Client Experience Associate

3 weeks ago

Toronto, Canada Cumberland Private Wealth Management Inc. Full time

The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.

 

ESSENTIAL FUNCTIONS:

•        Respond promptly and effectively to requests from clients, advisors and CPMs

•        Complete the opening of new client accounts and ensure annual maintenance of existing accounts are up to date, accurate and in compliance with our policies.

•        Assist the CPMs in the completion of all tasks related to client relationship management activities, including preparing and organizing material, scheduling, and meeting set-up to our preferred standard, in person or on-line

•        Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines

•        Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)

•        Provide Reception coverage and event support as required

 

QUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES, EXPERIENCE)

Education and Experience

•        Post-secondary education preferred

•        Minimum five years of experience working with senior management in a direct support role

•        Excellent interpersonal and client service skills

•        Ability to focus on detail and accuracy of client documents and communication

•        Financial services industry or Wealth Management experience an asset

 

Job Specific Competencies:

 •        Minimum two years of relevant experience within the financial services industry

•        Previous experience in onboarding of clients and ongoing client service support is an asset

•        General knowledge of the investment industry and financial markets

•        Exemplary service orientation and interpersonal skills and attention to detail

•        Results-oriented; ability to work under pressure and manage priorities and take direction

•        Ability to work independently but also essential to be a team player

•        Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook

•        Excellent verbal and written communication skills in English

•        Record and update client contacts and other related information in appropriate CRM system

•        Complete the account opening process for clients

•        Assist with annual Know Your Client, (KYC) updates

•        Facilitate modification in investment policies for each account (update appropriate systems, advise and follow up with the Compliance department)

•        Coordinate various administrative tasks and ensure the appropriate follow up

 

KEY RELATIONSHIP / CONTACTS

•        Cumberland Staff

•        Cumberland Clients and Prospective Clients

 

WORKING CONDITIONS

•        Working hours (standard 40 hours (8:30 -5:30)

•        Completion of tasks within a fixed time frame

•        Occasional requirement to work overtime

 

  • Interested professionals should forward their resume and cover letter to careers@cpwm.ca and kindly reference “Client Experience Associate” opportunity.



Cumberland Private Wealth is an independent wealth manager focused on providing customized portfolio solutions and a rewarding client experience. The company values free thinking, teamwork, and direct relationships with clients. Employees are partners and owners, with a commitment to personal investment in client strategies. For over 25 years, Cumberland Private Wealth has helped families, individuals, and foundations achieve their financial goals through careful planning.

  • Client Experience Associate

    1 day ago

    Toronto, Ontario, Canada Cavell Risk, Inc. Full time

    Job DescriptionThe Client Experience Associate is a key role within our team, responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service.Their responsibilities include:Processing and maintaining accurate and timely policy documentation;

  • Associate, Client Experience

    7 days ago

    Toronto, 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...

  • Client Experience Associate

    5 days ago

    Toronto, Canada Wellington-Altus Private Wealth Inc. Full time

    **Client Experience Associate** **Location**: This position will be based out of our Toronto office. **Who We Are**: **Gallant MacDonald** operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy....

  • Sales Associate

    1 week ago

    Toronto, Canada Retail Associate Full time

    Focused on building new and lasting customer connections, delivering highly satisfying customer experiences. Consistently lead the La Senza selling model with confidence, passion and expertise for the brand. - Responsible for creating a shopping experience that is effortless, inspiring and productive through expert product knowledge and cultivating...

  • Client Experience Associate

    5 days ago

    Toronto, Ontario, Canada Cavell Risk, Inc. Full time

    Job Summary:The Client Experience Associate plays a vital role in ensuring efficient operations and delivering exceptional customer service. As a key member of the team, you will support the Manager, Client Experience in various tasks and responsibilities.About the Role:- Assist the Manager, Client Experience in day-to-day administrative tasks, such as...

  • Client Experience Associate

    3 weeks ago

    Toronto, Canada Cumberland Private Wealth Management Inc. Full time

    The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: • Respond promptly and effectively to requests from clients, advisors and CPMs • Complete...

  • Client Experience Associate

    3 weeks ago

    Toronto, Canada Cumberland Private Wealth Management Inc. Full time

    The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   ESSENTIAL FUNCTIONS: •        Respond promptly and effectively to requests from clients, advisors and CPMs ...

  • Client Experience Associate

    4 weeks ago

    Toronto, Ontario, Canada Cumberland Private Wealth Management Inc. Full time

    The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience. ESSENTIAL FUNCTIONS: • Respond promptly and effectively to requests from clients, advisors and CPMs • Complete the opening of new...

  • Client Experience Associate

    3 weeks ago

    toronto, Canada Cumberland Private Wealth Management Inc. Full time

    The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.  ESSENTIAL FUNCTIONS: •        Respond promptly and effectively to requests from clients, advisors and CPMs...

  • Client Experience Associate

    2 weeks ago

    Toronto, Canada Cumberlandprivatewealth Full time

    The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.ESSENTIAL FUNCTIONS:Respond promptly and effectively to requests from clients, advisors and CPMs.Complete the opening of new client...

  • Client Experience Associate

    3 days ago

    Toronto, Ontario, Canada Cumberlandprivatewealth Full time

    The incumbent of this position assists Client Portfolio Managers ("CPMs") in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.ESSENTIAL FUNCTIONS:Respond promptly and effectively to requests from clients, advisors and CPMs.Complete the opening of new client...

  • Client Experience Associate

    4 weeks ago

    Toronto, ON, Canada Cumberland Private Wealth Management Inc. Full time

    The incumbent of this position assists Client Portfolio Managers (“CPMs”) in their administrative operational support and business development activities in order to ensure a high quality and personalized client experience.   ESSENTIAL FUNCTIONS: • Respond promptly and effectively to requests from clients, advisors and CPMs • Complete the opening...

  • Associate, Client Experience Administration

    4 days ago

    Toronto, Canada Hazelview Investments Full time

    **ABOUT THE POSITION** The Associate will support the Client Solutions Experience team with administrative duties such as expense reporting, calendar management, booking meetings and travel, preparing presentation materials, and other special projects. The Associate will possess superior organizational skills and excellent interpersonal skills, along with a...

  • Associate, Client Experience Group

    1 week ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate, Client Experience Group

    6 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate, Institutional Client Experience

    6 days ago

    Toronto, 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...

  • Guest Experience Centre Consultant

    4 days ago

    Toronto, Canada Guest Experience Center Full time

    Overview: **RECIPE is looking for a Guest Experience CentreConsultant** **to join our Guest Services team!** **(Toronto, ON)** Recipe Unlimited Corporation is Canada’s leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey’s, St.Hubert, The Keg, Montana’s, Kelseys, Bier Markt, East Side Mario’s, Landing Group,...

  • Guest Experience Centre Consultant

    2 weeks ago

    Toronto, Canada Guest Experience Center Full time

    Overview: **RECIPE is looking for a Guest Experience Centre Consulant** **to join our Guest Services team!** **(Toronto)** Recipe Unlimited Corporation is Canada’s leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey’s, St.Hubert, The Keg, Montana’s, Kelseys, Fresh Kitchen & Juice Bar, Bier Markt, East Side...

  • Guest Experience Centre Consultant

    2 days ago

    Toronto, Canada Guest Experience Center Full time

    Overview: **RECIPE is looking for a Guest Experience Centre Consultant for our Toronto area** **to join our Guest Services team!** Recipe Unlimited Corporation is Canada’s leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey’s, St.Hubert, The Keg, Montana’s, Kelseys, Milestones, Pubs, Bier Markt, East Side...

  • Guest Experience Centre Consultant

    1 week ago

    Toronto, Canada Guest Experience Center Full time

    Overview: **RECIPE is looking for a Guest Service Consultant for our Toronto area** **to join our Guest Services team!** Recipe Unlimited Corporation is Canada’s leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey’s, St.Hubert, The Keg, Montana’s, Kelseys, Milestones, Pubs, Bier Markt, East Side Mario’s,...