Client Service Associate - Toronto, ON, CAN

Only for registered members Toronto, ON, CAN, Canada

1 week ago

Default job background

Job summary

This role contributes to the overall success of the Investment Advisors portfolio.

Responsibilities

  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Toronto, ON, Canada

    Join JPMorgan Chase Global Banking as a Client Service Account Manager in the Client Onboarding and Service team. · ...

  • Only for registered members Toronto, ON, Canada

    As CST Lead Associate in H&B Canada's Small Business Unit you will have overall responsibility for managing a book of business specific to small business clients. · Manages a book of business and the client relationship. · Develops an understanding of the local and global (if app ...

  • Only for registered members Toronto, ON, Canada

    The Manager Residence and Parking Services plays a critical role in ensuring the effective delivery of essential ancillary operations that enhance the overall experience at Victoria University. · Manage aspects of Victoria University's year-round ancillary services operations · ...

  • Only for registered members Toronto, ON, Canada

    The Customer Care Associate plays a vital role in ensuring exceptional service delivery and communication between the company and its customers within a manufacturing environment. This position is responsible for handling customer inquiries, managing orders, coordinating product ...

  • Only for registered members Toronto, ON, Canada

    +Job summary · RH is seeking a knowledgeable and service-minded Wine Bar & Coffee Associate to deliver a refined and elevated beverage experience that reflects the highest standards of hospitality. · +ResponsibilitiesCreate a warm and inviting experience by delivering First Class ...

  • Rq08012

    4 days ago

    Only for registered members Toronto, ON, Canada

    We are looking for an experienced Azure DevOps Engineer to join our team and manage the continuous integration and continuous deployment (CI/CD) processes for cloud-native applications running in Azure Kubernetes Service (AKS). · Design, build, and maintain CI/CD pipelines for au ...

  • Only for registered members Toronto, ON, Canada

    We are seeking highly motivated students with strong academic backgrounds in Cybersecurity to join our Summer Analyst/Associate Internship program. · Assist with security and privacy investigations in response to data security matters; · Engage in problem solving and forensic ana ...

  • Spa Desk Agent

    1 week ago

    Only for registered members Toronto, ON, Canada

    Schedule services for individuals and large groups using spa/salon reservations software system. · ...

  • Only for registered members Toronto, ON, Canada

    +Job summary · This is a commission-based independent contractor opportunity for associate dentists providing professional services to our practice. · +Responsibilities*Provide professional services to our practice. · ...

  • Only for registered members Toronto, ON, Canada

    We're seeking experienced Associate Veterinarians to join our expansive network of veterinary hospitals.Our hospitals are equipped with modern technology, a collaborative team culture, and a strong commitment to continuous learning and professional development. · ...

  • Butler

    1 day ago

    Only for registered members Toronto, ON, Canada

    As the original house of luxury, St. Regis continues to redefine modern luxury through service. · ...

  • Only for registered members Toronto, ON, Canada

    Service and Maintenance on a wide variety of HVAC equipment. · ...

  • Only for registered members Toronto, ON, Canada

    The Porter is responsible for cleaning and maintaining the cleanliness of the room and service areas. They must be able to stand for long periods of time and move objects weighing up to 50 pounds without assistance. · ...

  • Banquets Aide

    6 days ago

    Only for registered members Toronto, ON, Canada

    The Banquets Aide will complete final breakdown of function by cleaning the room. · ...

  • Bellperson

    1 week ago

    Only for registered members Toronto, ON, Canada

    Greet and escort guests to rooms. Open doors and assist guests/visitors entering and leaving property. · Inform guests of property amenities, services, and hours of operation, · ...

  • House Person

    1 day ago

    Only for registered members Toronto, ON, Canada

    Respond promptly to requests from guests and other departments. Identify and report preventative or other maintenance issues in public areas or guest rooms. · Clean, maintain, and store cleaning equipment. · Maintain confidentiality of proprietary information. · ...

  • Only for registered members Toronto, ON, Canada

    Prepare coffee breaks, carts, and stations with appropriate food and beverages as stated in Banquet Event Order. · ...

  • Only for registered members Toronto, ON, Canada

    We are seeking an experienced Store Manager to join our team at Endy. As a Store Manager you will drive the growth and strategic initiatives of the store while maximizing sales efficiency and revenue potential. You will be responsible for managing inventory levels, monitoring P&L ...

  • Only for registered members Toronto, ON, Canada

    This role offers a chance to join MUFG Investor Services as a supervisor in fund accounting. · ...

  • Only for registered members Toronto, ON, Canada

    Join our client's team and experience a benefits package designed to help you thrive professionally and personally. · ...