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Client Associate Jobs

Marketing And Client Service Associate
By Rocket Science VFX At Greater Toronto Area, Canada
Strong knowledge of social media management (Hootsuite, LinkedIn, Twitter)
Manage and update the company website
Provide friendly and professional client experience from incoming calls, e-mail, and on-site visits
2+ years of experience in a similar work environment
Strong attention to detail and communication skills
Knowledge of VFX and/or film/television industry is an asset
Private Client Associate Jobs
By RBC Wealth Management At Vancouver, British Columbia, Canada
Proactively assist with client management of appointments and scheduled meetings / calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Minimum of 2 years' experience in a similar role in the Investment Industry
Must have strong organizational skills and meticulous attention to detail
Gain a breadth of experience and exposure to the global WM platform
Associate, Client Management Services
By CIBC At Toronto, Ontario, Canada
You are good in Relationship Building. Strong relationship management skills with a focus on customer service.
Create training material and documentation for training new and junior colleagues by sharing knowledge and experience related to the job mandate.
Expected to self motivate and prioritize multiple deadlines associated with front office or senior management requests.
Process Management: Must possess the ability to learn, understand, and apply new business or workflow process.
Manage individual and team email inbox in a timely manner while addressing the inquiries and requests professionally
Manage high complexity cases and assignments and establish best practices for the team.
Client Service Associate Jobs
By BMO At London, Ontario, Canada
10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
Administers and processes documentation related to client files and regulatory requirements.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Private Client Associate Jobs
By RBC PH&N Investment Counsel At Toronto, Ontario, Canada
Meticulous attention to detail and excellent time management skills
Proactively assist with client management of appointments and scheduled meetings/calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Strong written and verbal communication skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Associate, Corporate Client Group
By RBC At Calgary, Alberta, Canada
Assist with loan portfolio management, client strategies and related administrative duties
Work experience in Corporate Lending / Corporate Finance / Financial Analysis
Strong quantitative, financial and analytical skills with an ability to analyze company financial statements and prepare financial models
Knowledge of credit, credit metrics, and credit structuring
Strong skills with Excel, Word, PowerPoint and the ability to source data/research
Support CCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactions
Associate Client Director Jobs
By Finquest At Greater Toronto Area, Canada
Ensure effective time management managing multiple projects simultaneously
Agile client manager experienced at working within financial / Fintech environments
Use internal tools, databases and external searches to fulfil clients’ requirements in a timely manner
Strong commercial and financial acumen with the ability to prioritize and manage stakeholder expectations, balancing multiple priorities, departments and rapid growth
3-5 years’ experience in a client facing role
Excellent communication skills – listening, speaking and writing, with the poise to communicate with senior leaders
Client Associate (Ir Licensed) Cibc Wood Gundy
By CIBC At Edmonton, Alberta, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Client Service Associate - Planning & Scheduling (Rpt 0.5)
By VON Canada At Hamilton, Ontario, Canada
Proficiency with MS Office programs, Outlook, faxing software, and database management
Other duties/tasks as assigned by manager
Tiered Benefits (health, dental, LTD) & an Employee Assistance Program for eligible employees
Defined Benefit Pension Plan with company contribution for eligible employees
Opportunities for skill development, eLearning, and career advancement
Experience with new health care technology such as CellTrak and Procura
Client Services Associate Jobs
By Baker Tilly Canada At Vancouver, British Columbia, Canada
5-7 years of relevant experience in customer service with significant emphasis on building and managing client relationships
Financial, Business, Investment, Banking or Insurance experience is considered an asset
Strong knowledge of client engagements and service
Exceptional communications skills, both verbal and written
Hands-on experience working with High Net Worth individuals and Families
Competitive total compensation package including extended health care, dental, and group life insurance benefits
Client Accounting Associate Jobs
By Ansid At Canada
Assist in finance transformation projects;
Strong knowledge of accounting principles including accruals, asset capitalization, and revenue recognition.
Record banking and credit card transactions;
Prepare customer invoices and follow up on collections based on client business rules;
Record supplier bills and process vendor payments based on client business rules;
Record revenue and expenses in client books based on generally accepted accounting principles (GAAP) applicable to each client;
Client Solutions Associate, Entertainment
By Gallagher At Toronto, Ontario, Canada
A year of professional work experience required.
Set up and maintain client files
Process new business and renewals
Invoicing, binders and cover letters
Prepare presentations, insurance submissions, certificates of insurance, pink liability insurance slips and check policy documents for accuracy.
Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents.
Client Associate (Ir Licensed) Cibc Wood Gundy
By CIBC At Vancouver, British Columbia, Canada
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know
Media Client Operations Associate (One-Year Contract)
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensure client transitions, from onboarding through offboarding, are properly supported and managed
Maintain client reporting requirements and generate reporting templates in accordance with requirements
Relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Media Client Operations Associate
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensure client transitions, from onboarding through offboarding, are properly supported and managed
Maintain client reporting requirements and generate reporting templates in accordance with requirements
Relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Associate, Client Operations, Fund Administration
By MUFG Investor Services At Toronto, Ontario, Canada
Prepare fee schedules including calculation of management and waterfall, ensuring all calculations observe applicable fund documents
University Degree in a relevant field or an equivalent combination of education and related work experience preferably in fund accounting
Prepare reconciliations of cash, positions, and accruals of client funds managed within the team
Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel is an asset.
Advanced investigative, and problem solving skills
Prepare pricing of portfolios ensuring all holdings are priced observing the applicable fund documents and valuation policies
Senior Associate Client Operations
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
3+ years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Junior Associate Director, Client Operations
By MUFG Investor Services At Vancouver, British Columbia, Canada
Have working knowledge of financial securities & fund structure types
Supervision of our fund accountants in order to meet key daily deliverables
Resolve break items generated by our in-house exception-based system in a timely and accurate manner
Track the daily workload to ensure service level agreements are met
Help foster an environment of continuous improvement within the team with a focus on efficiency and automation
Assist, when needed, with tasks outside of the NAV Calculation, such as audit, distributions, fund launches & liquidations
Client Service Associate Jobs
By Northbridge Financial Corporation At Edmonton, Alberta, Canada
Post-Secondary education (College or University)
2 years of front-line Customer Service experience
Prioritizing your well-being (Wellness Program, flexible health benefits, employee assistance)
Promoting balance (flexible schedules, generous time off, and work from home options)
Helping you grow in your career (education assistance, internal mobility)
Handling high-volumes of requests in a timely and accurate manner
Client Associate (Ir Licensed- Mandarin Speaking) Cibc Wood Gundy
By CIBC At Vancouver, British Columbia, Canada
Mandarin speaking mandatory / Cantonese preferred.
You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
What You Need To Know

