Toronto On Registered client associate Jobs – 105 Openings This Week

Client Service Associate
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Customer service
- Dental care
Quick apply
Registered Veterinary Technician, Lawrence Veterinary Clinic
VCA Animal Hospitals —Toronto, ON
- $25–$38 an hour
- Full-time
- Tuition reimbursement
- Employee assistance program
Psychologist - WSIB Specialization
Sarvin Sabet Psychological Services —Mississauga, ON
- $90–$120 an hour
- Full-time
- Hybrid work
- Doctoral degree
- Master's degree
- In-person
- Flexible schedule
Quick apply
Clinical Psychologist / Psychological Associate- MVA Assessments
Safe Space Rehabilitation Centre —Greater Toronto Area, ON
- $120,000–$175,000 a year
- Full-time
- Writing skills
- Supervising experience
- Patient care
Quick apply
Bilingual Nurse Practitioner (NP) -Remote
Foundever —Toronto, ON
- Up to $105 an hour
- Contract
- Remote
- Bilingual
- Nursing
- English
- Work from home
- Flexible schedule
Quick apply
7d
Law Clerk - Corporate
Linds & Associates Ltd. —Toronto, ON
- $90,000–$115,000 a year
- Full-time
- Hybrid work
- Communication skills
- Disability insurance
- Dental care
Quick apply
10d
Client Experience Associate
Harbourfront Wealth Management —Toronto, ON
- $60,000–$80,000 a year
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Client Experience Associate
Wellington-Altus Private Wealth Inc. —Toronto, ON
- $75,000–$125,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Life insurance
Client Service Associate
Ontario Pension Board —Toronto, ON
- $81,617–$102,741 a year
- Full-time
- Bilingual
- Customer service
- English
Operations Associate – CV Labs
CanadaVisa —Toronto, ON
- $75,000–$100,000 a year
- Full-time
- Hybrid work
- Bilingual
- No experience needed
- Communication skills
- Dental care
Quick apply
Senior Associate. Client Solutions
Hamilton Lane —Toronto, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Wellness program
- Paid time off
Advisor Success - Associate, Account Management
Purpose Unlimited —Toronto, ON
- $70,000–$75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Dental care
- Life insurance
Quick apply
Account Processing Associate
Harbourfront Wealth Management —Toronto, ON
- $50,000–$55,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Computer networking
Quick apply
Strategy Associate - Global Client Policies
TikTok —Toronto, ON
- $66,240–$116,000 a year
- Sales
- Communication skills
- Profit sharing
- Designated paid holidays
Full-Time Front Desk Associate - Yorkville
Myo —Toronto, ON
- $18.50–$21.50 an hour
- Full-time
- Customer service
- Administrative experience
- Communication skills
- Profit sharing
- Employee assistance program
Quick apply
Team Lead, Client Services
Nicola Wealth —Toronto, ON
- $80,000–$90,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
Quick apply
Associate
Richardson Wealth Ltd —Toronto, ON
- $50,000–$80,000 a year
- Full-time
- Microsoft Excel
- English
- Master's degree
- Dental care
- Paid time off
Quick apply
Client Advisor (FT), Armani Exchange, Square One
A|X Armani Exchange —Mississauga, ON
- $18–$20 an hour
- Weekends as needed
- Sales
- High school diploma or GED
- Communication skills
- Store discount
- Disability insurance
Quick apply
2d
Investment Associate
Wellington-Altus Private Wealth Inc. —Toronto, ON
- $60,000–$90,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
14d
Financial Operation Senior Associate
CGI —Toronto, ON
- $40,000–$90,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- Microsoft Office
Quick apply
1d

I want to receive the latest job alerts for registered client associate in toronto on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near toronto on

Client Service Associate

The Successful Investor
North York, ON

Quick apply

Job details

Full-time

Qualifications

Microsoft Word
Investment
Microsoft Excel
Customer service
English
Administrative experience
Bachelor's
Financial services
CSC
Business
Communication skills

Full job description

CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business and experiencing significant growth, and as a result, we are looking for development-oriented individuals to join our organization.

