Current jobs related to Client Services Associate - Burlington - Wellington-Altus

  • Client Service Associate

    7 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Client Service Associate** to join our Client Experience team in **Burlington**. **Position...

  • Pia Client Service Associate

    6 months ago

    Burlington, Canada TD Bank Full time

    **PIA Client Service Associate**: - 424961BR **Job Category - Primary** - Wealth Management **Work Location** - 5515 North Service Road **Employment Type** - Regular **City** - Burlington **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • Client Service Associate, Commercial Banking

    6 days ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 163392 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Service Associate, Commercial Banking - Burlington, Ontario** **Job Purpose**: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are...

  • Client Associate Burlington

    7 months ago

    Burlington, Canada Travis Mathew Full time

    TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we’re inviting you to take yours. Back in 2007, we saw there weren’t many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in...

  • Client Services Representative

    7 months ago

    Burlington, Canada Allen Bruder - Desjardins Insurance Agent Full time

    **Client Services Representative****: - Desjardins Agent Team Member** Location: Burlington, ON **Job Type**: Full Time **Position Overview**: Are you self driven?, energetic passionate individual that is looking for a challenge? We are looking for a high energy, self motivated individual to join our team. Lets us help you lay the ground work to one day...

  • Sales and Service Associate

    4 weeks ago

    Burlington, Ontario, Canada Aritzia Full time

    Unlock a Rewarding Career with AritziaAritzia is seeking highly motivated individuals to join our team as Sales and Service Associates. As a key member of our retail team, you will play a crucial role in delivering exceptional customer experiences and driving sales growth.About the RoleAs a Sales and Service Associate, you will be responsible for providing...

  • Client Associate, Cibc Wood Gundy

    1 day ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Logistics Associate in Burlington

    4 weeks ago

    Burlington, Ontario, Canada FCHR Services Full time

    FCHR Services is seeking a highly skilled and detail-oriented Logistics Associate to join their team in Burlington. This is an excellent opportunity for individuals who thrive in fast-paced environments and are eager to take on new challenges.Company OverviewWe are a dynamic and growing company that values teamwork, accountability, and continuous learning....

  • Sales Associate

    7 months ago

    Burlington, Canada United West Burlington Full time

    UW Burlington is proud to be a part of the telecommunications world. We manage all of the direct marketing and sales campaigns for our telecom clients which includes working hands-on with their existing and future customer base. Through our personal approach, we are able to establish long-term relationships with customers which in turn helps facilitate...

  • Customer Service Associate

    2 days ago

    Burlington, Canada City of Burlington, Ontario Full time

    **Description** **Working for the City of Burlington** A great career is closer than you think. Come work for the City of Burlington, where you’ll be joining an innovative and progressive workplace focused on building a 21st century city that respects the diversity of our residents, visitors and employees; and prioritizes continuous opportunities for you...

  • Credit Reporting and Client Support Associate

    7 months ago

    Burlington, Canada TransUnion Full time

    TransUnion's Job Applicant Privacy Notice **What We'll Bring**: At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by...

  • Cashier / Customer Service Associate

    6 months ago

    Burlington, Canada Ollerhead & Associates Ltd Full time

    **Job Summary**: **Responsibilities**: - Greet clients and visitors with a friendly demeanor, answer inquiries, and provide information about our services and products. - Assist with various administrative tasks such as filing, data entry, and managing correspondence. - Accurately process sales transactions, including cash, credit, and check payments. -...

  • Financial Services Associate

    7 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Manager, Client Services

    7 months ago

    Burlington, Canada Equiton Partners Inc. Full time

    **About Equiton**: Founded in 2015, Equiton is a recognized leader in private equity investments and has recently achieved one billion in assets under management. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We’ve discovered that...

  • Client Service Coordinator

    4 weeks ago

    Burlington, Canada HairClub Full time

    **Make money! Make a Difference!** We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it makes people feel happy, secure, and confident. HairClub offers an array of hair...

  • Client Service Representative

    7 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Food Service Associate

    7 months ago

    Burlington, Canada Dana Hospitality Full time

    Company Description **WHO ARE WE?** We've been serving Canadian clients for over 75 years. The companies that began independently and now form Dexterra Group have an outstanding record of supporting the infrastructure and built assets that play a vital role in our society and helping our clients achieve higher performance and productivity. Powered by...