Are you looking for an exciting opportunity to join a dynamic team and make an impact? We are looking for a Client Associate I to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, providing guidance and support, and ensuring the highest level of customer satisfaction. If you are a motivated self-starter with excellent communication and problem-solving skills, this could be the perfect job for you!

A Client Associate I is a customer service professional who provides support to clients of a financial services firm. They are responsible for providing clients with information about products and services, processing transactions, and helping to resolve any customer service issues.

What is Client Associate Skills Required?

• Excellent customer service and communication skills
• Ability to multi-task and prioritize
• Knowledge of financial services products and services
• Proficiency in computer applications
• Ability to work independently and as part of a team

What is Client Associate Qualifications?

• Bachelor’s degree in finance, business, or related field
• Relevant experience in customer service or financial services
• Professional certification in financial services (e.g. CFP, CFA, etc.)

What is Client Associate Knowledge?

• Knowledge of financial services products and services
• Understanding of financial markets and investments
• Knowledge of financial regulations and compliance
• Knowledge of customer service principles and practices

What is Client Associate Experience?

• Previous experience in customer service or financial services
• Experience in a fast-paced environment
• Experience in problem-solving and conflict resolution

What is Client Associate Responsibilities?

• Provide customer service to clients
• Process client transactions
• Assist clients with product and service inquiries
• Resolve customer service issues