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Client associate Jobs in Toronto, ON

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Client associate • toronto on

Last updated: 19 hours ago
Client Delivery Associate

Client Delivery Associate

BMOToronto, Ontario, Canada
Part-time
On-site role at First Canadian Place (Toronto) within a team specializing in understanding AML risk within the Commercial Bank portfolio. Provides daily operational service support and ensures the d...Show moreLast updated: 12 days ago
Client Service Associate

Client Service Associate

CI Financial Corp.Toronto, ON, Canada
Full-time
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: 17 days ago
Senior Client Associate

Senior Client Associate

MIDDLEFIELDToronto, ON, CA
Full-time
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: 11 days ago
Client Service Associate

Client Service Associate

Manulife FinancialToronto, ON, 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: 4 days ago
Client Servicing Associate

Client Servicing Associate

Marsh McLennanToronto, Ontario, Canada
Full-time
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
  • Promoted
Associate, Client Relations

Associate, Client Relations

RPIAToronto, ON, Canada
Full-time +1
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 managi...Show moreLast updated: 25 days ago
Client Services Associate

Client Services Associate

Altis RecruitmentToronto, ON, CA
Full-time
Downtown Toronto, ON, Hybrid (initial 3 months primarily on-site for training, then 3 days per week in office).English, fluent in written and spoken communication. Criminal, credit, and education ch...Show moreLast updated: 3 days ago
Client Services Associate

Client Services Associate

proSapientToronto, ON, Canada
Permanent
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
Client Service Senior Associate

Client Service Senior Associate

JPMorgan Chase & Co.Toronto, ON, CA
Full-time
Join JPMorgan Chase Global Banking as a Client Service Account Manager in the Client Onboarding and Service team.In this role, you will support a portfolio of large corporate clients, helping them ...Show moreLast updated: 2 days ago
Client Associate, Wood Gundy

Client Associate, Wood Gundy

Canadian Imperial Bank of CommerceToronto, ON, CA
Full-time
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

Client Service Associate

The Successful InvestorToronto, ON, Canada
Full-time
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
Associate, Client Reporting

Associate, Client Reporting

CI FinancialToronto, ON, CA
Full-time
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
  • New!
Associate Client Partner

Associate Client Partner

#paidToronto, ON, CA
Full-time
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: 19 hours ago
Associate, Client Experience

Associate, Client Experience

Cavell Risk, Inc.Toronto, ON, CA
Full-time
Aid the Manager, Client Experience in day-to-day administrative tasks, such as preparing and sending submissions and client presentations. .Foster strong professional relationships with clients, und...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Annex Wealth ManagementToronto, ON, CA
Full-time
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
Private Client Associate

Private Client Associate

RBCToronto, ON, CA
Full-time +1
What is the opportunity? As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and admini...Show moreLast updated: 3 days ago
Client Service Associate

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
PIA Client Service Associate

PIA Client Service Associate

TD BankToronto, ON, CA
Full-time
PIA Client Service Associate • •.In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.You may also correspon...Show moreLast updated: 4 days ago
People also ask
Client Delivery Associate

Client Delivery Associate

BMOToronto, Ontario, Canada
12 days ago
Job type
  • Part-time
Job description

Application Deadline :

02 / 05 / 2026

Address : 100 King Street West

Job Family Group :

Commercial Sales & Service

On-site role at First Canadian Place (Toronto) within a team specializing in understanding AML risk within the Commercial Bank portfolio.

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

  • Handles transactional requests, escalations and investigation of all types of service needs for clients.
  • Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
  • Publishes regular and ad-hoc reports and dashboard
  • Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
  • Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
  • Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
  • Responds to and facilitates the resolution of client service requests.
  • Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
  • Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
  • Completes complex & diverse tasks within given rules / limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
  • Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
  • Specialized knowledge.
  • Foundational level of proficiency :

  • Regulatory Compliance
  • Document Management
  • Problem-Solving
  • Collaboration
  • Intermediate level of proficiency :

  • Product Knowledge
  • Data Analysis Reporting
  • Microsoft Office
  • Detail-Oriented
  • Teamwork
  • Salary :

    $38,500.00 - $71,000.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at https : / / jobs.bmo.com / ca / en .

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.