owen sound on banking associate Jobs – 4 Openings This Week

Client Associate
The Agency —Owen Sound, ON
- From $60,000 a year
- Full-time
- Customer service
- Accounting
- Organizational skills
Quick apply
5d
Financial Services Associate - Full Time
Meridian Credit Union —Owen Sound, ON
- $52,000–$78,000 a year
- Weekends as needed
- Sales
- Finance
- Analysis skills
- Tuition reimbursement
- Paid time off
Front Store Supervisor
Shoppers Drug Mart / Pharmaprix —Owen Sound, ON
- $18.00–$20.10 an hour
- Part-time
- Time management
6d

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Client Services Representative
The Agency —Owen Sound, ON
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banking associate jobs near owen sound on

Client Associate

The Agency -
Owen Sound, ON

Quick apply

Job details

Full-time
From $60,000 a year
5 days ago

Qualifications

Customer service
Accounting
Customer relationship management
Organizational skills
Account management
Communication skills
Time management

Full job description

Job Description

Our client, a leading investment & wealth management practice, is currently seeking a Full-Time Client Associate to join the team at their busy office location in Owen Sound, ON. The selected candidate will provide superior customer service to clients while supporting the various administrative functions of the internal team. This is a full-time permanent dayshift role with a salary starting at $60k per year.

Why Should You Apply?

Great Salary – Starting at $60k Annually
Weekdays Only – Monday to Friday - No Weekends
Discretionary Bonus, Flexible Benefits & Commission
World-Class Training Program & Knowledgeable Leaders
On-Site, Non-Remote Work Environment
Great Team Atmosphere

About The Role

The Client Associate will deepen client relationships through the provision of exceptional customer service. From account opening to relationship management, the client associate will initiate and execute on a variety of tasks to ensure the needs of each customer is met. In addition to external facing clients, this role will all be an invaluable member of the internal team, providing efficient and fluid support to the Advisory team. The selected candidate will already posses or be willing to earn their Canadian Investment Regulatory Exam (“CIRE”) designation within a year of filling the role. Other tasks may include:

Assisting Advisory Team in Welcoming & Onboarding New Clients
Executing Client Account Administration Including Account Opening, Account Maintenance & Efficient Resolution of Client Requests
Maintaining Existing Client Accounts & Identifying Opportunities for Client Contact
Managing Timelines & Key Dates to Help Ensure Client's Regulatory Needs Are Met
Becoming Well-Versed in Internal Controls & Industry Regulatory Requirements
Ensuring Client Files & Other Necessary Documentation is Accurate, Current & Compliant
Responding to Client Inquiries in Time-Efficient Manner
Planning, Coordinating & Managing Meetings for Advisors with Clients/Prospects
Utilizing Strong Problem Resolution Skills to Provide Proactive Client Service
Managing Various Incoming Communications from Clients, Advisors & Other Internal & External Partners

Requirements

Demonstrated Experience Providing Exceptional/Superior Customer Service
Previous Experience Working in Securities Industry Considered an Asset
Strong Time Management & Organizational Skills
Ability to Collaborate with Clients Across All Organizational Levels
Exceptional Verbal & Written Communication Skills
Demonstrated Experience Utilizing a Variety of Business Applications & Technologies
Successfully Completed CIRE or Willingness to Earn Within First Year (Compensation Provided)

This role would be a great fit for someone with experience in Accounting, Wealth Management, Account Management, Client Relationship Management, Insurance, Banking, Financial Services or Operations.

If you are a detail-oriented individual with a passion for client service, we would love to hear from you. While we thank you for your application, only selected candidates will be contacted for an interview.

The Agency is an equal opportunity employer and confirms that the posting above is for an existing vacancy. The Agency also confirms that they do not use AI in their candidate screening, assessment, or selection process.

Pay: From $60,000.00 per year

Ability to commute/relocate:

Owen Sound, ON: reliably commute or plan to relocate before starting work (required)

Experience:

Securities Industry : 1 year (required)

Work Location: In person

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Client Associate

Financial Services Associate - Full Time

Front Store Supervisor

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