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Client Service Associate, BMO Nesbitt Burns at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Service, Investment Knowledge, Administrative Skills, Communication Skills, Analytical Skills, Problem Solving, Collaboration, Organization Skills, Compliance Knowledge, Financial Planning, Trade Processing, Technology Support, Mentoring, Relationship Management, Marketing Coordination, Portfolio Management
Specialization
Candidates typically need 3-5 years of relevant experience and advanced knowledge of investment processes and compliance regulations. Successful completion of the Canadian Securities Course and current registration as an Investment Representative are also required.
Experience Required
Minimum 2 year(s)
Food Service Associate / Student Engagement at Dexterra
Waterloo, ON N2L 3G3, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Cold Calling, Project Management, Market Knowledge, Business Acumen, Leadership, Resilience, Curiosity, Target Driven, Time Management, Expert Engagement
Specialization
Business fluency in German (Level C1 and above) is required. Candidates should demonstrate ambition, leadership experience, and resilience through internships or work experience.
Catering Services Administrative Associate at University of Texas at Austin
Austin, TX 78701, USA - Full Time
Skills Needed
Microsoft Teams, Interpersonal Skills, Maintenance, Fleet, Scheduling Tools, Catering, Excel
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Associate Avionics Systems Service Engineer at Boeing
Seal Beach, California, USA - Full Time
Skills Needed
Computer Science, Chemistry, Mathematics, Communication Skills, Data Science, Physics
Specialization
Engineering engineering technology (includes manufacturing engineering technology chemistry physics mathematics data science or computer science
Qualification
BSc
Experience Required
Minimum 1 year(s)
Dining Services Associate (EVENING SHIFT) at Masonicare Corp
Wallingford, Connecticut, United States - Full Time
Skills Needed
Food Service, Sanitation, Teamwork, Meal Preparation, Customer Service, Inventory Management, Time Management, Communication
Specialization
A high school diploma or GED is required, along with the ability to read, write, and comprehend basic instructions in English. On-the-job training will be provided, and the candidate should be able to work in a team setting and meet deadlines.
SERVICE DESK ASSOCIATE - CHARLESTOWNE MALL at Von Maur/Dry Goods
St. Charles, Illinois, United States - Full Time
Skills Needed
Customer Service, Multi Line Telephone, Cash Handling, Organizational Skills, Communication Skills, Problem Solving
Specialization
Candidates should be friendly and able to work in a fast-paced environment. Availability for day, evening, and weekend shifts is required.
Associate Manager Infrastructure Services at DXC Technology
Gloucester, England, United Kingdom - Full Time
Skills Needed
Ansible, Security, Aws, Vmware, It, Hyper V, Powershell, Python, Kubernetes, Storage Solutions, Active Directory, Azure, Automation Tools, Google Cloud, Computer Science
Specialization
It computer science or a related field (or equivalent experience
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Associate, Service – AGS – Korean Speaker at Gerson Lehrman Group
Dublin, County Dublin, Ireland - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Associate, Client Services - French Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Cold Calling, Project Management, Market Knowledge, Business Acumen, Resilience, Curiosity, Leadership, Teamwork, Time Management, Adaptability
Specialization
Business fluency in French is required, along with intellectual strength and ambition. Leadership or extracurricular experience and demonstrated grit through internships or work experience are also sought.
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Commercial Awareness, Business Acumen, Sales Skills, Negotiation Skills, Relationship Building, Leadership Skills, Problem Solving, Cold Calling, Client Engagement, Project Management, Market Knowledge, Regulatory Knowledge, Cross Selling, Communication Skills, Resilience, Motivation
Specialization
Candidates must have business fluency in German and demonstrate intellectual strength, ambition, and leadership experience. Previous internships or work experience showcasing grit is also desirable.
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Commercial Awareness, Business Acumen, Sales, Negotiation, Relationship Building, Leadership, Problem Solving, Cold Calling, Client Engagement, Project Management, Market Knowledge, Cross Selling, Communication, Resilience, Motivation, Curiosity
Specialization
Candidates must have business fluency in German and demonstrate intellectual strength, ambition, and leadership experience. Grit shown through internships or work experience is also valued.
Associate, Client Services - French Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Commercial Awareness, Business Acumen, Cold Calling, Project Management, Market Knowledge, Leadership, Resilience, Curiosity, Time Management
Specialization
Business fluency in French at Level C1 or above is required. Candidates should demonstrate ambition, leadership experience, and resilience through internships or work experience.
Wealth Management Client Services Associate at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Business Systems, Ctfa, Outlook, Continuing Education, Customer Contact, Communication Skills, Microsoft Office, Finance, Training
Specialization
The financial services industry with high net-worth client preferred
Qualification
Graduate
Associate Avionics Systems Service Engineer at Boeing
Seal Beach, California, USA - Full Time
Skills Needed
Communication Skills
Specialization
Engineering engineering technology (includes manufacturing engineering technology chemistry physics mathematics data science or computer science
Qualification
BSc
Experience Required
Minimum 1 year(s)
Associate Director of Association Services at NEW HAMPSHIRE MEDICAL SOCIETY
Concord, NH 03301, USA - Full Time
Skills Needed
Event Planning, Association Management, Dental Insurance, Platforms, Life Insurance, Communications, Project Coordination, Computer Literacy, Executive Support, Health Insurance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Associate Manager Clinical Health Services at CVS Health
Jersey City, NJ 07310, USA - Full Time
Skills Needed
Communication Skills, Computer Literacy, Discharge Planning, Learning, Certified Case Manager, Ccm
Specialization
Nursing (required
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Client Service Associate, Commercial Lines at HUB International
Newport Beach, CA 92660, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Risk Services - Digital Solutions Associate at PRICEWATERHOUSECOOPERS RISK SERVICES PTE LTD
Singapore, , Singapore - Full Time
Skills Needed
Building Trust, Engagements, Subject Matter Experts, Professional Conduct, Interpersonal Skills, Technology, Communication Skills, Analytical Skills, Strategy, Writing, Problem Solving
Specialization
Analytical
Qualification
Graduate
Manager/Senior Associate, Facility Services at YELLOW RIBBON INDUSTRIES PTE LTD
Singapore, , Singapore - Full Time
Skills Needed
Microsoft Office, Mechanical Systems, Interpersonal Skills
Qualification
Graduate
Client Service Associate, BMO Nesbitt Burns at Bank of Montreal
Vancouver, British Columbia, Canada -
Full Time


