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Client Associate Jobs in Alberta

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.

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
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
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
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 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

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