Montreal, QC · On-site
Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client * Be a key support to the administrative activities and responsibilities of the team * Ensure trades are ...
Montreal, QC · On-site
Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client * Be a key support to the administrative activities and responsibilities of the team * Ensure trades are ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
Montreal, QC · On-site
CA$56/hr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Montreal, QC · On-site
CA$56/hr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Client Support Associate (Financial Services) If you've always dreamt of an exciting career in Banking, Finance and Technology Services, now's the time to make it a reality. Graduate training ...
Client Support Associate (Financial Services) If you've always dreamt of an exciting career in Banking, Finance and Technology Services, now's the time to make it a reality. Graduate training ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries ...
Pointe-claire, QC · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Pointe-claire, QC · On-site
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Laval, QC · On-site
CA$56/hr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Laval, QC · On-site
CA$56/hr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Private Client Associate, Branch Support Assistant, Operations Assistant, Private Banking Associate, etc.). RBC Wealth Management provides students with the opportunity to gain in-depth, hands-on ...
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
The most popular types of Client jobs in Quebec are:
For Client Associate jobs in Quebec, the most frequently searched job titles are:
The top searched job categories for Client Associate jobs in Quebec are:
Cities in Quebec with the most Client Associate job openings:
For Client Associate jobs in QC, the most frequently searched job titles are:
Montreal, QC • On-site
Full-time
Posted 17 days ago
Assist an Investment Counsellor and team members in providing daily portfolio maintenance administration and client service.
Respond to client inquiries, process trades accurately and timely, and manage account opening, documentation, and client cash flows.
Maintain records, attend client meetings, and support scheduling and client management activities.
Job Description
What is the opportunity?
As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.
What will you do?
Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
Be a key support to the administrative activities and responsibilities of the team
Ensure trades are processed accurately and on a timely basis
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Maintain records and files and attend client meetings as required
Proactively assist with client management of appointments and scheduled meetings/calls
Assist other team members and continue to strengthen cross-business working relationships
What do you need to succeed?
Must-have
Diploma of College Studies (DCS) or bachelor's degree
Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Proven client service skills
Meticulous attention to detail and excellent time management skills
What's in it for you?
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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIME
Sourced by ZipRecruiter
Banking and credit intermediation
10,000+ Employees
Toronto, Ontario, CA