Successful Investor Wealth Management (‘SIWM’) is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization. Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.

As the Client Service Associate, you are the first point of contact for all incoming client calls and email inquiries and you maintain the utmost professionalism in each of your interactions. You are a highly motivated and customer-focused individual who is responsible for assisting customers with their account needs through daily interaction while building excellent rapport and relationships with them. You work closely with our Wealth Management team to help the department run smoothly and enhance the overall experience for our clients.

KEY RESPONSIBILITIES

Receive all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
Manage and prioritize client inquiries and requests as they come in; Acknowledge, troubleshoot, and follow up as necessary to provide timely and accurate resolution via phone and email.
Liaison with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
Engage with clients in a professional manner while actively listening to their concerns.
Foster strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
Provide first line response to client inquiries and recordkeeping requirements including:
- New account opening documentation preparation, review, and approval before submitting to custodian.
- Co-ordinate and lead RRSP/RRIF, LIRA/LIF conversion.
- Co-ordinate and lead client tax enquiry resolution.
- Answer general account questions i.e., about TFSAs, RRSPs, RESPs, beneficiaries, NBIN fees, management fees, deposits, and withdrawals, etc.
- Process personal information updates/changes.
- Assist with on-line web access - password setup and reset, download statements and missing tax slips for clients.
- Provide account balances.
- Initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests and beneficiary changes on registered accounts.

Act as the back-up Estate Associate.
Record/update customer information within our CRM database.
Assist with client onboarding for new and existing clients.
Assist and provide administrative support to the Wealth Management and Sales team members for additional client care, reporting, marketing efforts and special projects as required.
Coordinate client meetings and prepare client portfolio review packages and presentation material.
Coordinate and process various mailouts to clients including quarterly invoicing, client letters, pooled fund statements & holiday/birthday greeting cards.
Handle all administrative tasks in the wealth management department and other admin work as required.

REQUIREMENTS (Qualifications, Experience & Skills)

Bachelor’s degree in business or related field.
3+ years customer service experience.
Previous office administration experience.
Previous Wealth Management/Financial Services/Brokerage experience.
Solid Knowledge of investment industry and best practices.
Strong command of the English language, both verbal and written
Proficiency in Microsoft Word & Excel.
Completion of CSC (Canadian Securities Course) is considered an asset, but not required.
Customer focused and service driven.
Pleasant telephone manner with exceptional conversation skills.
Excellent communication skills with the ability to interface and articulate well with all employees and clients in a highly professional, timely and friendly manner.
Ability to work well with others and take direction as necessary.
Strong attention to detail and accuracy.
Ability to solve, prioritize and manage multiple client inquiries and department tasks simultaneously.
Punctual and dependable.
High energy, organized, and resourceful.
Ability to self-manage, show initiative and be proactive.
Strong task ownership and follow through.

This role is hybrid—one day remote and four days required in our office located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Additional Information

Benefits

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company. After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office. To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

Other

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment. All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Quick apply

Refine Your Search

registered client associate jobs in toronto on

Client Service Associate

Registered Veterinary Technician, Lawrence Veterinary Clinic

Psychologist - WSIB Specialization

Clinical Psychologist / Psychological Associate- MVA Assessments

Bilingual Nurse Practitioner (NP) -Remote

Law Clerk - Corporate

Client Experience Associate

Client Experience Associate

Client Service Associate

Operations Associate – CV Labs

Senior Associate. Client Solutions

Advisor Success - Associate, Account Management

Account Processing Associate

Strategy Associate - Global Client Policies

Full-Time Front Desk Associate - Yorkville

Team Lead, Client Services

Associate

Client Advisor (FT), Armani Exchange, Square One

Investment Associate

Financial Operation Senior Associate

I want to receive the latest job alerts for registered client associate in toronto on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected