client service associate

Application Deadline: 11/01/2026 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to...

Essential Duties and Responsibilities – Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely. Utilize Customer Service Management System to track client requests through completion. Perform data stewardship to ensure accuracy of source data used throughout the firm. Act as...

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is...

Client Servicing Associate Join to apply for the Client Servicing Associate role at Mercer We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office. Responsibilities Maintain expert knowledge on the various portfolios for...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...

Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient...

Lieu de travailRichmond, Colombie-Britannique, CanadaHoraire37.5Sector d’activitéGestion de patrimoineRémunération$43,300 - $56,700 CAD Ce poste est admissible à des revenus de commission. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont...

Watson Investments is a family-owned wealth management firm based in downtown Oakville. Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wealth through every stage of life. We provide personalized, concierge-style financial planning with a focus on retirement, estate planning, tax-efficient...

Application Deadline:11/04/2026Address:20 Erb Street WestJob Family Group:Wealth Sales & Service1. This role is Onsite in Waterloo.2. You must already hold an Investment Representative (IR) license to be accepted for this role.Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and...

Position: Client Services AssociateLocation: Mississauga or TorontoJob Type: Full‑time, hybridSalary: $38,000 – 40,000About UsBluestar Professional Services Inc. is a growth‑focused investment office that acquires and operates businesses across Canada and the United States. Across all our companies, we are committed to building strong teams, investing...

Essential Duties and Responsibilities – Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely. Utilize Customer Service Management System to track client requests through completion. Perform data stewardship to ensure accuracy of source data used throughout the...

Position: Client Services AssociateLocation: Mississauga or TorontoJob Type: Full‑time, hybridSalary: $38,000 – 40,000About UsBluestar Professional Services Inc. is a growth‑focused investment office that acquires and operates businesses across Canada and the United States. Across all our companies, we are committed to building strong teams, investing...

Application Deadline:11/03/2026Address:1600 Carling AvenueJob Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and...

Client Service Associate role supporting client documentation and service excellence in the Real Estate division. Responsibilities include processing proposals, managing records, and client communication.

Client Servicing Associate Join to apply for the Client Servicing Associate role at Mercer We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office. Responsibilities Maintain expert knowledge on the...

Application Deadline:11/04/2026Address:20 Erb Street WestJob Family Group: Wealth Sales & Service1. This role is Onsite in Waterloo.2. You must already hold an Investment Representative (IR) license to be accepted for this role.Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and...

As an Associate in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them. One day you could be connecting a private equity firm with experts to...

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is...

Application Deadline:11/01/2026Address:255 Queens Ave, Suite 1900Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing...

What it’s like to be a Federated Client Service Associate Supporting one of our Commercial Insurance Specialist (CIS) we’re looking for an exceptional Client Service Associate to provide excellent customer service to our clients as well as support in the day to day running of our CIS book of business. The most important characteristics of our best...