Client service associate Jobs in Winnipeg, MB
Create a job alert for this search
Client service associate • winnipeg mb
Last updated: 22 hours ago
VPIC is looking to hire a driven handson contributor for the role of Client Service Associate (CSA).Our ideal candidate is someone with a cando attitude who thrives in a fastpaced entrepreneurial e...Show moreLast updated: 1 day ago
Paladin Security : Making the World a Safer and Friendlier Place because we.The Paladin Difference starts with our people.
we're the best because we hire the best.We believe in promoting from within...Show moreLast updated: 30+ days ago
Heures de travail : 40 hours per week.No degree, certificate or diploma.Maintain work records and logs.Answer telephone and relay telephone calls and messages.
Assist clients / guests with special need...Show moreLast updated: 24 days ago
À quoi ressemble le travail d’un associé, Service à la clientèle, aux Assurances Federated?.Nous sommes à la recherche d’un associé, Service à la clientèle (ASC), doté d’un talent exceptionnel pour...Show moreLast updated: 22 days ago
Were building a relationship-oriented bank for the modern world.We need talented passionate professionals who are dedicated to doing whats right for our clients.
At CIBC we embrace your strengths an...Show moreLast updated: 10 days ago
Overview of Paladin Security : Making the world a safer and friendlier place because we.Are you passionate about helping people and possess superior customer service skills? Can you think quickly an...Show moreLast updated: 1 day 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
Who we are : 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...Show moreLast updated: 22 hours ago
Drake International is seeking.If you have a passion for delivering exceptional service and enjoy working in a fast-paced environment, we’d love to hear from you!.
Opportunities for career gro...Show moreLast updated: 30+ days ago
Customer Service Sales Associate.Hertz rental, maximizing revenue opportunities by actively offering products and services and overcoming customer objections.
Ensures that the customer receives worl...Show moreLast updated: 6 days ago)
Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of sites, services and organizations.
We’re united by a shared comm...Show moreLast updated: 1 day ago
To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a dif...Show moreLast updated: 30+ days ago
Federated Co-operatives Limited (FCL) is hiring a Customer Service Associate on a temporary basis.This position is a hybrid opportunity primarily working from home however can also be based at one ...Show moreLast updated: 28 days ago
The Bilingual Client Service Representatives primary objective is to act as a plan administrator on behalf of our outsourced clients.
They are responsible for managing the 1-800 call and email inqui...Show moreLast updated: 30+ days ago
To do it we believe in supporting each other because great work happens when people come together and that means building a team where anyone can spark an idea and where everyone can make a differe...Show moreLast updated: 22 days ago
Waterloo, ON, Cambridge, ON, and Winnipeg, MB.This is an exciting time to join People Corporation.Our high level of acquisition activity and our consistent organic growth continue to define and fur...Show moreLast updated: 30+ days ago
Description Position at Value Village.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 c...Show moreLast updated: 30+ 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: 30+ 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 g...Show moreLast updated: 19 days ago
Service Associate - Front Desk.Service Associate - Front Desk.Grow your career in the Winnipeg Health Region! Our team provides a spectrum of health care services through an integrated network of s...Show moreLast updated: 1 day ago
- Promoted
Client Service Associate
Value Partners InvestmentsWinnipeg, MB, CanadaFull-time
Client Service Manager
Paladin SecurityWinnipeg, Manitoba, CanadaFull-time
client service representative - airline
Fast Air Jet CentreWinnipeg, MB, CAPermanent
- Promoted
Client Service Associate
Northbridge Financial CorporationWinnipeg, MB, CanadaFull-time
- Promoted
Client Service Representative
Canadian Imperial Bank of CommerceWinnipeg, MB, CanadaFull-time
- Promoted
Client Service Manager
Paladin Security Group LtdWinnipeg, MB, CanadaFull-time
Client Service Assistant
BMOWinnipeg, Manitoba, CanadaPart-time
- Promoted
- New!
