Manager AdminAdvantage Client Services - Waterloo

We are seeking a reliable, organized and client-focused Client Services Coordinator / Administrative Assistant to join our team. · ...

The People People is seeking a Client Services Associate to support their growing financial advisory team in delivering exceptional client service. · Serve as a shared point of contact for clients. · Assist with account opening and ongoing account maintenance paperwork. · ...

The Client Service Representative will assist clients in accessing Campus Wellness services. · Action as first point of contact for clients. · Support safe and welcoming environment. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration to achieve business objectives. · ...

Wealth management advisory practice committed to delivering exceptional client experiences seeking Client Services Coordinator / Administrative Assistant. Supports advisory team by managing administrative operations serving as first point of contact for clients. · Greet clients u ...

We're building a relationship-oriented bank for the modern world. · We need talented professionals who are dedicated to doing what's right for our clients. · ...

A client-focused role committed to managing and growing client relationships through delivery of service and advice. Develops rapport with clients to deliver an exceptional experience. · ...

Supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration. · Schedules appointments for client meetings. · ...

Wealth management advisory practice seeking reliable Client Services Coordinator/ Administrative Assistant to ensure smooth office operation and excellent client service. Key responsibilities include greeting clients, answering phone calls and emails, scheduling meetings and acco ...

The People People is seeking a Client Services Associate to support their growing financial advisory team in delivering exceptional client service. · Serve as a shared point of contact for clients, responding to incoming phone calls and emails in a professional and timely manner. ...

We are seeking a reliable, organized, and client‑focused Client Services Coordinator / Administrative Assistant to join our team. · The ideal candidate has strong experience in financial services administration—preferably within an IIROC dealer environment—and brings a proactive, ...

The role supports one or more Investment Advisors (IAs) and IA Team and staff, providing day-to-day administration and exceptional client service to support business objectives. A client-focused role committed to managing and growing client relationships through the delivery of s ...

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 objectives. · ...

This job posting is for a current vacancy. · 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 objectives. · ...

We re building a relationship oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing what s right for our clients. · Client engagement Help clients manage their accounts and products. Focus on the client experience and make intera ...

We are looking for an energetic and experienced Commercial Client Service Broker to join our dynamic team serving New Hamburg, Elmira and Cambridge with a home office base in Kitchener. · Manage and maintain relationships with an assigned portfolio of commercial lines clients · P ...

We're building a relationship-oriented bank for the modern world. · We need talented professionals who are dedicated to doing what's right for our clients. · Help clients manage their accounts and products. · Listn to client issues and act like an owner by taking accountability. ...

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. · We're building a relationship-oriented bank for the modern world ...

Are you a passionate insurance broker who thrives on providing exceptional client service? · Josslin Insurance is looking for an energetic and experienced Commercial Client Service Broker to join our dynamic team serving New Hamburg, Elmira and Cambridge with a home office base i ...

Do you have a background in healthcare and want to be a part of a team that is on the leading edge of virtual and in-home orthopaedic devices? Work with a huge variety of clients across Canada of all ages and with a range of needs and conditions. · ...

You are as unique as your background, experience and point of view. Here youll be encouraged empowered and challenged to be your best self. · Every day youll have new and exciting opportunities to make life brighter for our clients who are at the heart of everything we do. ...