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Senior Client Services Associate Jobs

Senior Associate, Investor Services
By SS&C Technologies At Mississauga, Ontario, Canada
Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
Communicate pending transactions to fund management as required.
Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
Senior Manager, Client Services (Remote)
By TELUS At Edmonton, Alberta, Canada
Oversee the end-to-end project management process, ensuring successful delivery of projects while meeting quality standards, deadlines, and budgetary constraints;
Budget management and Revenue Growth
Knowledge of the area of pension administration and / or quality assurance experience will be considered an asset;
Proactively monitor client satisfaction and manage requests and escalations, collaborating with the Client Relationship Lead and other key stakeholders;
Establish project timelines, allocate resources, and manage project budgets to ensure successful outcomes;
Organize and manage change order projects as may be required to deliver ‘Out of Scope’ work;
Senior Manager - Client Services
By Virtusa At Toronto, Ontario, Canada

About Virtusa Virtusa Corporation is a global provider of Digital Business Transformation, Digital Engineering, and Information Technology (IT) outsourcing services that accelerate our clients’ ...

Client Services Associate, Estate Administrator (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
Superior customer service and relationship management skills.
Strong organizational and time-management skills.
As a Client Service Associate, Estates Administrator, your skills and qualifications will include:
Collaborate with Advisory Team to provide expertise and create a seamless client experience.
Utilize knowledge and expertise with estate settlement to identify opportunities for improvement to existing processes.
A minimum of 5 years of related experience.
Client Services Associate Jobs
By Beutel, Goodman & Company Ltd. At Toronto, Ontario, Canada
Undergraduate degree in business or finance and general knowledge of financial industry
Run data sets in Satuit, IC Research and Dakota for Relationship Managers.
1-3 years of financial services experience considered an asset
Record and update client and prospect contacts and maintain mailing lists in the CRM System (Satuit).
Prepare customized presentation decks for client and prospect meetings and ensure reports are sent out in a timely manner.
Collaborate with Marketing team for PowerPoint presentation enhancements, changes, and updates.
Senior Tax Staff - Private Client Services - Toronto [Ernst & Young]
By CareerBeacon At Toronto, Ontario, Canada
Excellent organization and time management skills
Assist and manage the administration of personal and trust tax compliance seasons
3 – 5 years of relevant tax experience or equivalent experience in business or industry
Excellent written and verbal communication skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Senior Tax Staff - Private Client Services - Ottawa [Ernst & Young]
By CareerBeacon At Ottawa, Ontario, Canada
Excellent organization and time management skills
Assist and manage the administration of personal and trust tax compliance seasons
3 – 5 years of relevant tax experience or equivalent experience in business or industry
Excellent written and verbal communication skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
Transaction Services, Senior Associate
By PwC Canada At Calgary, Alberta, Canada
Proven engagement team management and leadership skills
Participate in meetings with top-level management in a wide range of businesses/ industries to obtain critical information for due diligence
Experiences And Skills You’ll Use To Solve
Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax)
Solid audit experience at a Senior Associate level
Proven technical and analytical capabilities
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
Senior Manager, Client Services For Leading Investment Firm
By Dean Group At Toronto, Ontario, Canada
Strong people management skills to partner with cross functional teams to drive process improvements
Minimum 7 years of financial services experience with 3 of those being in a Manager role.
Mutual funds knowledge and experience is a MUST
Coaching of management level Team Leaders is a MUST
Demonstrated ability to develop and motivate staff with leadership skills
Collaborate with key executives to create service standards for both quality and productivity measures.
Associate, Client Management Services
By CIBC At Toronto, Ontario, Canada
You are good in Relationship Building. Strong relationship management skills with a focus on customer service.
Create training material and documentation for training new and junior colleagues by sharing knowledge and experience related to the job mandate.
Expected to self motivate and prioritize multiple deadlines associated with front office or senior management requests.
Process Management: Must possess the ability to learn, understand, and apply new business or workflow process.
Manage individual and team email inbox in a timely manner while addressing the inquiries and requests professionally
Manage high complexity cases and assignments and establish best practices for the team.
Associate Client Partner, Services
By Infosys At Montreal, Quebec, Canada
Significant business development and project management experience
Client relationship management and business development: lead client relationships, build a portfolio up to $10-30M, lead the opportunity management cycle: Prospect-Evaluate-Propose-Close
Balance different projects running for the client that may involve different delivery managers or horizontal unit resources.
Experience in the relevant industry/vertical
Hands-on experience with proposal creation and leading proposal presentations
Strong leadership, interpersonal, communication, and presentation skills
Client Services Associate Jobs
By Baker Tilly Canada At Vancouver, British Columbia, Canada
5-7 years of relevant experience in customer service with significant emphasis on building and managing client relationships
Financial, Business, Investment, Banking or Insurance experience is considered an asset
Strong knowledge of client engagements and service
Exceptional communications skills, both verbal and written
Hands-on experience working with High Net Worth individuals and Families
Competitive total compensation package including extended health care, dental, and group life insurance benefits
Senior Director Client & Business Services
By Atlas Van Lines (Canada) Ltd. At Oakville, Ontario, Canada
Strong leadership and team management experience
Manage the Government Service contract as main Government liaison, in tandem with the Manager of AVAIL & Government move management services
KPI’s and management reporting for Marketing & Business Development and Government & AVAIL move management services departments
Manage the strategic relationship with our Federal Government client
5+ years of job-related experience in marketing and/or business development
Excellent interpersonal, communication, and critical thinking skills
Associate International Student Advisor, Client Services
By The University of British Columbia At Greater Vancouver Metropolitan Area, Canada
Previous experience with Student Information Systems or other enterprise database solutions and customer relationship management systems preferred.
Demonstrated time management skills with the ability to effectively prioritize, multi-task and organize work.
Demonstrates a commitment to enhancing one’s own awareness, knowledge, and skills related to equity, diversity, and inclusion
Knowledge of major secondary educational systems would be an asset, including provinces in Canada, British patterned, US, IB, and other systems.
Experience in a post-secondary education setting preferred.
A sound knowledge of University admission criteria, services and resources for international students.
Senior Associate Client Operations
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
3+ years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
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