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Client Associate Jobs

Client Relations Associate Jobs
By Spara Executives At Mississauga, Ontario, Canada
Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions
Provide clients with an individualized purchasing experience and utmost customer service
High School Diploma or equivalent certification required
1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred
Results-driven and self-motivated to improve interpersonal skills
Responsibilities of a Client Relations Associate:
Client Relations Associate Jobs
By Social Enterprise Fund At Edmonton, Alberta, Canada

SEF is one of Canada’s largest and most active social finance investors. This position is key to ongoing relations with our borrowers to understand and analyze their work.

Associate Client Manager Jobs
By TELUS At Toronto, Ontario, Canada
Excellent time management skills, and the ability to manage multiple assignments.
Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
Attends internal training sessions to build knowledge of industry topics and trends.
Excellent written and oral communication skills
Great training and leaderships skills
Associate Program - Client Service (Montreal) - October 2023
By Dialectica At Montreal, Quebec, Canada
1+ years of work experience
Proven leadership skills and participation in extracurricular activities
Excellent networking and sourcing abilities, leveraging professional networks like LinkedIn and internal databases to engage and convince suitable experts
Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset
Academic achievement in any undergraduate field (Bachelor’s degree or higher)
Demonstrated interest in business and a goal-oriented mindset
Client Relations Associate Jobs
By Lucent Marketing Group At Kanata, Ontario, Canada
Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions
Provide clients with an individualized purchasing experience and the utmost customer service
High School Diploma or equivalent certification required
1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred
Results-driven and self-motivated to improve interpersonal skills
Establish and maintain long-lasting business and client relationships
Associate, Loan Syndications, Corporate Client Group
By RBC At Toronto, Ontario, Canada
Manage and respond to requirements of other lenders to help assist them in participating in CCG transactions.
Work experience in investment banking / corporate banking / corporate finance / corporate lending / financial advisory
Coordinate with all CCG groups including MMLIF, Mezzanine Finance and CCG to evaluate and originate new business.
Undergraduate degree in Business, Economics, Accounting, or Finance
Knowledge of Capital Markets, credit, credit metrics, and credit structuring
Professional oral and written communication skills
Client Service Associate (Csa) - Planning & Scheduling (Rpt 0.4) [Von Canada]
By CareerBeacon At North Bay, Ontario, Canada
Proficiency with MS Office programs, Outlook, faxing software, and database management
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
Other duties/tasks as assigned by manager
Client Service Associate (Csa) - Commercial Division
By Insurance Talent Group At Markham, Ontario, Canada
All correspondence is to be attached and documented in Broker Management System by CSA. Qualifications:
Strong written, oral communication and presentation skills
High attention to detail with strong organizational skills
Paid Vacation and Personal Days
Paid Vacation & Personal Days
Client Service Associate is responsible for maintaining retention of current portfolio business by facilitating processes and procedures with efficiency.
Client Delivery Associate Jobs
By BMO At London, Ontario, Canada
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Broader work or accountabilities may be assigned as needed. Qualifications:
Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
Verbal & written communication skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Client Relations Associate Jobs
By Lucent Marketing Group At Vanier, Ontario, Canada
Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions
Provide clients with an individualized purchasing experience and the utmost customer service
High School Diploma or equivalent certification required
1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred
Results-driven and self-motivated to improve interpersonal skills
Establish and maintain long-lasting business and client relationships
Pia Client Service Associate [Td Bank]
By CareerBeacon At Toronto, Ontario, Canada
Adhere to all policies and procedures and maintain a culture and operation of risk management
Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently
Prepare documentation and provide updates to IAs in preparation for client meetings
Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
Accept/create leads and ensure correct referral coding administration
Client Associate Cibc Wood Gundy
By CIBC At Calgary, 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 Services Associate Jobs
By Beutel, Goodman & Company Ltd. At Toronto, Ontario, Canada
Undergraduate degree in business or finance and general knowledge of financial industry
Run data sets in Satuit, IC Research and Dakota for Relationship Managers.
1-3 years of financial services experience considered an asset
Record and update client and prospect contacts and maintain mailing lists in the CRM System (Satuit).
Prepare customized presentation decks for client and prospect meetings and ensure reports are sent out in a timely manner.
Collaborate with Marketing team for PowerPoint presentation enhancements, changes, and updates.
Associate Program - Client Service (Montreal) - Sept 2023
By Dialectica At Montreal, Quebec, Canada
0-3 years of work experience
A client service mentality, ensuring you provide the best experience to our experts
Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset
Academic achievement gained in any undergraduate field (Bachelor’s degree or higher)
Participation in extracurricular activities with proven records of leadership
Strong interest and passion for the business world
Client Services Associate - Volunteers (Paid Position)
By Meals on Wheels London At London, Ontario, Canada
(I) Reassigning volunteer drivers in Volunteer and Client management system to ensure accurate reimbursements.
(i)provide leadership and manage their responsibilities within the established program policies, priorities and outcomes;
Reports to: Manager of Client Services
SECTION THREE: DUTIES AND RESPONSIBILITIES
The key responsibilities of the Client Services Associate - Volunteers comprise the following:
3.1 Resource to the Manager of Client Service
Associate, Client Insights And Analytics - Toronto
By Scotiabank At Toronto, Ontario, Canada
Expected to function independently by combining business knowledge and technical expertise to recommend, develop and implement data, reporting and analytics solutions.
Bachelor / Master’s degree in a Finance/data science/analytics discipline.
5+ years of progressive experience in data and analytics field, or sales background in Corporate Investment Banking, Global Capital Markets.
Excellent leadership skills in driving senior leaders to consensus and managing complex teams.
Working knowledge of Salesforce and BI tools like Tableau and PowerBI would be a strong asset.
Be a champion of change in Global Banking and Markets, for helping to evolve the data and analytics driven culture.
Associate, Media Client Operations
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 Manager - Retail Analytics
By NielsenIQ At Toronto, Ontario, Canada
Proven experience in sales processes and pipeline management.
Retail or manufacturing background, particularly in Retail Merchandising, Category Management, or Operations, is a plus.
Collaborate with the business development team to manage and optimize the sales pipeline.
Utilize CRM tools to track and manage customer interactions, opportunities, and sales progress.
Post secondary education - Bachelor's Degree in a relevant field.
3+ years of experience in CPG, Retail, Consulting, or Analytics.
Client Experience Associate Jobs
By RBC Wealth Management At Surrey, British Columbia, Canada
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Exceptional written and verbal communication skills (a people person)
4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
Client Care Associate (Client Solutions)
By CBRE Investment Management At Greater Toronto Area, Canada
Client Onboarding, KYC/DCC, stakeholder management
· Salesforce platform management: dashboards, content, tracking, closings and pipeline, and contacts
· Intellectual agility and well-honed organizational skills with the ability to manage multiple projects to tight deadlines
· Key contact for day-to-day client queries; manages prospective and existing clients’ requests for information
· Demonstrated analytical and quantitative skills and the ability to interpret information from complex documents
· Advanced abilities in Microsoft Office (Word, PowerPoint, Excel)

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