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Service client • etobicoke on

Dernière mise à jour : il y a 4 jours

Private Client Service Associate

TDS PersonnelToronto, Ontario
100 000,00 $CA par an
Temps plein +1

Our client within investment management requires a Private Client Service Associate to join their team.This role will support a Portfolio Manager and the team in delivering exceptional service to h... Voir plus

Bilingual French Client Service Consultant

Randstad CanadaMississauga, Ontario, CA
20,00 $CA par heure
Temporaire
Quick Apply

Are you a polished bilingual French customer service professional looking for customer service experience to help you move further in your career? Are you passionate about helping people by resolvi... Voir plus

Bilingual Client Transactions Service Associate

0000050007 Royal Bank of CanadaTORONTO, Ontario, Canada
Temps plein

The overall purpose of this role is to act as a central point of contact and relationship manager to the Dominion Securities (DS) Front Office personnel as it pertains to Operations matters.The suc... Voir plus

Client Success Lead

N4 StudioToronto, ON, CA
Télétravail
Temps plein
Quick Apply

You are a senior client leader who thrives in long-term strategic relationships.You've owned complex retainer portfolios before and know how to keep clients engaged, growing, and genuinely convince... Voir plus

Bilingual (French) Client Service Associate

BITS RecruitingToronto, ON, Canada
81 617,00 $CA par an
Temps plein

Bilingual (French) Client Service Associate.Operating hours: Monday to Friday, 8:00 AM – 5:00 PM.Typical shift: 9:00 AM – 5:00 PM (subject to manager approval).As a Bilingual (French/En... Voir plus

Client Service Representative, Small Business

PayworksEtobicoke
44 000,00 $CA par an
Temps plein +1

Doing business to business, person to person.Payworks is a leading workforce management solutions provider and multi-year winner of the Canada’s Best Managed Companies program.We are proudly Canadi... Voir plus

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaToronto, Ontario
21,50 $CA par heure
Télétravail
Temps plein

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Voir plus

Client Partner

Rodan Energy Solutions Inc.Mississauga, ON, CA
Temps plein
Quick Apply

About Us:    At Rodan Energy, our mission is Making Sustainable, Attainable.As a leading North American energy services company, we provide innovative energy solutions that help cli... Voir plus

Client Advisor

James Perse Los AngelesToronto, ON, CA
Temps plein
Quick Apply

WE ARE CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR ROSEDALE LOCATION OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all objectives set forth by the company.They a... Voir plus

Client Success Manager

VALDToronto, Ontario, Canada
Temps plein

Are you a health or performance professional thinking about a career change? Are you passionate about how technology can help progress your profession?.If you have experience working in a clinical ... Voir plus

Client Service Specialist – AdminAdvantage

ManulifeToronto, Ontario
Temps plein

Join a team that’s transforming benefits administration.At Manulife Group Benefits Operations, the AdminAdvantage team connects people, technology, and expert services to simplify benefits administ... Voir plus

PIA Client Service Associate

The Toronto-Dominion Bank (Canada)Mississauga, Ontario
Temps plein

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.It'... Voir plus

Service client bilingue - Travail à domicile - Horaire flexible

Tim's FinancialToronto, Ontario
Télétravail
Temps plein

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Voir plus

Client Trainer

BoldrToronto, ON, CA
Temps plein
Quick Apply

Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities worldwide.We are a global team, united by ... Voir plus

Client Success Associate

PerkSpotToronto, ON, CA
50 000,00 $CA par an
Temps plein
Quick Apply

PerkSpot is searching for a Client Success Associate to join our Client Success Operations team!.At PerkSpot, our mission goes beyond discounts—it’s about empowering employees everywher... Voir plus

Associate, Client Service

OtherToronto, Ontario
Temps plein +2

North American advertising industry, setting a new standard for measurable impact, transparency, and accountability for both our team and the clients we partner with.We are a privately owned, Toron... Voir plus

Associate, Client Service Manager

TDS PersonnelToronto, Ontario
60 000,00 $CA – 80 000,00 $CA par an
Temps plein +1

Our client, a downtown investment management firm is seeking an Associate, Client Service Manager to join their team to provide exceptional service to our Institutional, Sub-Advisory, and High-Net ... Voir plus

Service client bilingue - Travail à domicile - Horaire flexible

Teladoc HealthToronto, Ontario
24,00 $CA par heure
Télétravail
Temps plein

The Tier 1 Patient and Member Support Representative plays a critical role in providing outstanding customer service to patients and members within a call center environment.This position involves ... Voir plus

Client Relationship Analyst

08763 Citi Canada Technology Services ULC123 FRONT STREET WEST TORONTO
Temps plein

The Client Relationship Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team.The overall objective... Voir plus

Private Client Service Associate

Private Client Service Associate

TDS PersonnelToronto, Ontario
Il y a plus de 30 jours
Salaire
100 000,00 $CA par an
Type de contrat
  • Temps plein
  • Permanent
Description de poste

Job Description:

Our client within investment management requires a Private Client Service Associate to join their team. This role will support a Portfolio Manager and the team in delivering exceptional service to high-net-worth and high-profile clients. This role combines relationship management support, portfolio administration, operational execution, and scheduling within a collaborative team environment. The ideal candidate will demonstrate strong attention to detail, professionalism, and a client-first mindset.

Responsibilities:

  • Manage the full lifecycle of client account documentation, onboarding, transfers, and ongoing updates
  • Process account-related transactions, including cheques, wires, contributions, and disbursements
  • Maintain accurate client records and documentation in CRM systems
  • Liaise with internal departments to ensure seamless execution and compliance
  • Prepare daily, quarterly, and annual client reporting packages, ensuring accuracy and timeliness
  • Manage complex scheduling and meeting coordination for the Private Client Principal
  • Collaborate with other Private Client team members to ensure team coverage and operational continuity
  • Support recurring operational tasks and adapt flexibly to business needs, including peak periods

Qualifications:

  • Minimum 5 years of experience in the investment industry as a Private Client Associate or similar role
  • IIROC Registered Representative (RR) designation required
  • Bachelor’s degree required
  • Canadian Securities Course (CSC®) completed; PFP® or CFP designation an asset
  • In-depth knowledge of private client investment products and account procedures
  • Proficient in Microsoft Office (Excel, PowerPoint, Word), Outlook, CRM, and portfolio management systems (experience with D1g1t or ISM is an asset)
  • Personable, discreet, and experienced in working with high-net-worth and high-profile clients
  • Strong attention to detail, organizational skills, and ability to multitask effectively
  • Highly dependable, self-motivated, and able to work independently
  • Willingness to provide operational flexibility and team coverage when required

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.