Client Associate - Calgary

We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. · Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries. · ...

+ Provides daily operational service support + Ensures delivery of exceptional client experiences + Resolves client problems in prompt and effective manner + Analyzes client feedback to provide actionable insights 3 – 5 years relevant experience in Client Relationship preferred. ...

We are seeking an Associate, Client Services to join our Calgary team. The successful candidate will assist the Director, Client Services with managing all aspects of client service requirements and handle incoming inquiries from clients and their shareholders. · Communicate and ...

Provides daily operational service support and ensures the delivery of exceptional client experiences. · Handles transactional requests escalations and investigation of all types of service needs for clients. · ...

This role is all about making things easier for our clients and their employees. The goal is simple: · This is a relationship-focused role where accuracy follow-through and care really matter. ...

We are seeking a Client Service Associate to join our high-performing advisory team in Calgary. Our client is a growing boutique wealth management firm that delivers personalized wealth management solutions. · ...

We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. · Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries. · Directly engage with operations and back ...

We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This role will be located at our Calgary office location. · This is a client-facing role that requires a heightened level of experience working within the fi ...

RBC PH&N Investment Counsel is one of Canada's leading boutique investment counselling firms. · As part of a top team, you will assist the Investment Counsellor in providing daily portfolio maintenance and administration. · ...

The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, providing exceptional client service to achieve business objectives. · Books meetings with new prospects. · C coordinated marketing activities on behalf of the advisory team. · Sche ...

Provides daily operational service support and ensures the delivery of exceptional client experiences. · Resolves client problems in a prompt and effective manner,Ensures that tickets are resolved per client's expectations · May be able to apply interest adjustments based on limi ...

The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff with day-to-day administration and provides exceptional client service to support achievement of business objectives. · Books meetings with new prospects and prepares introductory pa ...

'As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. We thrive on the chall ...

This role provides daily operational service support and ensures the delivery of exceptional client experiences. · ...

Provides daily operational service support and ensures the delivery of exceptional client experiences. · ...

We thrive on the challenge to be our best · progressive thinking to keep growing, · and working together to deliver trusted advice · to help our clients thrive and communities prosper.RBC PH&N Investment Counsel is one of Canada's leading boutique investment counselling firms wit ...

This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. · Prepare documentation and provi ...

We are seeking an Associate to join our Corporate Client Group team. The successful candidate will assist with the management of a portfolio of corporate clients and work closely with other partners within the bank to deliver credit and banking services. · ...

The Client Service Associate (CSA) provides dedicated sales and service support to TD Wealth Financial Planners by assisting with progress review, client contact and business building. · Respond to client and FP inquiries providing options and solutions · Conduct transactions acr ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will prepare documentation, create reports, and communicate with clients. · Prepare documentation and provide updates to IAs in preparation for ...