Licensed Associate
Calgary, AB · On-site
Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service ...
Licensed Associate
Calgary, AB · On-site
Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service ...
SERVICE ASSOCIATE, COMMERCIAL INSURANCE Your attention to detail of policy reviews, invoicing and internal service focus are the keys to success in the role of Service Associate, Commercial Insurance
SERVICE ASSOCIATE, COMMERCIAL INSURANCE Your attention to detail of policy reviews, invoicing and internal service focus are the keys to success in the role of Service Associate, Commercial Insurance
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Okotoks, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Okotoks, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Lacombe, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Lacombe, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Calgary, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Calgary, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Cochrane, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Cochrane, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Taber, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Taber, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Edmonton, AB · On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Associate Services information
What are the key skills and qualifications needed to thrive as an associate services professional?
To thrive as an Associate Services professional, you need strong organizational skills, attention to detail, and a background in business administration or a related field. Familiarity with customer relationship management (CRM) software, office productivity tools, and sometimes basic project management systems is typically required. Excellent communication, problem-solving abilities, and a customer-centric attitude set top performers apart. These skills ensure efficient service delivery, positive client interactions, and contribute to the overall success of the organization.
What is an example of an associate services job?
An associate services job typically involves providing support or assistance within a company, such as customer service representatives, administrative assistants, or technical support associates. These roles often require good communication skills, familiarity with relevant tools like CRM software, and may involve working in retail, healthcare, or corporate environments.
What are some common challenges faced by professionals in associate services roles, and how can they be addressed?
Professionals in Associate Services often manage a variety of administrative and support tasks for teams, which can lead to challenges like balancing competing priorities and managing time effectively. It’s common to handle requests from multiple departments or supervisors, so clear communication and strong organizational skills are essential. Proactively setting expectations, regularly checking in with team members, and utilizing productivity tools can help streamline workflows. Embracing feedback and being adaptable also contribute to success in this dynamic environment.
What is the difference between Associate Services vs Customer Service Representative?
| Aspect | Associate Services | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certifications in specific services | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Office settings, client sites, or remote; focus on service delivery and support | Call centers, retail, or office environments; direct interaction with customers |
| Employer & Industry Usage | Financial, healthcare, tech, and service industries | Retail, telecom, banking, and hospitality sectors |
| Common Search & Comparison | Associate Services | Customer Service Representative |
Associate Services roles typically focus on supporting clients and delivering specialized services within various industries, often requiring specific certifications. Customer Service Representatives primarily handle direct customer interactions, resolving inquiries and issues. While both roles involve customer support, Associate Services positions tend to be more specialized and may involve technical knowledge, whereas Customer Service Representatives focus on general customer communication and problem-solving.
What is associate services?
Associate Services typically refer to a department or set of functions within an organization that supports employees, often called associates, with resources such as HR assistance, benefits administration, onboarding, and workplace support. These services are designed to enhance employee productivity, satisfaction, and well-being by addressing their professional and sometimes personal needs. The Associate Services team may handle tasks such as payroll queries, employee engagement programs, and assistance with company policies. They act as a bridge between the organization's management and its workforce, ensuring smooth operations and a positive work environment.
What are the most commonly searched types of Services jobs in Alberta? The most popular types of Services jobs in Alberta are:
What cities in Alberta are hiring for Associate Services jobs? Cities in Alberta with the most Associate Services job openings:
Full-time
Posted 18 days ago
Job description
Job Description Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and timely manner Process a variety of account activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.) Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers) Process trades and provide quotes Assist in researching products, services, and investment opportunities (equites, bonds, structured notes, discretionary products etc.) Assist with business development by coordinating opportunities with Centers of Influence, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles; designing graphic presentation; preparing and distributing to clients Respond to client emails and phone calls in a timely, warm and friendly manner Proactively maintain current knowledge of policy and procedure changes within the firm and industry Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors Maintain client files to ensure all documentation and notes are compliant within industry regulations. Acts as a resource person for clients (ex: generating specialized reports, questions about specific products) Provide client account reports, portfolio reviews, tax reports, etc
Perform other duties as assigned Your education and qualifications include: A minimum of 5 years' industry experience, preferably in an administrative, trading or operational capacity Diploma in business administration, accounting, finance, or similar field of study, Bachelor's degree preferred Professional designation such as PFP, CFA or CFP considered an asset Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services Strong organizational skills with excellent attention to detail Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities Ability to adapt quickly to changing needs and work requirements Customer-focused attitude with a commitment to providing extraordinary Demonstrate a high proficiency in Microsoft Office tools and financial software Conditions of Employment: Must be legally eligible to work in Canada Current and maintained registration as an IR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements Completion of CSC and CPH A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment If you are interested in this opportunity, please send a copy of your resume to Amy at aanderson@klopprichards.com quoting JOB-5637. Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.