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Client Associate Jobs in Ontario

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 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 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
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.
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

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