client support associate

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service. The ideal...

Wellington-Altus Private Wealth in Winnipeg is seeking an Operations Associate to support Wealth Advisors and associates by ensuring quality control of documents and proper procedure implementation. You will manage doc queries, account openings, and ticket workflows, collaborating across departments to deliver accurate and timely service.The ideal candidate...

A community service organization in Toronto is seeking Relief Shelter Workers to assist vulnerable individuals. Responsibilities include operating client-focused services, contributing to program planning, and maintaining a safe environment. Candidates must have a relevant diploma, experience in social services, and the ability to handle emergency...

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 and...

Client Support role responsible for managing policy endorsements and new business processes, including data entry and ensuring service standards for personal insurance customers.

A leading Canadian bank in York Region is looking for a Wealth Associate to support investment advisors and provide excellent customer service. Responsibilities include managing client transactions and ensuring compliance with regulations. Candidates should have a diploma in a related field and two years of experience in the financial sector. This role...

Bilingual Client Support Specialist, Client Relationship & SupportFull-Time, PERMLocation: Mississauga-HYBRIDHours: Monday-Friday 8:30am-5:00pm, 1 hour lunchSalary: Up to 65KClientOur client is a leading pharmaceutical distribution channel that continues to grow. Due to this tremendous growth, they are looking for a talented professional to join their...

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 and...

National Bank Wealth Management is seeking a Wealth Associate to support investment advisors and deliver exceptional client service in Canada. You will handle routine financial operations, update client files, and prepare reports while ensuring compliance and risk controls.The role requires a college/university diploma and CSC/CIRE qualifications, with...

CIBC Wood Gundy in Ottawa is seeking a Client Associate to work closely with Investment Advisors, helping manage portfolios and develop new business for high-net-worth clients. This on-site, full-time role emphasizes client engagement and proactive opportunity identification.The base salary ranges from CAD 51,500 to CAD 60,200, with eligibility for an annual...

Fiera Capital in Montreal is seeking an Institutional Client Manager to support client services for institutional clients. You will coordinate portfolios, respond to data requests, and manage new-account openings with internal teams, ensuring documentation is complete and accurate.You will work with the Institutional Markets team, mentor junior staff, and...

CIBC Wood Gundy in Ottawa is seeking a Client Associate to work closely with Investment Advisors, helping manage portfolios and develop new business for high-net-worth clients. This on-site, full-time role emphasizes client engagement and proactive opportunity identification.The base salary ranges from CAD 51,500 to CAD 60,200, with eligibility for an annual...

CIBC Wood Gundy in Ottawa is seeking a Client Associate to work closely with Investment Advisors, helping manage portfolios and develop new business for high-net-worth clients. This on-site, full-time role emphasizes client engagement and proactive opportunity identification. The base salary ranges from CAD 51,500 to CAD 60,200, with eligibility for an...

Scotiabank's ScotiaMcLeod Wealth Management is seeking an Administrative Associate to support one or more Wealth Advisors with client service and trading day-to-day activities.You'll manage administrative processes, assist with portfolio reviews, and coordinate marketing materials, events, and seminars to identify opportunities for assets and revenue....

A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa. The role involves supporting wealth advisors by providing exceptional customer service, managing client communications, and performing administrative tasks. Ideal candidates hold a college diploma and possess at least one year of relevant experience in...

Richardson Wealth is seeking an associate in our downtown Toronto office to support Investment Advisors and deliver exceptional client service. This role involves financial reporting support, tax-season duties, and seamless administrative coordination.The ideal candidate has 3–5 years in financial services, strong English communication, and a CIRO...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions.The role emphasizes high client service standards, portfolio...

ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is seeking an Administrative Associate to support Wealth Advisors with client service, administration, and day-to-day trading. You will contribute to a collaborative, growth-focused team and help deliver personalized financial solutions.The role emphasizes high client service standards, portfolio...

Our company is seeking to hire a Client Support Specialist to join the Client Support team within our Go Grants Business Unit. The candidate must work from 9:30am to 6:00pm (EST). The Go Grants team has a Grants Management software product that is used by Emergency Management Agencies in the United States to manage Federal and State Grant money mainly tied...

VITALL is looking to expand its dedicated client support and implementation team with an experienced and strategic Client Support Manager. This is an outstanding opportunity for you to become a core contributor to the health technology industry, play a meaningful role in the lives of patients, and advance the foundation of world‑class client support...