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
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 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;

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