Client service associate Jobs in Toronto, ON
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Client service associate • toronto on
Last updated: 13 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: 4 days ago
Adecco is currently recruiting on behalf of Credit Canada, who is hiring a full-time passionate and detail-oriented Client Services Administrator to provide exceptional support to our clients and i...Show moreLast updated: 19 days ago
We are actively seeking high-quality, self-motivated.Client Service Representatives.Our work environment values professionalism, diversity, inclusion, and the opportunity for career success.At Ever...Show moreLast updated: 13 hours ago
Outreach Management is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills.
This is an entry-level opening NOT in a call center environment.As a ...Show moreLast updated: 20 days ago
If you are interested in working in a modern hospital with great doctors, experienced staff members and state of the art equipment, then look no further.
VCA California Veterinary Specialists here i...Show moreLast updated: 29 days ago
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show moreLast updated: 12 days ago
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing CIRO registered securities dealer with over 10 billion in assets.The ...Show moreLast updated: 1 day ago)
As a Health & Benefits Client Service Associate Director, you lead a book of clients and provide day-to-day leadership support to large, complex clients.
Your extensive experience in managing relati...Show moreLast updated: 30+ days ago
We are seeking a Client Service Associate to provide administrative support to our Groups Benefits Team.You’ll help our clients - employers of all sizes, across all industries- to build workplaces ...Show moreLast updated: 30+ days ago
About the jobWe are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up.
Their primary responsibility is to ensure that eve...Show moreLast updated: 1 day ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Client Service Associate, you will be responsible for providing administrative and operati...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: 11 days ago
Director, Client Services & Digital Strategy.Director, Client Services & Digital Strategy to join our team as soon as availability allows.
Canadian advertising industry, setting a new standa...Show moreLast updated: 7 days ago
Compensation based on experience.Looking to be a part of a dynamic team?.With over two hundred personnel working in Canada, USA and Mexico, CrossSafety is one of North America’s largest speci...Show moreLast updated: 15 days ago
Consider joining us as a Client Service Coordinator if : .You have worked in a call center, customer service, or office environment, responding to competing demands and prioritizing tasks.You have hi...Show moreLast updated: 30+ days ago
- Promoted
Associate, Client Relations
RPIAToronto, CanadaFull-time +1
Client Service Administrator
Adecco CanadaNorth York, Ontario, CanadaFull-time +2
Quick Apply
- Promoted
- New!
Client Service Representative
Everburn management incBlack Creek Village, Ontario (ON), CanadaFull-time
Client Services Associate
Outreach ManagementToronto, ON, CAFull-time
Quick Apply
Client Service Representative
VCAOntario, CAFull-time
- Promoted
Client Service Manager
VisaToronto, ON, CanadaFull-time
- Promoted
Private Client Associate
Harbourfront Wealth ManagementToronto, ON, CanadaFull-time
Health & Benefits Client Service Associate Director
WTW (Willis Towers Watson)Toronto, ONFull-time
Client Service Associate
GallagherToronto, CanadaFull-time
- Promoted
Client Experience Associate
BeautifiToronto, ON, CanadaFull-time
Client Service Associate
MD Financial ManagementToronto, ONFull-time
Client Service Associate, Private Wealth
BMOToronto, Ontario, CanadaPart-time
- Promoted
Director, Client Service
Other.Toronto, ON, CanadaPermanent
- Promoted
Client Relationship Associate
CrossSafety Holdings Inc.Toronto, ON, CanadaFull-time
Client Service Coordinator
MotionNorth York, ON, CAFull-time
Associate, Client Relations
RPIAToronto, Canada4 days ago
Job type
- Full-time
- Permanent
Job descriptionService 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. Degree 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. Proven experience working with a CRM system, with experience in data management and reporting. 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 Read our firm's magazine, Voices of RPIA : Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 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 : Cross-functional Mentorship Program, Internally-curated Leadership Skills training program, Community outreach opportunities and monthly team socials.
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.
The duties and responsibilities of the Associate, Client Relations include but are not limited to :
- Product Knowledge : Maintains a comprehensive understanding of all RPIA product offerings to provide accurate and timely responses to client inquiries.
- Advisor Support : Responds efficiently to Investment Advisor queries, ensuring clarity and consistency in 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.
- CRM Data Management & Reporting :
- Ensures CRM data accuracy by managing client profiles, updating records, and ensuring data integrity across advisor teams.
- Generates reports and territory analyses to support advisor engagement, prospecting, and business development efforts.
- Additional Support : Performs other duties as required.
Critical Competencies
Requirements
Additional Information
RPIA is proud to be Great Place to Work Certified . What sets us apart?
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 if you require accommodation during the recruitment process.
Our culture is defined by our five core values : excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 100 employees and approximately $16 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.