Start Date

Immediate

Expiry Date

19 Dec, 25

Salary

66300.0

Posted On

20 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Investment Knowledge, Administrative Skills, Communication Skills, Analytical Skills, Problem Solving, Collaboration, Organization Skills, Compliance Knowledge, Financial Planning, Trade Processing, Technology Support, Mentoring, Relationship Management, Marketing Coordination, Portfolio Management

Industry

Financial Services

Description
Application Deadline: 10/02/2025 Address: 595 Burrard Street Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience. Assists with managing a portfolio of clients to retain and grow relationships. Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. Current registration as Investment Representative (IR). 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $35,900.00 - $66,300.00 Pay Type: Salaried & Commission The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Responsibilities
The Client Service Associate supports Investment Advisors and branch operations by providing exceptional client service and managing client relationships. Responsibilities include scheduling meetings, handling client inquiries, executing trades, and maintaining client databases.
Client Service Associate, BMO Nesbitt Burns at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Client Service, Investment Knowledge, Administrative Skills, Communication Skills, Analytical Skills, Problem Solving, Collaboration, Organization Skills, Compliance Knowledge, Financial Planning, Trade Processing, Technology Support, Mentoring, Relationship Management, Marketing Coordination, Portfolio Management
Specialization
Candidates typically need 3-5 years of relevant experience and advanced knowledge of investment processes and compliance regulations. Successful completion of the Canadian Securities Course and current registration as an Investment Representative are also required.
Experience Required
Minimum 2 year(s)
Food Service Associate / Student Engagement at Dexterra
Waterloo, ON N2L 3G3, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Cold Calling, Project Management, Market Knowledge, Business Acumen, Leadership, Resilience, Curiosity, Target Driven, Time Management, Expert Engagement
Specialization
Business fluency in German (Level C1 and above) is required. Candidates should demonstrate ambition, leadership experience, and resilience through internships or work experience.
Catering Services Administrative Associate at University of Texas at Austin
Austin, TX 78701, USA - Full Time
Skills Needed
Microsoft Teams, Interpersonal Skills, Maintenance, Fleet, Scheduling Tools, Catering, Excel
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Associate Avionics Systems Service Engineer at Boeing
Seal Beach, California, USA - Full Time
Skills Needed
Computer Science, Chemistry, Mathematics, Communication Skills, Data Science, Physics
Specialization
Engineering engineering technology (includes manufacturing engineering technology chemistry physics mathematics data science or computer science
Qualification
BSc
Experience Required
Minimum 1 year(s)
Dining Services Associate (EVENING SHIFT) at Masonicare Corp
Wallingford, Connecticut, United States - Full Time
Skills Needed
Food Service, Sanitation, Teamwork, Meal Preparation, Customer Service, Inventory Management, Time Management, Communication
Specialization
A high school diploma or GED is required, along with the ability to read, write, and comprehend basic instructions in English. On-the-job training will be provided, and the candidate should be able to work in a team setting and meet deadlines.
SERVICE DESK ASSOCIATE - CHARLESTOWNE MALL at Von Maur/Dry Goods
St. Charles, Illinois, United States - Full Time
Skills Needed
Customer Service, Multi Line Telephone, Cash Handling, Organizational Skills, Communication Skills, Problem Solving
Specialization
Candidates should be friendly and able to work in a fast-paced environment. Availability for day, evening, and weekend shifts is required.
Associate Manager Infrastructure Services at DXC Technology
Gloucester, England, United Kingdom - Full Time
Skills Needed
Ansible, Security, Aws, Vmware, It, Hyper V, Powershell, Python, Kubernetes, Storage Solutions, Active Directory, Azure, Automation Tools, Google Cloud, Computer Science
Specialization
It computer science or a related field (or equivalent experience
