Client Service Associate

4 days ago

Toronto Ontario MA Canada Staffing In Motion Full time $40,000 - $60,000 per year

We are seeking a detail -oriented and proactive Client Service Associate to join our Portfolio Management firm on a month contract. This position offers an excellent opportunity to gain hands -on experience within the financial services industry while supporting a dynamic team in delivering exceptional client service.As a Client Service Associate, you will be responsible for handling administrative tasks, assisting in client communications, and ensuring smooth daily operations. The ideal candidate will be a strong communicator, well -organized, and proficient in Microsoft Office applications such as Excel, Word, and PowerPoint.Key Responsibilities:• Provide administrative support to portfolio managers and other team members.• Assist with preparing client reports and presentations using Microsoft Excel, Word, and PowerPoint.• Maintain accurate client records and ensure timely updates.• Handle client inquiries and resolve issues in a professional and efficient manner.• Coordinate client meetings and follow up on action items.• Assist with data entry and other operational tasks as required.• Support the team in preparing materials for client meetings and presentations.• Assist with compliance and regulatory documentation.• Organize and manage filing systems (digital and physical).• Ensure all internal processes and documentation are kept up -to -date.Qualifications:• Bachelor's degree • Strong proficiency in Microsoft Excel, Word, and PowerPoint.• Previous experience in an administrative or client -facing role is a plus, but not required.• Strong organizational skills with the ability to manage multiple tasks and deadlines.• Excellent written and verbal communication skills.• Detail -oriented and able to handle confidential information with discretion.• A proactive, team -oriented mindset with the ability to work independently.

  • Client Service Associate

    2 days ago

    Toronto, Ontario, MSP, Canada Forum Asset Management Full time $60,000 - $90,000 per year

    Forum Asset Management – Client Service Associate, Investor Relations (18-Month Contract)Location: On-site, TorontoWork Schedule: Full-time, in-office/on-site (5 days/week)About Forum:Join us in delivering Extraordinary Outcomes through investment.Forum is a leading investor, developer and asset manager operating across North America for 25 years. Our...

  • Client Service Associate

    2 weeks ago

    (s): Canada : Ontario : Toronto Scotiabank Global Site Full time $60,000 - $90,000 per year

    Requisition ID: 242820Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Service Associate - National Accounts, Commercial Banking - Toronto, OntarioPurpose In this role you will contribute to the overall success of the National Accounts team within the Commercial Bank, ensuring specific individual...

  • Client Service Associate

    1 week ago

    Chatham, Ontario, Canada VON Canada Full time $60,000 - $80,000 per year

    Description Position at VON Canada (Ontario) Requisition Details:   Employment Status: Permanent, Part-time (0.6 FTE)Program Name: Visiting NursingNumber of Hours Bi-Weekly: 45Work Schedule: Days, Evenings, WeekendsOn-Call: NoExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this position.   Job Summary:   The Client...

  • Client Service Associate

    4 days ago

    Chatham, Ontario, Canada VON Canada Full time $40,000 - $60,000 per year

    Description Position at VON Canada (Ontario) Requisition Details:Employment Status: Permanent, Part-Time (0.5 FTE)Program Name: Visiting NursingNumber of Hours Bi-Weekly: 37.5Work Schedule: Days, Evenings, WeekendOn-Call: NoExisting Vacancy: Yes - we're currently hiring candidates for an existing vacancy in this position.Job Summary:   The Client Service...

  • Client Service Associate

    6 days ago

    (s): Canada : Ontario : North York Scotiabank Global Site Full time $45,000 - $75,000 per year

    Requisition ID: 242916Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business...

  • Client Service Associate

    2 weeks ago

    Toronto, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Client Service Associate

    6 days ago

    Toronto, Canada Compuneel Full time

    **Title - Service Associate II** **Location: 200 Bloor Street East, Toronto, Canada** **Contract** **HM Notes**: - Develop a deeper understanding of clients and their needs to ensure they are being adequately met. - Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial...

  • Client Services Associate

    4 weeks ago

    Toronto, Canada CI Financial Full time

    Join to apply for the Client Services Associate role at CI FinancialJoin to apply for the Client Services Associate role at CI FinancialGet AI-powered advice on this job and more exclusive features.DescriptionAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over...

  • Client Services Associate

    2 days ago

    Toronto, Canada August Group Full time

    **Company Profile** **August Lifestyle** August Lifestyle fulfills the responsibility of accommodating the day to day needs of athletes and HNW individuals under the August brand as well as a select few individuals who have chosen to participate in the August brand solely through the Lifestyle division. August Lifestyle associates are crucial to the August...

  • Client Service Associate

    4 days ago

    Toronto, Canada SPS-North America Full time

    **Job Title**:Client Services Associate** **Reports To**: The **Client Services Associate** will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. **Job Overview**: The **Client Services Associate** provides exceptional office and mail services, delivering operational functions in the following areas: processing...