Manager AdminAdvantage Client Services - Waterloo

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. · ...

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. · ...

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. · ...

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, ...

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 ...

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 ...

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

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 ...

Join a Company That Sees the Big Picture · All-Brite Glass & Tint is a leading, locally owned and family-operated business serving the automotive, commercial, and residential markets for over 30 years. Known for quality, safety, and trust, we deliver expert Glass Repair, Replacem ...

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. ...

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. · ...

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 ...

We're looking for a motivated and influential professional who's passionate about delivering exceptional service and leading initiatives that make a difference. · ...

You'll be encouraged to be your best self in a dynamic team of experts who will share their knowledge with you. · Review incoming Client requests · Send emails to Clients to request missing information · Process Client requests, · ...

Join a team that's transforming benefits administration. At Manulife Group Benefits Operations, the AdminAdvantage team connects people, technology, and expert services to simplify benefits administration and deliver a seamless experience for our clients and their members. · ...

+You'll be encouraged to be your best self in a dynamic environment where you'll provide service excellence to plan sponsors.As a Senior Client Service Administrator, you will review incoming requests, · send emails to clients, · process client requests, · and participate activel ...

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. ...