  • Client Services Specialist

    7 months ago

    Burlington, Canada Data Communications Management - DCM Full time

    **Position: Client Services Specialist** **Type: Full Time Permanent** **Location: Burlington, ON** DCM is a communication solutions partner that adds value for major companies across North America by creating more meaningful connections with their customers. We pair customer insights and thought leadership with cutting-edge products, modular enabling...

  • Customer Service Associate

    4 weeks ago

    Burlington, Ontario, Canada Tommyguns Full time

    About UsAt Tommyguns, we are dedicated to providing a unique and exceptional experience for our clients. Our Chicago-style barber shops combine timeless style with sleek modern amenities, creating an environment that is both stylish and welcoming.Job DescriptionWe are seeking a skilled Customer Service Associate to join our team. As a key member of our sales...

  • Client Service Specialist

    7 months ago

    Burlington, Canada Data Communications Management Full time

    Expectations: The Client Services Specialist will follow job through the entire production process. As the primary account contact, you will be liaising with clients, agencies and internal departments from start to finish on all projects. From assisting with creative development to complete work back schedules and following up with job analyses after...

Client Services Associate

3 months ago

Burlington, Canada Wellington-Altus Full time

Client Services Associate

Location: This in-office position will, based out of our Burlington location.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

The Team:

is a key partner with one of Canada’s fastest-growing premier independent wealth management firms, Wellington-Altus Private Wealth. The 2023 “Investment Executive Broker Report Card” ranked Wellington-Altus as the #1 firm in Canada. The Waterfront Group serves the top 1% of wealthy Canadians and is proud of its high client retention rate.

The opportunity:

, based out of our Burlington office, is currently looking for a Client Services Associate to join their team 

Reporting to the Senior Investment Advisor at , the Client Services Associate provides high-level executive support to Investment Advisors and ensures the smooth operation of administrative functions within the team. Leveraging their industry knowledge, the incumbent will act as a key resource person for clients by building and strengthening client relationships and ensuring the highest client satisfaction.

If you are a relationship-building professional with strong organizational skills, excellent communication and are a proactive problem-solver, we are waiting to hear from you

Key responsibilities include:

Relationship Management & Client Consultation

Building and maintaining strong relationships with clients through regular communication, responsiveness, and proactive support.

Addressing client inquiries, concerns, and service requests in a timely and professional manner.

Acting as a resource person for clients (i.e. generating specialized reports, questions about specific products, etc.)

Managing and overseeing complex tasks, maintaining key client relationships to ensure high-quality service and successful project outcomes.

Working with Advisors to develop and distribute client communication and marketing pieces.

Lead Advisor Support

Utilizing a high degree of professionalism and initiative to anticipate and meet the needs of the Advisors.

Providing executive administrative support to the Lead Advisors.

Managing and prioritizing Advisors calendar and ensure preparation for meetings and presentations with appropriate materials.

Coordinating, managing, and assisting with the planning and execution of internal and external meetings and events.

Handling confidential and sensitive information with discretion and professionalism.

Managing, developing, maintaining various electronic files, databases and internal file structures.

Coordinating travel arrangements, including flights, accommodations, and transportation.

Client Portfolio Management

Processing unsolicited trades and providing quotes.

Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).

Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).

Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.

Following up relating to all client transactions to ensure proper processing and minimization of errors.

Performing other duties as assigned.

The ideal candidate will possess:

A bachelor’s degree or diploma in business administration, office management, or similar field of study. A minimum of 5 years of administrative or executive assistant experience. A minimum of 2+ years’ experience in a client-service facing role. A minimum of 2-5 years’ financial services industry experience working in a high growth environment. Equivalent combination of education and experience may be considered. Experience in the wealth management or other regulated industry is a strong asset.

IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) as well as active registration as an Investment Representative (IR) is a strong asset.

A commitment to fulfilling Continuing Education (CE) requirements.

Proficiency with the MSOffice suite, including Word, Powerpoint, Teams, and Outlook with a strong emphasis on Excel (manipulating and organizing data sets, presenting data, etc.).

Experience with financial planning software is an asset.

Experience with industry research and reporting software such as Thomson, Morningstar and Croesus is a strong asset.

Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.

An ability to maintain the highest levels of confidentiality with discretion.

An excellent attitude and commitment to providing extraordinary service.

Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).

Strong organizational skills with an excellent attention to detail.

A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

Conditions of employment:

Must be legally eligible to work in Canada. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply: