Senior Client Service Associate

6 months ago

Montreal, Canada MD Financial Management Full time

Is this role right for you?

In this role you will: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors and Portfolio Managers while ensuring all regulatory requirements are adhered to as well as lead the tracking and management of Investment Policy Statements (IPS) and Know Your Client (KYC) documentation. Responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly and you will maintain a follow-up system for annual reviews, inquiries and issues, ensuring expeditious resolution based on MD specified service standards. Play an important role in booking on-site and virtual client meetings, as well as coordinating meetings between Signature Advisors, Signature Planners and local specialists, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, tracking opportunities, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services. Ensure that monthly compliance-related tasks such as following up on non-compliant paperwork, pending documentation logs, security and cheque logs is completed. Assist in creating financial plans for Signature clients by entering financial data in the software as well as creating client family trees and corporate structure diagrams as well as understanding of the client needs and realities to be captured in the outputs of the plan. Partner with other lines of business to arrange mutual client growth and contact strategies. Liaise with third parties (Accountants & Lawyers) to obtain client data for financial plans. Have a deep understanding of financial documents and how they interplay with the clients’ circumstances in order the elevate the advisor’s ability to service their clients. Review the planning discovery summaries and ensure upcoming activities and responsibilities are clearly documented in CRM (MX360) and assigned to the appropriate parties. Actively respond to client requests with an eye to affording an exceptional client experience and ensuring the client’s unique circumstances/concerns are managed by the applicable MD expert. In cooperation with the MD Marketing team and your Advisor, you will assist with marketing campaigns and participate in client events to prospect and further discuss the MD Signature offering. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high-performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

A commitment to an exceptional client experience - the ability to quickly build and nurture authentic and trusted relationships , regularly delivering an exemplary level of service - ensuring a sense of urgency, accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns. A sense of urgency – what’s important to the client is equally important to you. You thrive on getting things done and done well. The ability to work independently and as part of a broader team, always seeking out new ways to collaborate and contribute and finding ways to adapt and thrive in an ever-changing environment. You embrace change – thriving in a diverse environment of ever-changing and competing priorities. A dedication to organizational efficiency – maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion A high level of comfort in working in a high-paced environment with multiple and often competing priorities.

The Must Haves:

College diploma in business, commerce or equivalent 2 Years of administrative experience in financial services, internal experience preferred IIROC licensed or the willingness to become licensed within 12 months of hire through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH) Completion of the Life License Qualification Program (LLQP) is an asset Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, mutual funds and other investment products Proficiency with Microsoft Office Suite Working knowledge of CRM2

  • Senior Client Service Associate, Financial Services Representative

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...

  • Client Service Representative

    1 month ago

    Montreal, Quebec, Canada Sun Life Full time

    New Business Team Job DescriptionThe New Business Team at Sun Life is seeking an experienced professional to join our dynamic team as a Senior Case Associate. As a key member of our team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.Main ResponsibilitiesThe Senior Case Associate will be...

  • Financial Client Services Associate

    2 months ago

    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    h3>Financial Services Associate - Montreal Apply locations: Montréal, QC time type: Full time posted on: Posted Yesterday time left to apply: End Date: November 9, 2024 (14 days left to apply) job requisition id: 2423116 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Personal and Business...

  • Senior Private Banking Associate

    3 weeks ago

    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    h3>Senior Private Banking Associate - Montreal - BilingualWe’re building a relationship-oriented bank for the modern world. p>What You’ll Be DoingThe Senior Assistant, Private Banking provides support to one or more Private Banking Advisor teams. The primary responsibility of this role is to provide exceptional service to Private Banking clients by...

  • Senior Banking Associate

    1 month ago

    Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Job SummaryWe are seeking a highly skilled Senior Banking Associate to join our team at the Canadian Imperial Bank of Commerce. As a Senior Banking Associate, you will provide exceptional service to our clients by assisting them with their transactional banking needs and responding to their queries.Key ResponsibilitiesProvide support to Private Banking...

  • Senior Client Service Lead

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Senior Client Service Administrator RoleJob Summary:As a Senior Client Service Administrator at Sun Life, you will be responsible for providing exceptional service to plan sponsors, members, advisors, and team members. This role involves reviewing client requests, processing plan member information updates, and following quality guidelines to ensure accurate...

  • Financial Client Services Associate

    1 month ago

    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    p> time left to apply End Date: November 23, 2024 (13 days left to apply) job requisition id 2418855 We’re building a relationship-oriented bank for the modern world. com What you'll be doing As a member of the Personal and Business Banking Team, you’ll partner with...

  • Strategic Corporate Client Group Associate

    2 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Corporate Client Group Associate: Driving Excellence in Business DevelopmentRoyal Bank of Canada is committed to empowering individuals to achieve their full potential. As a Corporate Client Group Associate, you will play a vital role in driving business development and contributing to the success of our esteemed clients.Salary Range: $65,000 - $85,000 per...

  • Senior Client Service Administrator

    1 month ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    Job Summary:Sun Life Financial is seeking a Senior Client Service Administrator to provide exceptional service to plan sponsors, members, advisors, and team members.This role offers opportunities for growth and development, with the chance to progress from plan administration to complex Client requests.The ideal candidate will be organized, efficient, and...

  • Senior Client Specialist

    6 months ago

    Montreal, Canada GardaWorld Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Senior Client Specialist - Banking Clients Business Unit:  Cash Services Career Area:  Operations and Administration Location:  Montréal, Quebec, CA About GardaWorld Cash Services:...

  • Senior Private Banking Associate

    1 month ago

    Montreal, Canada Canadian Imperial Bank of Commerce Full time

    h3>CIBC - Senior Private Banking Associate - Montreal - Bilingual Location: Montréal, QC Time Type: Full time We’re building a relationship-oriented bank for the modern world. p>What You’ll Be Doing The Senior Assistant, Private Banking provides support to one or more Private Banking Advisor teams. The primary responsibility of this role is to provide...

  • Senior Associate, US Consulting

    1 month ago

    Montreal, Quebec, Canada Richter Full time

    Senior AssociateUS Financial Consulting Group – Based in Montreal or TorontoRichter Consulting, a member of the Richter Group, a full-service business advisory firm, founded in 1926, is seeking a Senior Associate to join our US Financial Consulting Group based in Montreal or Toronto.As a Senior Associate, you will work within a multidisciplinary team of...

  • Senior Client Specialist

    6 months ago

    Montreal, Canada GardaWorld Full time

    Location: Montréal, Québec, CA About GardaWorld Cash Services: GardaWorld Cash Services is the leading provider of customized end-to-end cash solutions in North America, including secure transportation, cash management, cash vault processing, ATM and cash recycler services. As the largest processor of cash, coin and check in Canada and the US, we...

  • Senior Accounts Associate

    1 week ago

    Montreal, Canada State Street Full time

    p>Who we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to premier real estate fund clients....

  • Senior Client Service Representative

    2 days ago

    Montreal, Quebec, Canada RBC Full time

    RBC is seeking a highly skilled Senior Client Service Representative to join their team in Montreal, Canada. As a key member of the organization, you will play a critical role in providing exceptional customer service and support to clients across Canada.About the Role:The successful candidate will have the opportunity to work with a dynamic team, utilizing...

  • Director of Client Services

    2 weeks ago

    Montreal, Canada Evolving Web Full time

    Do you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...

  • Director of Client Services

    2 months ago

    Montreal, Canada Evolving Web Full time

    Do you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...

  • Director of Client Services

    1 month ago

    Montreal, Canada Evolving Web Full time

    Do you want to take a leadership position at a growing digital agency and take our client relationship management practice to the next level? Evolving Web’s Director of Client Services balances client demands with internal planning, ensuring that we deliver high-calibre web design and development services and work collaboratively with clients. You will be...

  • Senior Client Development Manager

    1 month ago

    Montreal, Quebec, Canada undisclosed Full time

    Job Summary: We are seeking a highly skilled Senior Client Development Manager to join our team at undisclosed. As a key member of our sales team, you will be responsible for developing new accounts and supporting existing ones in Ottawa, Ontario.#### Key Responsibilities:- Conduct ongoing office sales calls to ensure continued support for our products.-...

  • Senior Client Specialist

    6 months ago

    Montreal, Canada GardaWorld Full time

    Location: Montréal, Québec, CA About GardaWorld Cash Services:GardaWorld Cash Services is the leading provider of customized end-to-end cash solutions in North America, including secure transportation, cash management, cash vault processing, ATM and cash recycler services. As the largest processor of cash, coin and check in Canada and the US, we manage...