Private Client Associate
Toronto, ON · Hybrid
You will assist with maintaining client databases and documentation. What are the ongoing ... Service Associates and Portfolio Managers on client requests. • Maintain client document archives ...
Private Client Associate
Toronto, ON · Hybrid
You will assist with maintaining client databases and documentation. What are the ongoing ... Service Associates and Portfolio Managers on client requests. • Maintain client document archives ...
Seasonal Sales Support - Contact Centre - Toronto
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Contact Centre - Toronto
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Square One Mall
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Square One Mall
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Square One Mall
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Square One Mall
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Bloor
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Bloor
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Yorkdale
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Yorkdale
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Bloor
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Bloor
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Contact Centre - Toronto
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Contact Centre - Toronto
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Yorkdale
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Seasonal Sales Support - Toronto Yorkdale
Toronto, ON · On-site
CA$18 - CA$22/hr
Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service. * Assist with engraving station ...
Manager Client Services II - Investment Management
Aurora, ON · On-site
CA$69K - CA$98K/yr
TheManager Client Service - Investment Management (MCS)is responsible forleading a team of highly ... * Assist with training new branch support staff and coordinate ongoing training initiatives for ...
Manager Client Services II - Investment Management
Aurora, ON · On-site
CA$69K - CA$98K/yr
TheManager Client Service - Investment Management (MCS)is responsible forleading a team of highly ... * Assist with training new branch support staff and coordinate ongoing training initiatives for ...
Be Seen First
About Optimize Financial Group Optimize Financial Group is a Toronto-based financial services firm ... to assist with certain aspects of candidate screening, assessment, scheduling, and application ...
Quick apply
Be Seen First
About Optimize Financial Group Optimize Financial Group is a Toronto-based financial services firm ... to assist with certain aspects of candidate screening, assessment, scheduling, and application ...
Manager Client Services II - Investment Management
Toronto, ON · On-site
CA$69K - CA$98K/yr
TheManager Client Service - Investment Management (MCS)is responsible forleading a team of highly ... * Assist with training new branch support staff and coordinate ongoing training initiatives for ...
Manager Client Services II - Investment Management
Toronto, ON · On-site
CA$69K - CA$98K/yr
TheManager Client Service - Investment Management (MCS)is responsible forleading a team of highly ... * Assist with training new branch support staff and coordinate ongoing training initiatives for ...
Client Service Officer, International Private Banking - Toronto, ON (English and Spanish)
Toronto, ON · On-site
Purpose The Client Service Officer (CSO) plays a key support role in managing and developing client ... Onboarding & Documentation Assist in preparing onboarding packages and gathering required ...
Client Service Officer, International Private Banking - Toronto, ON (English and Spanish)
Toronto, ON · On-site
Purpose The Client Service Officer (CSO) plays a key support role in managing and developing client ... Onboarding & Documentation Assist in preparing onboarding packages and gathering required ...
Is accountable for service, retention, and client renewal and placement results, and provides ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Is accountable for service, retention, and client renewal and placement results, and provides ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Account Supervisor
Toronto, ON · On-site
CA$80K - CA$85K/yr
Cultivate and manage enduring, trusted advisor relationships with key clients and stakeholders, offering marketing consultation and customer service * Assist in handling challenging client requests ...
Quick apply
Account Supervisor
Toronto, ON · On-site
CA$80K - CA$85K/yr
Cultivate and manage enduring, trusted advisor relationships with key clients and stakeholders, offering marketing consultation and customer service * Assist in handling challenging client requests ...
Cultivate and manage enduring, trusted advisor relationships with key clients and stakeholders, offering marketing consultation and customer service * Assist in handling challenging client requests ...
Cultivate and manage enduring, trusted advisor relationships with key clients and stakeholders, offering marketing consultation and customer service * Assist in handling challenging client requests ...
... Summary The client service representative ensures that the customer who comes through the door ... ARMS Updates Check on supplements and inform customers. Assist with coordinating Sublet bookings.
... Summary The client service representative ensures that the customer who comes through the door ... ARMS Updates Check on supplements and inform customers. Assist with coordinating Sublet bookings.
... Summary The client service representative ensures that the customer who comes through the door ... customers. · Assist with coordinating Sublet bookings. · Pre-close/close job · Office ...
Quick apply
... Summary The client service representative ensures that the customer who comes through the door ... customers. · Assist with coordinating Sublet bookings. · Pre-close/close job · Office ...
Be Seen First
About Optimize Wealth Management Optimize Financial Group is a Toronto-based financial services ... to assist with certain aspects of candidate screening, assessment, scheduling, and application ...
Quick apply
Be Seen First
About Optimize Wealth Management Optimize Financial Group is a Toronto-based financial services ... to assist with certain aspects of candidate screening, assessment, scheduling, and application ...
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
... about amazing customer service . If you love talking to people, solving problems and being ... Check-in students who are arriving for training and assist them with any questions * Support ...
Quick apply
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
... about amazing customer service . If you love talking to people, solving problems and being ... Check-in students who are arriving for training and assist them with any questions * Support ...
Client Service Assistant information
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Full-time
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Job description
Position: Private Client Associate
Duration: 4 Months + Possibility of Extension
Location: Toronto ON
Work Model: Hybrid
Pay Rate: CAD 23/hr T4 - 25/hr T4
Private Client Associate
As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation.
What are the ongoing responsibilities of a Portfolio Administrator?
• Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects.
• Automate client accounts and data feeds and provide revisions of client decks.
• Support Private Client Service Associates and Portfolio Managers on client requests.
• Maintain client document archives.
• Perform ad hoc duties as assigned.
What ideal qualifications, skills & experience would help someone to be successful?
We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. Prior experience in account administration and compliance is an asset.
• Post-secondary degree or an acceptable combination of education, training and/or related work experience.
• Good knowledge of Canadian finance industry regulations.
• Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign)
• Strong analytical and problem-solving skills
• Strong attention to detail
• Ability to organize and prioritize work effectively
• Excellent written and verbal communication skills
• Ability to learn new systems quickly & adapt to evolving processes
• Detail-oriented and process-driven approach to work
• Strong work ethic, maturity, and commitment to client service
• Committed to ethical and professional standards regarding confidentiality of client information
• An enthusiastic team player who can work effectively with others both internally and externally
How to Apply:
• Interested candidates are encouraged to submit their resumes in confidence to Amarjeet.Kumar@akkodisgroup.com or via the Akkodis Canada website.
Akkodis Canada will never share your resume or any personal details without your explicit consent.
We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions
Our Commitment:
At Akkodis, part of The Adecco Group, we’re committed to making the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.
About Akkodis
Sourced by ZipRecruiter
Company size
5,001 - 10,000 Employees