Client Experience Associate

5 days ago

Montréal, Canada Beanstox Inc. Full time

**Client Experience Associate - Full-Time [Fintech]**

Beanstox is an early-stage fintech, now expanding its team in Montreal, with a focus on growth in US markets of clients using the Beanstox App for automated investing and other personal financial services. Beanstox was co-founded by Kevin O’Leary, Chairman, to focus on the US consumer market, which Beanstox estimates has an under-served addressable market of over 100 million Americans.

**Location**: Montreal, QC (Hybrid)

**Great Opportunity**:Join a driven team, work in a fast-paced consumer-facing tech environment, learn about investment management, touch multiple facets of the business, and grow your career with the company. You will be encouraged to develop your strengths and explore your interests as your role on the team evolves. You will be directly involved with senior members of the team. This is a unique opportunity to join a Montreal based team with focus on US markets.

**About the Team**:Members share a passion to learn, to grow the business, and to serve clients well. Expect to work alongside colleagues with a “get it done” attitude who, when necessary, take on responsibilities outside their job description.

**The Role - Client Experience Associate (Permanent)**:

- Focus on providing clients the best experience possible
- Solve client issues with speed and accuracy
- Monitor and report daily customer support performance metrics
- Quickly identify potential tech platform issues and escalate for quick resolution Client

**What We’re Looking for**:

- Ability to perform even when situations are stressful or have tight deadlines
- Willing to work beyond a typical 9-5 schedule at times
- Desire to learn about fintech, investing, business building
- Comfortable as user of mobile banking/investing apps
- Sense of accountability, ownership, and pride in your work

**Skills You’ll Need**:

- Excellent communicator, written and spoken English
- Curious and good problem solver
- Comfortable with data and extracting information
- Attention to detail

**Qualifications Sought**:

- Business (Finance, Accounting) or Computer Engineering Degree
- 2-3 years of experience in tech or financial services

**Nice to have**:

- Experience with Zendesk
- Programming knowledge (Python, VBA)
- CFA Charter holder, Masters in Finance or other business certifications

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Montréal, QC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Customer service: 3 years (preferred)

Work Location: Hybrid remote in Montréal, QC

  • Client Experience Associate

    1 week ago

    Montréal, Canada HSB Canada Full time

    Client Experience Associate Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today, we are accelerating, changing the future of...

  • Client Experience Leader

    1 week ago

    Montréal, Canada Harry Rosen Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ - Client Experience Leader - SALES MANAGER MONTREAL Own your Style and your Future As the leading luxury menswear retailer in Canada, you can count on Harry Rosen to keep you looking and feeling sharp....

  • Client Care Associate

    5 days ago

    Montréal, Canada Studio RushCycle Griffintown Full time

    **Job Title**: Client Care Associate (CCA) **Location**: RushCycle Griffintown **Reports To**: Studio Manager **Job Type**: Part-Time or Full-Time (depending on availability) **About the Role** As a **Client Care Associate (CCA)**, you are the first and last impression of the RushCycle experience. You’re not just welcoming clients—you’re creating a...

  • Associate Client Executive

    2 weeks ago

    Montréal, Canada Marsh Full time

    Associate Client Excecutive

  • Associate Client Executive

    1 week ago

    Montréal, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Client Service Associate

    3 days ago

    Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Bilingual Client Service Associate

    1 week ago

    Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: **We are Canada Life** Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success. You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the...

  • Client Delivery Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Private Client Service Associate

    1 week ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Client Service Associate

    1 week ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 152030 **Cost Centre**: MD Management Limited **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal...