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Registered Client Service Associate Jobs

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 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.
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
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
Marketing And Client Service Associate
By Rocket Science VFX At Greater Toronto Area, Canada
Strong knowledge of social media management (Hootsuite, LinkedIn, Twitter)
Manage and update the company website
Provide friendly and professional client experience from incoming calls, e-mail, and on-site visits
2+ years of experience in a similar work environment
Strong attention to detail and communication skills
Knowledge of VFX and/or film/television industry is an asset
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
Associate, Client Service Operations, Us Cash Management
By RBC Capital Markets At Toronto, Ontario, Canada
Drive business innovation and uncover business opportunities
Collaborate to create an end-to-end journey strategy from inception, and determine business value to be created
Inspire and foster a clear business vision across business platforms
Collaborate to create clear outcomes and business results
Ensure customer-driven design across user pain points, market needs, and usability test results
Develop and empower diverse, autonomous, high performing teams and build a supportive, fun community
Associé(E) À L'expérience Client/ Customer Service Associate
By Bentley & Co LTD At Montreal, Quebec, Canada
Experience using a CMS, Ecommerce Platform, or Order Management tool;
DEC or experience in a related field;
A minimum of 3 years experience in a similar role, preferably in the retail industry;
Excellent communication skills in both French and English (verbal and written)
Advanced skills in MS Office suite;
DEC ou expérience dans un domaine connexe
Service Associate, Client Transaction Services & Registered Products
By RBC Wealth Management At Toronto, Ontario, Canada
4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience
1+ year prior securities, banking, technology and/or job specific related industry experience
Technical skills required – MS Access, MS Excel, MS PowerPoint at an intermediate to advanced level
Opportunities to take on progressively greater accountabilities
Leverage internal/external contacts to address/resolve issues/opportunities.
CFA candidate considered a plus
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
Client Service Associate, New Accounts Administrator
By Nicola Wealth At Vancouver, British Columbia, Canada
Superior customer service and relationship management skills
Ability to work in a fast-paced environment utilizing strong time management skills
Actively engage in ongoing learning and development to continuously improve skills and knowledge.
Experience with improving and documenting processes an asset
Proficiency with MS Outlook, Excel and Word and experience with a CRM database
Excellent communication skills in English (both written and verbal)

Are you looking for an exciting opportunity to use your customer service skills in a fast-paced environment? We are looking for a Registered Client Service Associate to join our team! As a Registered Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their satisfaction and providing solutions to their inquiries. If you are a motivated individual with a passion for customer service, this is the perfect job for you!

Overview A Registered Client Service Associate is a professional who provides customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. Detailed Job Description A Registered Client Service Associate is responsible for providing customer service and administrative support to clients of a financial services firm. They are responsible for managing client accounts, processing transactions, and providing advice and assistance to clients. They must be knowledgeable about the products and services offered by the firm and be able to explain them to clients. They must also be able to handle customer inquiries and complaints in a professional manner. In addition, they must be able to process transactions accurately and in a timely manner. Job Skills Required
• Excellent customer service skills
• Knowledge of financial products and services
• Ability to explain complex financial concepts to clients
• Ability to handle customer inquiries and complaints
• Ability to process transactions accurately and in a timely manner
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant work experience in a financial services firm
• Professional certification such as the Series 7 or Series 63
• Ability to pass a background check
Job Knowledge
• Knowledge of financial products and services
• Knowledge of financial regulations and compliance
• Knowledge of computer systems and software
Job Experience
• Relevant work experience in a financial services firm
• Experience in customer service
Job Responsibilities
• Manage client accounts
• Process transactions
• Provide advice and assistance to clients
• Handle customer inquiries and complaints
• Explain complex financial concepts to clients
• Ensure compliance with financial regulations
• Maintain accurate records and documents