Wealth Client Services Specialist

A leading financial institution in Toronto is seeking an Administrative Associate to support Wealth Advisors in delivering exceptional client service. The role involves managing administrative processes, entering client trades, and responding to inquiries. Candidates should have experience in the securities industry, CIRO approval, and strong communication...

Elevate your career as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide impeccable administrative support to Investment Advisors, ensuring a legendary experience for high-value clients.This role is integral to TD Private Wealth Management, where dedication to client success is paramount. As a Client Service Associate, you will assist...

We are in search of a dynamic individual to actively contribute to the success of People Corporation by providing excellent service and support to our valued clients. The Client Service Specialist is responsible for managing a portfolio of clients, investigating complex issues, and handling client escalations. The successful candidate will be reliable, have...

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization....

HireHawk Inc. seeks a client-facing specialist for a remote, full-time long-term contractor role in wealth management. You will support advisors and operations, handling client inquiries, account administration, and custodial processes with Schwab and Fidelity.Collaborate closely with custodians to ensure compliant, high-touch service for engaged clients....

HireHawk Inc. in Canada (remote) is seeking a client-facing specialist to support advisors and operations in a boutique wealth management firm.You will handle client inquiries, execute account openings and transfers, and assist with custodial processes in collaboration with Schwab and Fidelity, while upholding compliance and rigorous service standards. The...

CI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for...

Full-Time Remote Client Service SpecialistCompany: Extend Communications l Location: Remote (New Brunswick Residents Only)Pay: $18/hour Schedule: 10-hr shifts (4 days on/3 days off), requires working one weekend day and holidaysAbout Extend CommunicationsAt Extend Communications we believe that exceptional, industry-leading customer service begins from...

The Ontario Pension Board (OPB) is seeking a Pension Specialist, Client Services in Toronto on a permanent full-time basis or up to an 18-month contract. You will deliver professional client service, assess eligibility, and explain options and benefits under the PSPP.You will handle varied transactions, ensure compliance, and contribute to process...