Talent.com
Client Services Associate: Investment Support
Client Services Associate: Investment SupportBMO • Ottawa, ON, CA
Client Services Associate : Investment Support

Client Services Associate : Investment Support

BMO • Ottawa, ON, CA
9 days ago
Job type
  • Full-time
Job description

A financial institution in Ottawa is looking for a Client Service Assistant to support Investment Advisors and branch operations. Responsibilities include managing client inquiries, coordinating marketing activities, and resolving client complaints effectively. Candidates should have 3-5 years of experience related to client services and knowledge of investment processes. This role requires excellent communication and analytical skills. The position offers a competitive salary and a range of benefits including health insurance and performance-based incentives.

#J-18808-Ljbffr

Create a job alert for this search

Investment Associate • Ottawa, ON, CA

Similar jobs
(Senior) Associate, Funds – FinDev Canada

(Senior) Associate, Funds – FinDev Canada

Export Development Canada • Ottawa
Full-time +1
Are you ready to advance your career while impacting change in emerging markets?.We are looking for an Associate or Senior Associate!. Welcome to FinDev Canada, Canada’s development financial instit...Show more
Last updated: 9 days ago • Promoted
Finance Private Tutoring Jobs Chelsea

Finance Private Tutoring Jobs Chelsea

Superprof • Chelsea, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted
Client Engagement & Growth Associate

Client Engagement & Growth Associate

Canadian Imperial Bank of Commerce • Ottawa
Full-time
A leading financial institution in Ottawa seeks candidates driven to succeed and committed to enhancing client relationships. Responsibilities include business development and increasing community b...Show more
Last updated: 9 days ago • Promoted
Senior Client Support Pensions

Senior Client Support Pensions

Scotiabank • Ottawa
Full-time
Select how often (in days) to receive an alert : .Established by MD Financial Management Inc.Scotiabank, the Medicus Pension Plan is currently open to incorporated physicians in Alberta, British Colu...Show more
Last updated: 9 days ago • Promoted
Canadian Private Client Adviser

Canadian Private Client Adviser

Fisher Investments • Ottawa
Full-time
Calling all financial professionals looking for a role focused 100% on sales!.As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K...Show more
Last updated: 30+ days ago • Promoted
Associate

Associate

National Bank of Canada • Ottawa
Full-time
National Bank of Canada invites you to apply for the.The Associate supports wealth advisors by delivering exceptional customer service and ensuring seamless communication across clients, advisors, ...Show more
Last updated: 30+ days ago • Promoted
Entry-Level Banking & Client Relationship Specialist

Entry-Level Banking & Client Relationship Specialist

CIBC • Ottawa
Full-time
A leading Canadian bank in Ottawa is looking for a Universal Banker I to join its team.The role involves engaging with clients, advising on financial solutions, and leveraging technology to enhance...Show more
Last updated: 3 days ago • Promoted
Investment Associate

Investment Associate

BMO • Ottawa
Full-time +1
We are looking for a client‑focused Investment Associate who will manage and grow client relationships by providing professional investment desk advice and exceptional service.This role involves as...Show more
Last updated: 5 days ago • Promoted
Wealth Client Associate : Relationship & Growth

Wealth Client Associate : Relationship & Growth

CIBC • Ottawa
Full-time
A leading financial institution in Ottawa is seeking a Client Associate to build and manage client portfolios, engage high-net-worth clients, and offer investment advice. This full-time position emp...Show more
Last updated: 10 days ago • Promoted
Support Associate

Support Associate

TORY BURCH • Ottawa
Full-time
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.American luxury lifestyle brand, founded in 2004. Anchored in the casual elegance of American sportswea...Show more
Last updated: 9 days ago • Promoted
Wealth Management Client Services Associate

Wealth Management Client Services Associate

RBC Dominion Securities • Ottawa
Full-time
A leading financial services company in Ottawa is seeking an Associate to provide administrative support for an Advisory Team. The role includes client service, coordination of meetings, and maintai...Show more
Last updated: 10 days ago • Promoted
Bilingual Financial Services Client Support Representative

Bilingual Financial Services Client Support Representative

Scotiabank • Ottawa
Full-time
Bilingual Financial Services Client Support Representative.The Senior Client Support Representative contributes to the overall success of the Medicus Pension Plan, ensuring specific individual goal...Show more
Last updated: 9 days ago • Promoted
Licensed Investment Advisor Assistant | Client & Account Support

Licensed Investment Advisor Assistant | Client & Account Support

Collabera • Ottawa
Full-time
A leading Digital Solutions company seeks a Licensed Assistant II in Ottawa to support Corporate Advisors with administrative tasks and client service. The ideal candidate will have CSC and CPH cert...Show more
Last updated: 9 days ago • Promoted
Investment & Financing Advisor - Client Impact (Hybrid)

Investment & Financing Advisor - Client Impact (Hybrid)

Desjardins Group • Val-Des-Monts
Full-time
A leading financial services provider in Val-des-Monts is seeking dedicated professionals to provide tailored investment and financing solutions. You will manage client interactions and develop stra...Show more
Last updated: 30+ days ago • Promoted
Client Service Associate – Wealth Advisory Support

Client Service Associate – Wealth Advisory Support

Bank of Montreal • Ottawa
Full-time
A leading financial institution is seeking a Client Service Associate in Ottawa, Ontario.This role requires managing client relationships and supporting Investment Advisors with administrative task...Show more
Last updated: 2 days ago • Promoted
Client Service Associate

Client Service Associate

Bank of Montreal • Ottawa
Full-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 more
Last updated: 2 days ago • Promoted
Hybrid Wealth Management Associate : Client Support & Prep

Hybrid Wealth Management Associate : Client Support & Prep

National Bank of Canada • Ottawa
Full-time
A leading Canadian financial institution seeks an Associate for its Wealth Management team in Ottawa.The role involves supporting wealth advisors by providing exceptional customer service, managing...Show more
Last updated: 6 days ago • Promoted
Finance Private Tutoring Jobs Cantley

Finance Private Tutoring Jobs Cantley

Superprof • Cantley, Canada
Full-time +1
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Last updated: 30+ days ago • Promoted