Client Success Associate jobs

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CLIENT ASSOCIATE/REGISTERED CLIENT ASSOCIATE

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

CompanyRbc Royal Bank
AddressEugene, Oregon, United States of America
CategoryAccounting
Job typeFull time
Date Posted 2 months ago See detail

Client Associate/Registered Client Associate

Rbc Royal Bank

Eugene, Oregon, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

Client Success Manager

Manusonic Inc.

Remote

$60,000–$75,000 a year

Provide front line communication with clients for support services. Provide smooth transition of clients from sales to implementation stage. Provide project management services from kick-off to go-live. Communicate with clients th...

Associate Director, Client Solutions

View Other Rbc - Royal Bank Offers

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

Associate Director, Client Solutions

Rbc Royal Bank

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

Client Solution Associate

View Other Gallagher Offers

Calgary, AB

Set up and maintain client files Process endorsements mid-term changes to policy Request and/or process new business and renewals Request all Invoicing, binders and cover letters Prepare certificates of insurance and complete post...

Associate, Corporate Cash Management, US (Client Experience Group)

Rbc Royal Bank

Toronto, ON

Deliver class leading Client Experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationshi...

Senior Client Service Associate, National Accounts, Commercial Banking - Vancouver

View Other Scotiabank Offers

Vancouver, BC

Champion customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.. Work closely with the group and/or Director and Group Lead to provide financial services to a portfo...

Client Service Associate

View Other Bmo Offers

Oakville, ON

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 me...

Client Service Associate, Client Services - Casual

Von Canada

Amherst, NS

$35.9K–$45.4K a year

Assign client visits to nurses and home support workers using knowledge of local geography, client needs, and continuity of care while following collective agreement guidelines and established planning procedures Daily activities...

Client Solutions Associate, Entertainment

Gallagher

Toronto, ON

$51.9K–$65.7K a year

Set up and meticulously maintain client files. Processing of cast logs Handle new business and renewal processes seamlessly Take charge of invoicing, binders, and cover letters Prepare presentations, insurance submissions, certifi...

Client Delivery Associate

View Other Bmo Offers

Halifax, NS

Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source. Coordinates and executes specific activities for the implementation of strategic initia...

Client Service Associate - Planning and Scheduling - Part-time 0.8

Von Canada

Yarmouth, NS

$37.9K–$48K a year

Assign client visits to nurses and home support workers using knowledge of local geography, client needs, and continuity of care while following collective agreement guidelines and established planning procedures Daily activities...

Associate, Project and Infrastructure Finance, Corporate Client Group

Rbc Royal Bank

Toronto, ON

You will be part of a fast growing national team of Project Finance and PPP professionals committed to the delivery of quality credit solutions to project sponsors and consortiums.. Provide full engagement and support for monthly...

Associate, Corporate Client Group - Finance

Rbc Royal Bank

Winnipeg, MB

Part of a national team of CCGF underwriters committed to the delivery of quality credit products to RBC clients and targets.. Support CCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactio...

Client Relationship Associate Self Storage

Green Storage Inc.

Orillia, ON

$17–$20 an hour

Leading by example and creating an environment within the team that rewards and recognizes the demonstration of core values in the day-to-day operation of the business. Coaching and motivating your team to inspire top performance...

Client Service Associate

Bmo

Ottawa, ON

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 me...

Associate, Corporate Client Group - Finance

View Other Rbc - Royal Bank Offers

Winnipeg, MB

Part of a national team of CCGF underwriters committed to the delivery of quality credit products to RBC clients and targets.. Support CCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactio...

Associate, National Client Group, Execution

National Bank

Calgary, AB

To be discussed

Health and wellness program, including many options. Flexible group insurance. Generous pension plan. Employee Share Ownership Plan. Employee and Family Assistance Program. Preferential banking services. Opportunities to get invol...

Client Service Associate (6-month Contract)

Scotiabank

Toronto, ON

Support the collection of information directly from clients and from various sources necessary to assess the clients risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includ...

Gestionnaire de Compte Satisfaction Client / