Jobs for client support associate at Winnipeg

Farm Credit Canada in Ontario is seeking a Relationship Management Associate to support the lending process by building strong customer relationships and delivering accurate administrative support. You’ll work with Relationship Managers to identify customer needs, respond to inquiries, and maintain office operations with efficiency and professionalism....

TD Private Wealth Management in Edmonton is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors, handling client communications and meeting preparations. You will prepare documentation, analyze client accounts, and maintain compliance while delivering the gold standard client...

Pursue your passion for client service as a Senior Advisor Services Associate with Harbourfront Wealth in Burlington, ON. This role offers the chance to excel in Trust and Estate administration.You will be integral in supporting clients and advisors, managing inquiries, and improving service delivery. Your responsibility includes timely responses, conducting...

Embark on a fulfilling career as an Advisor Support Associate at Canada Life. Provide invaluable support to Financial Service Representatives while prioritizing customer satisfaction.As an Advisor Support Associate in the Financial Solutions Centre, your role will focus on delivering top-notch sales and administrative support. You will play a critical role...

Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service. Use your skills to streamline onboarding processes and enhance client interactions.As a Wealth Associate, you will oversee the client onboarding process, ensuring compliance and accuracy in all documentation. Your ability to collaborate with...

Raymond James Ltd. in Victoria, BC is seeking a Wealth Advisor Associate to support a team of financial advisors and the Branch Manager. You will handle account openings, process client trades by phone, and ensure paperwork is accurate and up to date. This role emphasizes meticulous attention to detail, a positive attitude, and strong interpersonal skills in...

Career OpportunityRole TitleClient Support Specialist Purpose of roleWorking within the Service Centre, this job provides first contact resolution with existing Members, regarding Membership inquiries, Inforce customer (Member and Producer) inquiries and requests on Current sold and legacy products within US and Canada. Including functional processing and...

Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace...

Introducing Morgan Stanley at Work: We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace...

Work Location: Medicine Hat, Alberta, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $45,000 - $59,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...

Work Location: Richmond, British Columbia, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...

What is the opportunity? RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our...

Analyst, Sales & Client Service About Our Firm Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital...

Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too.Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace...

Introducing Morgan Stanley At WorkWe know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Introducing Morgan Stanley At WorkWe know a lot about investing and are certain there’s no...

Client Service AssociateClient Care Centre – Client ServicesPermanent Full-time & 1-year ContractLevel 6About us: The Ontario Pension Board (OPB) administers the Public Service Pension Plan (the PSPP), a major defined benefit pension plan sponsored by the Government of Ontario. With 100,000 members and $34.1 billion in assets, the PSPP is one of Canada’s...

Devenez le lien vital entre BellatRx et nos clients en tant que Support Technique Client. Votre rôle consistera à diagnostiquer et résoudre des problèmes techniques tout en garantissant la satisfaction des clients par une communication efficace.En tant que Support Technique, vous devez posséder une solide expérience en service à la clientèle et un...

FCT is seeking a Customer Connect Specialist to provide enterprise-wide technology support to internal and external customers, acting as a central point of contact for system access, platform navigation and troubleshooting. You will serve as the subject matter expert to ensure smooth and timely transactions for clients and lawyers. The role emphasizes...

Join Protex Environmental as a Client Services Administrator, offering essential support to customers and the administrative team. Emphasizing communication and organization, this role ensures exceptional service.In this pivotal role, the Client Services Administrator supports both customers and administrative functions at Protex Environmental....

Become a Client Support Coordinator at HairClub and transform lives! Enjoy a structured schedule with an extensive training program focused on hair restoration solutions.This role involves creating a welcoming atmosphere while efficiently handling client scheduling and transactions. Your energy and compassion will enhance the client experience, providing...