Client Services Associate, Advisor Support
harbourfront wealth managementWinnipeg, Manitoba, CanadaFull-time
- Promoted
Customer Service Associate
Drake International IncWinnipeg, MB, CanadaFull-time +2
- Promoted
Customer Service Associate
Hertz Car SalesWinnipeg, MB, CanadaFull-time
- Promoted
Service Associate - Front Desk
Winnipeg Regional Health Authority (WRHA)Winnipeg, MB, CanadaFull-time
- Promoted
Client Service Specialist
Hub InternationalWinnipeg, MB, CanadaFull-time +1
Customer Service Associate
Valleyview Co-opWinnipeg, Manitoba, CanadaFull-time +2
Bilingual Client Service Representative
Canada LifeWinnipeg, MB, CAFull-time
Client Service Specialist
PrairiesWinnipeg, Manitoba, CanadaFull-time +1
Client Service Specialist
People CorporationWaterloo, Cambridge, Winnipeg,Full-time
- Promoted
Customer Service Associate
SaversWinnipeg, MB, CanadaFull-time +1
- Promoted
Client Services Associate, Advisor Support
Harbourfront Wealth ManagementWinnipeg, MB, CanadaFull-time
- Promoted
Customer Service Associate
Savers | Value VillageWinnipeg, MB, CanadaFull-time +1
- Promoted
Service Associate - Front Desk
Shared Health-Soins CommunsWinnipeg, MB, 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)
Client Service Associate
Value Partners InvestmentsWinnipeg, MB, Canada1 day ago
Job type
- Full-time
Job descriptionAct as a resource to support Investment Counsellors and referring advisors by assisting with the completion of documents and managing account inquiries regarding transactions payments transfers etc. Resolve issues / challenges related to client accounts liaising with clients custodians internal and external stakeholders Communicate with internal and external stakeholders in a sensitive and caring manner Provide status updates to VPIC Team members and leaders Assist with the development and maintenance of process and procedural documentation Provide recommendations for and updates regarding continuous improvement of the client service delivery model to the Manager of Client Service and other VPIC leaders as required Other duties as assigned Undergraduate degree in Commerce Business Administration or related discipline Proven experience in a client services or customer service role Two years of related experience in an investment or financial services environment knowledge of the Canadian Securities industry is required Willingness to expand on professional qualifications by completing the CSC or similar program A combination of education and experience will be considered Knowledge of investment principles best practices and emerging trends Technical fluency with the ability to learn and adapt to new technology effectively Working knowledge of Salesforce PM software and advisor operating systems is an asset Advanced proficiency in Microsoft Office : Outlook Excel PowerPoint Word Teams Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals Ability to communicate clearly and concisely verbally and in writing to ensure effective interaction with key stakeholders (internal and external) to manage inform and influence successful outcomes Advanced organizational skills adept at managing multiple tasks with competing deadlines Proven analytical problem solving and decisionmaking skills Detail oriented with a general penchant for excellence Ability to be flexible in ones approach to established plans based on emerging needs Entrepreneurial spirit with a creative outlook and resourceful nature
VPIC is looking to hire a driven handson contributor for the role of Client Service Associate (CSA). Our ideal candidate is someone with a cando attitude who thrives in a fastpaced entrepreneurial environment enjoys interacting with clients and advisors and is looking to grow their career in financial services. The role reports directly to and will be mentored by the Manager of Client Service and is located in our Winnipeg office.
The Client Service Associate is a critical member of the VPIC team who supports day to day servicing requests and executing on the VPIC Client Service Delivery model in a timely and detailed manner. The CSA provides a high level of support for Investment Counsellors Relationship Managers and external referral partners by enabling a seamless high quality White Glove experience for the advisors clients and families VPIC serves. The Client Service Associate also assists with the development and maintenance of process and procedural documentation and provides recommendations to support continuous improvement of the client service function to VPIC leaders.
Responsibilities
Client and Advisor Service
- Triage client service requests and account inquires ensuring distribution to the appropriate recipients
Ensure daytoday requests such as client inflows / outflows deposits / withdrawals client changes (name address status etc.) and standard client reporting are handled on a priority basis in a professional and detailed manner
Assist clients with accessing and navigating the client portal troubleshooting issues responding to inquiries and collaborating with the Operations or IT team to resolve complex problems
Business Process Management & Continuous Improvement
Qualifications :
Education & Experience
Technical Knowledge
Skills & Abilities
Additional Information :
Health and wellness spending account
4% matching RRSP allocation
Great workplace culture!
Remote Work : Employment Type :
Key Skills
Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette
Experience : years
Vacancy : 1
Create a job alert for this search
J-18808-Ljbffr