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Client service representative Jobs in East York, ON

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Client service representative • east york on

Last updated: 2 days ago
Client Service Representative, Broking Operations Toronto, ON

Client Service Representative, Broking Operations Toronto, ON

Purves Redmond LimitedToronto, ON, CA
Full-time
Client Service Representative, Broking Operations.Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vanco...Show moreLast updated: 30+ days ago
  • Promoted
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: 3 days ago
Client Service Associate

Client Service Associate

BMO Financial GroupToronto, ON, CA
Part-time
Application Deadline : 12 / 30 / 2025.Job Family Group : Wealth Sales & Service.Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration ...Show moreLast updated: 2 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: 9 days ago
Client Service Representative

Client Service Representative

CIBCToronto, ON, CA
Full-time
Client Service Representative role at CIBC.We’re building a relationship-oriented bank for the modern world and are looking for talented professionals who are dedicated to doing what’s right for ou...Show moreLast updated: 9 days ago
Client Service Representative Gerrard Square

Client Service Representative Gerrard Square

Canadian Imperial Bank of CommerceToronto, Ontario, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 29 days ago
  • Promoted
Client Service Specialist

Client Service Specialist

Société Financière ManuvieToronto, Canada
Full-time
The Premier Case Co-Ordinator team, within Relationship Management, is seeking dynamic candidates, capable of working within a team of Specialists in Customer Service for individual Manulife Invest...Show moreLast updated: 5 days ago
Client Service Assistant

Client Service Assistant

Bank of MontrealToronto, Ontario, Canada
Full-time +1
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
  • Promoted
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 and investment publishing firm with 25+ years experience in subscription marketing and ind...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Ginsler WealthToronto, ON, CA
Full-time
THIS IS AN "IN-OFFICE" (NOT "WORK FROM HOME") POSITION.EMPLOYEES ARE EXPECTED TO BE IN THE OFFICE AT LEAST 4 DAYS PER WEEK. MOST EMPLOYEES ARE IN THE OFFICE 5 DAYS PER WEEK.Ginsler Wealth Management...Show moreLast updated: 5 days ago
Client Service Assistant

Client Service Assistant

BMOToronto, Ontario, Canada
Part-time
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
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: 29 days ago
Customer Service Representative

Customer Service Representative

Robert HalfThornhill, ON, CA
Permanent +1
Quick Apply
We are looking for a dedicated Customer Service Representative to join our team in Thornhill, Ontario.This is a Contract to permanent position, offering an excellent opportunity for growth and deve...Show moreLast updated: 3 days ago
Client Service Representative - $21.50 / h - Remote

Client Service Representative - $21.50 / h - Remote

JunkLuggers CanadaToronto, Ontario
Remote
Full-time
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
  • Promoted
Coordonateur - Service client

Coordonateur - Service client

MP Solutions Inc.Toronto, Canada
Full-time +1
Des centaines de concepts réalisés.Chez MP Solutions, nous créons des solutions d'envergure d'air frais et de confort thermique. De l'émergence de votre idée jusqu'à sa concrétisation.Notre entrepri...Show moreLast updated: 13 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
Bilingual Client Service Representative

Bilingual Client Service Representative

CI FinancialToronto, ON, CA
Temporary
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 Services Representative

Client Services Representative

Educators Financial GroupToronto, ON, CA
Full-time
Get AI-powered advice on this job and more exclusive features.Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and ...Show moreLast updated: 5 days ago
Bilingual Client Care Representative

Bilingual Client Care Representative

TEKsystemsToronto, ON, CA
Full-time
Bilingual Client Care Representative.Ce poste constitue le premier point de contact pour les personnes qui accèdent aux Programmes d’aide aux employés (PAE) par l’intermédiaire de leur employeur.Vo...Show moreLast updated: 22 days ago
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Client Service Representative, Broking Operations Toronto, ON

Client Service Representative, Broking Operations Toronto, ON

Purves Redmond LimitedToronto, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Client Service Representative, Broking Operations

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.

Role

The Client Service Representative supports clients and internal teams by managing documentation, responding to inquiries, and maintaining accurate records. This role works closely with multiple business units to ensure efficient operations and a high standard of client service.

Key Accountabilities

  • Issue client documentation accurately and on time, including certificates of insurance, Auto ID cards, policy documents, and applications
  • Respond promptly and professionally to client inquiries, delivering consistent, high-quality service
  • Upload and maintain client records (policies, correspondence, emails, etc.) in the insurance management system (EPIC) and shared drives
  • Support data entry and policy updates to ensure accuracy and compliance with company standards and industry regulations
  • Foster positive client relationships through proactive communication and follow-ups
  • Provide administrative and documentation support across business units as needed

Requirements

  • Previous experience in an administrative role or insurance brokerage
  • Knowledge of Applied EPIC and CSR24 are considered an advantage
  • Insurance licensed
  • Proficiency with Microsoft Office tools
  • Strong attention to detail, organizational skills and ability to manage competing priorities and deadlines
  • Effective written and verbal communication skills, in both languages
  • Collaborative team player with a proactive approach to learning and improvement
  • Commitment to delivering excellent client service
  • Apply Today

    At Purves Redmond Limited, we value integrity, expertise, and a client-first mindset. As a truly independent, 100% employee-owned Canadian firm, we offer a collaborative environment where your contributions matter. If you are ready to grow your career with us, please submit your application using the form provided.

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