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Client associate Jobs in Laval, QC

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Client associate • laval qc

Last updated: 19 hours ago
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Associate, Client Transitions Management

Associate, Client Transitions Management

ScotiabankMontreal (administrative region), QC, CA
Full-time
Select how often (in days) to receive an alert : .Title : Associate, Client Transitions Management.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture...Show moreLast updated: 19 hours ago
Private Client Associate- EN

Private Client Associate- EN

RBCMontreal (administrative region), QC, CA
Full-time
What is the opportunity? As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administrat...Show moreLast updated: 1 day ago
Associate, Client Services

Associate, Client Services

LOGICIELS PROSPECTS INC.Montreal, Quebec, CAN
Full-time
Prospects solution de Corelogic offre deux des outils de productivité et de marketing les plus essentiels sur lesquels les agents immobiliers dépendent tous les jours : un CRM immobilier et de la re...Show moreLast updated: 30+ days ago
Client Experience Associate

Client Experience Associate

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
The RBC Dominion Securities branch located in Place Ville Marie is seeking a Client Experience Associate to deliver concierge level service for a dynamic advisory team. Enhance the client experience...Show moreLast updated: 3 days ago
Business Associate, Client Engagement

Business Associate, Client Engagement

AltasciencesLaval (administrative region), QC, CA
Full-time
The Business Associate, Client Engagement ensures Altasciences maintains strong traction in the industry through continuous strategic reach‑outs to prospect clients. He / she works closely with the Bu...Show moreLast updated: 9 days ago
Client Experience Associate – Banking Solutions

Client Experience Associate – Banking Solutions

TDLaval (administrative region), QC, CA
Full-time
Une institution financière de premier plan recherche un Associé, expérience client pour rejoindre son équipe à Laval, Québec. Le candidat idéal aura un diplôme d’études secondaires et plus d’un an d...Show moreLast updated: 5 days ago
  • Promoted
Associate, National Client Group

Associate, National Client Group

National BankMontreal, QC, Canada
Full-time
This is an exciting time to join the National Client Group at National Bank and be part of a winning team of finance professionals working together to grow our market share.The team is dedicated to...Show moreLast updated: 16 days ago
PIA Client Service Associate

PIA Client Service Associate

TD BankMontreal, Montreal (administrative region), CA
Full-time
Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témo...Show moreLast updated: 30+ days ago
Associate, National Client Group

Associate, National Client Group

Banque Nationale du CanadaMontreal, Montreal (administrative region), CA
Full-time
Advisory services, Commercial banking.This is an exciting time to join the National Client Group at National Bank and be part of a winning team of finance professionals working together to grow our...Show moreLast updated: 30+ days ago
Client Associate-Bilingual

Client Associate-Bilingual

Canadian Imperial Bank of CommerceMontreal, Quebec, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 22 days ago
Client Service Associate

Client Service Associate

Manulife FinancialMontreal, Montreal (administrative region), CA
Full-time
As a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.The Client Service Associa...Show moreLast updated: 27 days ago
Associate Client Relationship Manager

Associate Client Relationship Manager

UBSMontreal (administrative region), QC, CA
Full-time
Are you curious to learn how institutional investors allocate capital and what investment challenges they are trying to solve for? Are you interested in developing a career in client relationship m...Show moreLast updated: 6 days ago
Business Associate, Client Engagement

Business Associate, Client Engagement

Altasciences Co.Laval (administrative region), QC, CA
Full-time
By clicking the Accept button, you agree to us doing so.Learn more : Business Associate, Prospecting page is loaded## Business Associate, Prospectingremote type : Remotelocations : Laval, Quebectim...Show moreLast updated: 9 days ago
Associate Program - Client Service (Montreal)

Associate Program - Client Service (Montreal)

DialecticaMontreal, Montreal (administrative region), CA
Permanent
Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insig...Show moreLast updated: 27 days ago
Client Experience Associate

Client Experience Associate

0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, Canada
Full-time
The RBC Dominion Securities branch located in Place Ville Marie is seeking a Client Experience Associate to deliver concierge level service for a dynamic advisory team. Enhance the client experience...Show moreLast updated: 3 days ago
Associate, National Client Group

Associate, National Client Group

National Bank of CanadaMontreal (administrative region), QC, CA
Full-time
This is an exciting time to join the National Client Group at National Bank and be part of a winning team of finance professionals working together to grow our market share.The team is dedicated to...Show moreLast updated: 14 days ago
Client Servicing Associate

Client Servicing Associate

MercerMontreal, Montreal (administrative region), CA
Full-time
We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai...Show moreLast updated: 30+ days ago
Bilingual Client Relations Associate

Bilingual Client Relations Associate

OPENLANESaint-Eustache, QC, CA
Full-time
Une entreprise de financement automobile basée à Saint-Eustache recherche un(e) Associé(e) relationnel(le) pour gérer des comptes clients et offrir un service à la clientèle exceptionnel.Le / la cand...Show moreLast updated: 30+ days ago
Private Client Associate

Private Client Associate

Royal Bank of CanadaMONTRÉAL, Quebec, Canada
Full-time
As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service ...Show moreLast updated: 10 days ago
Associate, Client Transitions Management

Associate, Client Transitions Management

ScotiabankMontreal (administrative region), QC, CA
19 hours ago
Job type
  • Full-time
Job description

Select how often (in days) to receive an alert :

Title : Associate, Client Transitions Management

Requisition ID : 249428

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Jarislowsky Fraser’s Institutional Client Transitions Management Team will oversee the onboarding of Institutional Clients and maintenance / restructuring of client accounts. The Associate, Client Transitions Management will report directly to the Associate Director, Institutional Operations and act as the primary contact for clients and internal stakeholders in the onboarding and account maintenance processes. A unique opportunity for someone interested in the client service side of investment management, the role supports the functional areas of Institutional Client Services and contributes to the overall success of the Portfolio Management team.

Is this role right for you? In this role you will :

  • Manage the onboarding of Canadian, US and global Institutional clients and account maintenance to ensure seamless experiences for clients and business partners;

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  • Be the key contact in the onboarding and maintenance process with external stakeholders including clients, custodians and consultants;
  • Champion a customer focused culture to deepen client relationships and leverage the broader firm’s relationships, systems and knowledge;
  • Manage regulatory, business and portfolio requirements, potential risks and client needs, working with internal teams including Sales, Portfolio Managers, Legal, Compliance, Operations and other stakeholders;
  • Coordinate client restructures and maintenance including annual reviews, changes to mandates, benchmarks and account transfers;
  • Develop processes and procedures for new servicing requirements. Identify and implement process improvements for onboarding, maintenance and other initiatives;
  • Understand how Scotiabank and JF’s risk appetite and risk culture should be considered in day-to-day activities and decisions;
  • Actively pursue effective and efficient operations of your respective areas in accordance with the Bank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML / ATF / Sanctions and Conduct Risk; and
  • Champion a high performance environment and contribute to an inclusive work environment
  • Education, Professional Experience, Certifications and Skills required :

  • Bachelor’s degree or equivalent experience required, preferably in Business, Finance or related discipline.
  • 3+ years financial services industry experience in Institutional investment management or other relevant functional area.
  • Bilingualism required (French and English).
  • Good multi-tasking, planning, organizational and time-management skills.
  • Self-motivated, confident and capable of working both independently and in a team environment, prioritizing workload and seeking support when appropriate.
  • Advanced proficiency with Microsoft 365 suite of applications, databases and related systems and software applications. Sharepoint and Excel knowledge is an asset.
  • In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

    Location(s) : Canada : Quebec : Montreal || Canada : Ontario : Toronto

    Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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