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Client Financial Services Representative Jobs

Client Services Representative - Full Time
By Broadstreet Properties At Winnipeg, Manitoba, Canada
Effective computer skills including experience using the Microsoft Office Suite (Word, Excel, Outlook, Teams); experience using an ERP considered an asset
Utilize conflict resolution skills to ensure a high level of client service
1+ year of previous customer service experience
Yearly health and wellness benefit
Provide a high level of customer service
Respond to client inquiries in a professional and timely manner
Client Services Representative (Quality)
By A.T.G. Industries Inc. At Rockland, Ontario, Canada
Good organizational and time-management skills
Knowledge of AS9100D, ISO 9001 and NADCAP Quality Management Systems
Responsible for Managing, Monitoring and reporting on Customer Quality requirements
Responsible for managing, monitoring and reporting on supplier requirements
Experience in customer service, client relations, or related field
Excellent communication and interpersonal skills
Client Services Representative Jobs
By Raise At Toronto, Ontario, Canada
Must-have skills/ experiences/ education/ designations:
What program/technology/software knowledge is essential for this role? How frequently will the resource be using this?
Describe your team – size, structure, team culture:
•1st Team – CMO Onboarding: Back-end Operational Support
•2nd Team – CMO Customer Support Operational Support
•2nd: Navigational and Product Support via incoming calls
Financial Services Representative Ii
By CIBC At Oshawa, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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 Representative – Print Manufacturing
By Stoakley-Stewart Consultants Ltd. At Etobicoke, Ontario, Canada
Handling account management responsibilities, maintaining strong, long-lasting customer relationships.
Demonstrated experience in a customer service or account management role.
Strong organizational skills, with the ability to manage multiple tasks, set priorities, and meet deadlines.
Excellent communication skills, with a proven ability to convey complex information in an accessible manner to a range of audiences.
Ensuring high levels of customer satisfaction through excellent service; anticipating, meeting, and exceeding customer needs and expectations.
Working closely with production to coordinate job schedules, maintain workflow, and ensure timely completion of projects.
Client Partner - Financial Services Sector
By Randstad Canada At Toronto, Ontario, Canada
Excellent problem solving, communication, and client management skills are essential
Experience managing Client P&L of $10M+ including reporting and metric assessment for the account
Able to make knowledgeable conversations with clients in Digital area/trends in the industry
Leverage fact-based insights and other resources to influence Randstad Digital strategy for categories in which we compete
Drive overall account planning, Top-to-Top process, and serve as "voice of Randstad Digital" to clients/senior leadership
Ensure a robust after-sales process to deliver strong customer engagement
Financial Representative Jobs
By Serenia Life Financial At Spruce Grove, Alberta, Canada
Digital Wealth Management (Insurance, Investments and Mortgages)
Ongoing Training that is focused on improving the skill set and technical knowledge of our team
A remote work from home opportunity, to create your optimal work/life balance
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Excellent communication skills - written, verbal and listening
Work in SALES in an uncapped earning environment with unlimited growth potential
Financial Services Representative Ii
By CIBC At Victoria, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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 Representative - Winnipeg
By Broadstreet Properties At Winnipeg, Manitoba, Canada
Effective computer skills including experience using the Microsoft Office Suite (Word, Excel, Outlook, Teams); experience using an ERP considered an asset
Utilize conflict resolution skills to ensure a high level of client service
1+ year of previous customer service experience
Yearly health and wellness benefit
Provide a high level of customer service
Respond to client inquiries in a professional and timely manner
Client Services Representative - Administrative Support
By Workhoppers At Hamilton, Ontario, Canada

What We Are Looking For

Financial Services Representative I, Ii, Senior
By Global Credit Union At Northgate, Saskatchewan, Canada
Creditable Experience in Lieu of Education:
Voluntary cash benefits for accident, hospitalization and critical illness
Click here to view Global’s comprehensive Benefits Programs .
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Financial Services Representative Ii
By CIBC At Scarborough, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Shared Services Representative- Contract
By BGIS At Toronto, Ontario, Canada
1 to 3 years of clerical accounting/accounts payable work experience
Processes accounts payable payments in accordance to established processes
Liaises with business unit leaders to obtain approval for payments
Handles scanned documentations with low data recognition and data enters missing data
Determines appropriate accounting codes to the documents according to business unit and expense/cost element type
Handles validation, matching, coding and approval exceptions. Liaises with business unit leaders to obtain approval exceptions
Financial Services Representative I
By CIBC At Mississauga, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Services Representative Ii
By CIBC At Whitehorse, Yukon Territory, Canada
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
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.
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
What You Need To Know
Financial Services Representative Ii
By CIBC At Greater Sudbury, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Services Representative Ii
By CIBC At Princeton, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Services Representative Ii
By CIBC At Greater St. John's Metropolitan Area, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Services Representative Ii
By CIBC At Mississauga, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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
Financial Services Representative Jobs
By CIBC At Guelph, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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