Client associate Jobs in Toronto, ON
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Client associate • toronto on
Last updated: 8 hours ago
We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team.As an Associate, Client Relations, you will be responsible for delivering high-quality s...Show moreLast updated: 8 hours ago
This job posting is for a current vacancy.Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client ...Show moreLast updated: 30+ days ago
Founded in 1979, Middlefield is an independent asset manager based in Toronto, Canada.Through a variety of investment products, we focus on delivering portfolios that are actively managed, high con...Show moreLast updated: 12 days ago
We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal.This is a hybrid role that has a requirement of working at least three days a w...Show moreLast updated: 30+ days ago
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: 5 days ago
At #paid, we're on a mission to empower creators to do what they love-create.Our marketplace connects vetted creators with some of the world's most iconic brands, like McDonald's, Samsung, and Disn...Show moreLast updated: 8 hours ago
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Show moreLast updated: 30+ days ago
Client Engagement - • • Focus on each client's experience and connect on a personal level to make every interaction meaningful.
Anticipate client needs and communicate promptly with your team to build...Show moreLast updated: 30+ days ago
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.We are an established wealth management firm with 20+ years experience in independent portfolio management with assets under mana...Show moreLast updated: 30+ days ago
Everyday, somewhere in the world, important decisions are made.Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic...Show moreLast updated: 30+ days ago
As a Client Reporting Associate you will support the preparation, production, and delivery of client reports, including trade confirmations, client statements, CRM2 reports, and supplementary tax p...Show moreLast updated: 30+ days ago
At #paid, we’re on a mission to empower creators to do what they love—create.Our marketplace connects vetted creators with some of the world’s most iconic brands, like McDonald’s, Samsung, and Disn...Show moreLast updated: 1 day ago
Private Client Associate – Royal Bank of Canada.As part of a dynamic team, you will assist the Investment Counsellor and other members in providing daily portfolio maintenance, administration, and ...Show moreLast updated: 20 days ago
The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service.Their responsibilities i...Show moreLast updated: 7 days ago
Turn your energy and attention to detail into a career that makes a difference! Join Our Growing Team at one of the following locations : 1 position opening in Madison, Brookfield (Headquarters), an...Show moreLast updated: 30+ days ago
A leading financial institution in Toronto is looking for a PIA Centralized Client Service Associate.This role provides specialized administrative support to Investment Advisors and ensures a high ...Show moreLast updated: 4 days ago
At #paid, our mission is to empower creators to do what they love—create.We connect vetted creators with iconic brands such as McDonald’s, Samsung, and Disney, fostering authentic collaborations th...Show moreLast updated: 8 hours ago
- New!
Associate, Client Relations
RPIAToronto, ON, CAFull-time +1
Client Service Associate
BMOToronto, Ontario, CanadaPart-time
Senior Client Associate
MIDDLEFIELDToronto, ON, CAFull-time
Client Servicing Associate
Marsh McLennanToronto, Ontario, CanadaFull-time
Client Service Associate
Manulife FinancialToronto, ON, CAFull-time
- New!
Associate Client Partner
Remote JobsToronto, ON, CAFull-time
Associate, Client Reporting
CI Financial Corp.Toronto, ON, CanadaFull-time
Client Associate, Wood Gundy
Canadian Imperial Bank of CommerceToronto, ON, CAFull-time
Client Service Associate
The Successful InvestorToronto, ON, CanadaFull-time
Client Services Associate
proSapientToronto, ON, CAPermanent
Associate, Client Reporting
CI FinancialToronto, ON, CAFull-time
Associate Client Partner
#paidToronto, ON, CAFull-time
Private Client Associate
RBCToronto, ON, CAFull-time
Associate, Client Experience
Cavell Risk, Inc.Toronto, ON, CAFull-time
Client Service Associate
Annex Wealth ManagementToronto, ON, CAFull-time
Wealth Client Services Associate
TDToronto, ON, CAFull-time
Client Service Associate
ManulifeToronto, ON, CA 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: 30+ days ago
- New!
Associate Client Partner
Promote ProjectToronto, ON, CAFull-time
- Halifax, NS (from $ 72,640 to $ 175,833 year)
- Longueuil, QC (from $ 161,323 to $ 171,236 year)
- Ottawa, ON (from $ 50,215 to $ 148,500 year)
- Toronto, ON (from $ 49,843 to $ 137,822 year)
- Old toronto, ON (from $ 50,000 to $ 136,258 year)
- Calgary, AB (from $ 51,000 to $ 126,411 year)
- North York, ON (from $ 43,000 to $ 121,010 year)
- Laval, QC (from $ 49,211 to $ 120,095 year)
- Markham, ON (from $ 58,750 to $ 119,294 year)
- Montreal, QC (from $ 39,000 to $ 116,462 year)
Associate, Client Relations
RPIAToronto, ON, CA8 hours ago
Job type
- Full-time
- Permanent
Job descriptionDegree in Business, Finance, or a related field. Minimum of three (3) years of experience in client support in the financial services, investment, or related industry, ideally with knowledge of advisor practice management. Experience working with a CRM system Completion or progress toward industry-related courses such as CSC, CIM, CAIA, or CFA is preferred. Proficiency in French is considered an asset. Position Type : Full-Time Permanent Work Location : Toronto To learn more about life at RPIA, visit https : / / rpia.ca / Read our firm’s magazine, Voices of RPIA : https : / / online.flippingbook.com / view / 581240358 / This is to fill an open vacancy Artificial Intelligence may be used as part of this recruitment initiative Compensation Range : $60,000 – $70,000 base salary, additional compensation may be available Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. inConfidence (provided by Medavie Blue Cross via Inkblot) Employee and Family Assistance Program to support mental well-being and extends to all family members in your household. Opportunities for professional and personal growth through : Internally curated Leadership Skills training program
Overview
We are currently seeking a full-time permanent Associate, Client Relations to join our Client Relations team.
As an Associate, Client Relations, you will be responsible for delivering high-quality service and support to Investment Advisors, ensuring accuracy, efficiency, and a seamless experience. By managing inquiries, facilitating transactions, and maintaining data integrity, you will help strengthen RPIA’s client relationships and uphold service excellence. Reporting directly to the Head of Client Relations, your role will be essential in ensuring smooth day-to-day operations, enhancing advisor interactions, and contributing to a well-managed and responsive support function.
Responsibilities
- Product Knowledge : Maintains a comprehensive understanding of all RPIA product offerings to provide accurate and timely responses to client inquiries.
- Advisor Support : Respond to Investment Advisor queries promptly and professionally, ensuring clarity, consistency, and thoughtful communication.
- Transaction Management : Assists with subscription and redemption requests, including handling exceptions and processing trade corrections.
- Client Onboarding : Guides clients through the onboarding process, ensuring all documentation is complete and proactively following up on any missing information to maintain compliance.
- Cross-Functional Coordination : Collaborates with fund administrators and internal teams to resolve advisor queries and exception requests.
- Process Maintenance : Maintain, update, and enhance operational procedures to support accuracy, consistency, and continuous improvement.
- CRM Data Management & Reporting : Ensure the accuracy and integrity of CRM data by maintaining client profiles, updating records, and supporting reporting needs across advisor teams.
- Additional Support : Contribute to other department initiatives, projects, and responsibilities as required.
- Service Excellence : Delivers high-quality, accurate, and timely support to Investment Advisors, ensuring a seamless and professional client experience.
- Technical Proficiency : Demonstrates a strong understanding of investment products, transactions, and CRM systems to manage data efficiently and support advisors effectively.
- Problem-Solving & Initiative : Anticipates potential challenges, resolves issues proactively, and seeks continuous improvements in processes and service delivery.
- Attention to Detail : Maintains accuracy in transaction processing, onboarding documentation, and CRM management to ensure compliance and operational efficiency.
- Adaptability : Navigates shifting priorities and changing client needs with agility while maintaining service excellence.
- Communication : Communicates clearly and eloquently both verbally and in writing and displays exceptional interpersonal skills when working with clients as well as team members.
- Accountability : Embraces challenges and responsibility and takes pride in the support and work provided.
- Teamwork : A reliable collaborator who values the benefits of a team-first attitude and is willing to pitch in however and wherever possible.
Qualifications
Additional Information
RPIA is proud to be Great Place to Work Certified
RPIA is an Equal Opportunity Employer
We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at hr@rpia.ca if you require accommodation during the recruitment process.
Our culture is defined by our six core values : client-first, innovation, excellence, partnership, integrity, and giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 120 employees and approximately $21 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.
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