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Associate, Service – AGS – Korean Speaker at Gerson Lehrman Group
Dublin, County Dublin, Ireland - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Associate, Client Services - French Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Cold Calling, Project Management, Market Knowledge, Business Acumen, Resilience, Curiosity, Leadership, Teamwork, Time Management, Adaptability
Specialization
Business fluency in French is required, along with intellectual strength and ambition. Leadership or extracurricular experience and demonstrated grit through internships or work experience are also sought.
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Commercial Awareness, Business Acumen, Sales Skills, Negotiation Skills, Relationship Building, Leadership Skills, Problem Solving, Cold Calling, Client Engagement, Project Management, Market Knowledge, Regulatory Knowledge, Cross Selling, Communication Skills, Resilience, Motivation
Specialization
Candidates must have business fluency in German and demonstrate intellectual strength, ambition, and leadership experience. Previous internships or work experience showcasing grit is also desirable.
Associate, Client Services - German Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Commercial Awareness, Business Acumen, Sales, Negotiation, Relationship Building, Leadership, Problem Solving, Cold Calling, Client Engagement, Project Management, Market Knowledge, Cross Selling, Communication, Resilience, Motivation, Curiosity
Specialization
Candidates must have business fluency in German and demonstrate intellectual strength, ambition, and leadership experience. Grit shown through internships or work experience is also valued.
Associate, Client Services - French Speaker at Third Bridge
London, England, United Kingdom - Full Time
Skills Needed
Client Services, Communication, Problem Solving, Sales, Negotiation, Relationship Building, Commercial Awareness, Business Acumen, Cold Calling, Project Management, Market Knowledge, Leadership, Resilience, Curiosity, Time Management
Specialization
Business fluency in French at Level C1 or above is required. Candidates should demonstrate ambition, leadership experience, and resilience through internships or work experience.
Wealth Management Client Services Associate at Busey Bank
Champaign, Illinois, USA - Full Time
Skills Needed
Business Systems, Ctfa, Outlook, Continuing Education, Customer Contact, Communication Skills, Microsoft Office, Finance, Training
Specialization
The financial services industry with high net-worth client preferred
Qualification
Graduate
Associate Avionics Systems Service Engineer at Boeing
Seal Beach, California, USA - Full Time
Skills Needed
Communication Skills
Specialization
Engineering engineering technology (includes manufacturing engineering technology chemistry physics mathematics data science or computer science
Qualification
BSc
Experience Required
Minimum 1 year(s)
Associate Director of Association Services at NEW HAMPSHIRE MEDICAL SOCIETY
Concord, NH 03301, USA - Full Time
Skills Needed
Event Planning, Association Management, Dental Insurance, Platforms, Life Insurance, Communications, Project Coordination, Computer Literacy, Executive Support, Health Insurance
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Associate Manager Clinical Health Services at CVS Health
Jersey City, NJ 07310, USA - Full Time
Skills Needed
Communication Skills, Computer Literacy, Discharge Planning, Learning, Certified Case Manager, Ccm
Specialization
Nursing (required
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Client Service Associate, Commercial Lines at HUB International
Newport Beach, CA 92660, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Diploma
Experience Required
Minimum 2 year(s)
Risk Services - Digital Solutions Associate at PRICEWATERHOUSECOOPERS RISK SERVICES PTE LTD
Singapore, , Singapore - Full Time
Skills Needed
Building Trust, Engagements, Subject Matter Experts, Professional Conduct, Interpersonal Skills, Technology, Communication Skills, Analytical Skills, Strategy, Writing, Problem Solving
Specialization
Analytical
Qualification
Graduate
Manager/Senior Associate, Facility Services at YELLOW RIBBON INDUSTRIES PTE LTD
Singapore, , Singapore - Full Time
Skills Needed
Microsoft Office, Mechanical Systems, Interpersonal Skills
Qualification
Graduate
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