Client service associate Jobs in Halifax, NS
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Client service associate • halifax ns
Last updated: 2 days 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
Key Responsibilities for the Job : .Accurately process customer service requests via phone and email in a timely manner to ensure customer satisfaction.
Communicate clearly and professionally with str...Show moreLast updated: 23 days ago
Une entreprise d'assurance recherche un Conseiller, Vente & Service à la clientèle Bilingue à Dartmouth pour aider les clients à protéger leurs biens.
Les candidats doivent avoir au moins un an d'ex...Show moreLast updated: 4 days ago
Job Title : Customer Service Associate.As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goo...Show moreLast updated: 30+ days ago
John Hancock Retirement department you will be responsible for providing high quality phone and email-based customer service to our USA clients regarding their 401k Defined Contribution Plan.This p...Show moreLast updated: 13 days ago
Job Title : Customer Service Associate.As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goo...Show moreLast updated: 30+ days ago
Build with us today Now for tomorrow.At Baker Tilly we care about the impact you make.Thats why were invested in your growth from day onebecause the steps you take today define your tomorrow.Here ...Show moreLast updated: 30+ days ago
ADP is hiring a Client Service Manager.Are you looking to grow your careerin an agile, dynamic environment with plenty of opportunities to progress?.
Well, this may be the role for you.ADP's excepti...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
Un service postal canadien recherche un(e) adjoint(e) pour travailler dans un bureau de poste à Eastern Passage.Ce poste sur appel nécessite un diplôme d'études secondaires et une expérience dans l...Show moreLast updated: 2 days ago
Job Title : Customer Service Associate.As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goo...Show moreLast updated: 30+ days ago
Reporting to the Associate Director of Client Operations you will : .Provide a full range of fund accounting services to hedge fund clients including NAV preparation reviewing corporate actions verif...Show moreLast updated: 30+ days ago
We offer more than a job, we offer a career!.We support our employees to shape their career by encouraging continuing education and investing in training and development.
We put our employees at the...Show moreLast updated: 30+ days 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
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 ...Show moreLast updated: 30+ days ago
Supports one or more Investment Advisors (IAs) and IA Team and staff and branch operations with day-to-day administration and provides exceptional client service to support achievement of business ...Show moreLast updated: 30+ days ago
GG Media and our valued clients.This role requires a proactive professional with outstanding interpersonal skills and a passion for providing exceptional service.
You will work closely with internal...Show moreLast updated: 30+ days ago
Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships.
Ensures client problem resolution is prompt and effective,...Show moreLast updated: 10 days ago
If you take pride in being compassionate honest professional and safe consider an exciting and rewarding career at Shannex.
Our communities offer more than a place to work they welcome and celebrat...Show moreLast updated: 28 days ago
- Promoted
Associate, Private Client Management
CI FinancialBedford, NS, CAFull-time
Customer Service Associate
Accounting Staffing And Administrative StaffingHalifax, Nova Scotia, CanadaFull-time
- Promoted
Conseiller Ventes & Service Client Bilingue – Hybride
IntactDartmouth, NS, CAFull-time
Customer Service Associate
SaversHalifax, NSFull-time +1
Client Service Manager
ManulifeHalifax, Nova Scotia, CanadaFull-time
- Promoted
Customer Service Associate
Savers / Value VillageDartmouth, NS, CanadaFull-time +1
Client Service Coordinator
Baker Tilly Nova ScotiaDartmouth, Nova Scotia, CanadaFull-time +1
Client Service Manager
ADPEileen Stubbs Ave, Dartmouth, NS, CA B3B 2CFull-time +1
Client Service Representative - $21.50 / h - Remote
JunkLuggers CanadaDartmouth, Nova ScotiaRemote
Full-time
- Promoted
Assistant(e) de Bureau de Poste — Service Client
Canada PostEastern Passage, NS, CAFull-time
Customer Service Associate
Savers / Value VillageHalifax, NS, CAFull-time +1
Associate, Nexus, Client Delivery
MUFG Investor ServicesHalifax, Nova Scotia, CanadaFull-time
Client Service Assistant - Commercial Insurance
BFL CanadaHalifax, NS, CAFull-time
- Promoted
Associate, Private Client Management
CI Financial Corp.Bedford, NS, CanadaFull-time
Service client bilingue - Travail à domicile - Horaire flexible
Teladoc HealthHalifax, Nova ScotiaRemote
Full-time
Client Service Assistant Nesbitt Burns
Bank of MontrealHalifax, Nova Scotia, CanadaFull-time +1
Client Service Associate
Alphabe Insight IncHalifax, Nova Scotia, CanadaFull-time
TPS Client Service Advisor
BMOHalifax, Nova Scotia, CanadaPart-time
Licensed Practical Nurse (LPN) Client Service Coordinator
ShannexHalifax, Nova Scotia, CanadaFull-time +1
- Richmond Hill, ON (from $ 74,711 to $ 250,000 year)
- Windsor, ON (from $ 60,500 to $ 190,947 year)
- Toronto, ON (from $ 49,763 to $ 131,615 year)
- Old toronto, ON (from $ 50,000 to $ 130,495 year)
- Halifax, NS (from $ 51,692 to $ 122,569 year)
- Edmonton, AB (from $ 51,722 to $ 121,603 year)
- Calgary, AB (from $ 72,810 to $ 121,027 year)
- Ottawa, ON (from $ 63,490 to $ 120,549 year)
- Markham, ON (from $ 63,095 to $ 119,294 year)
- Winnipeg, MB (from $ 73,197 to $ 119,069 year)
Associate, Private Client Management
CI FinancialBedford, NS, CA30+ days ago
Job type
- Full-time
Job descriptionUniversity degree in business or related discipline Completion or enrollment in either the Certified Investment Manager (CIM) or Chartered Financial Analyst program (CFA) as this individual is expected to be licensed as an associate portfolio manager / associate advising rep with discretionary investment management authority within 2 years. Ability to interact effectively with various types of people (advisors, assistants, HNW clients) Ability to understand and interpret investment solutions, the markets, the economy, and financial planning concepts, and communicate them confidently to audiences with varying degrees of financial knowledge. This includes applying critical thinking and analytical skills to support the Investment Counsellor directly in portfolio construction, investment recommendations, and client relationship management. Must be able to travel – there is the possibility of up to 20% travel, generally within Atlantic Canada 3-5 years of relevant work experience in the financial services industry. Opportunity to advance into an Investment Counsellor role upon obtaining required licenses and registrations. Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top‑up program Paid time off for Volunteering
Description
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 grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.
What You Will Do
- The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship management (CRM) information.
- The position may also include research on specific equity positions or sectors, portfolio construction analysis and suggestions and scenario analysis related to portfolio changes, including tax implications, diversification, volatility and total return and attending client or advisor meetings.
- There may be some administrative support work, including the onboarding of new clients, during busier periods.
- This position is geared for an individual aspiring to move into an Investment Counsellor role within 24 months due to the strong growth of the Private Client Group within the region.
- The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Associate’s role is primarily to support the Investment Counsellor, they will collaborate closely with the Atlantic Wealth Planning team and may also assist the referring advisors with prospecting and sales. The role also requires an ability to provide a superior service level to High‑Net‑Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.
What You Will Bring
What We Offer
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416‑364‑1145 ext. 4747.
Location : Bedford, Nova Scotia, Canada
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