timeJob Title: Dining Service AssociateAbout Us: At Jimmy's Place Pizza & Donair, we are committed to providing exceptional customer service and a welcoming atmosphere for our guests. As a member of our team, you will have the opportunity to work in a fast-paced environment and develop your skills in food preparation and service.Salary: The salary for this...
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Logistics Operations Associate
4 weeks ago
Edmonton, Alberta, Canada Amirat Transportation Service Ltd Full timeJob DescriptionWe are seeking an experienced Logistics Operations Associate to join our team at Amirat Transportation Service Ltd. As a key member of our logistics team, you will be responsible for operating and driving various vehicles to pick up and deliver goods and products.Key Responsibilities:Vehicle Operation: Safely operate automobiles, vans, and...
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Customer Service Associate
2 weeks ago
Edmonton, Alberta, Canada beBee Professionals Full time $35,000 - $50,000We are seeking a dedicated and friendly Customer Service Associate to join our team in Edmonton, Canada.About the Role:As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, addressing their inquiries, and resolving any issues they may encounter.Responsibilities:Respond to customer inquiries via...
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Chief Accounting Officer
4 weeks ago
Edmonton, Alberta, Canada Preferred Client Services Full timeJob DescriptionWe are seeking a highly skilled Chief Accounting Officer to join our team at Preferred Client Services. This is a permanent position, and we offer a competitive salary range of $65,000 - $80,000 per year.Job ResponsibilitiesCalculate fixed assets and depreciation accurately, ensuring compliance with accounting standards.Maintain general...
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Customer Service Associate
4 weeks ago
Edmonton, Alberta, Canada M Squad Trade Ltd. Full timeAbout the RoleAre you a people person looking for a challenging and dynamic role in a fast-paced environment? As a Customer Service Associate at M Squad Trade Ltd., you will be responsible for providing exceptional customer service to our clients.Job ResponsibilitiesOperate cash register with efficiency and accuracy, handling transactions with precision and...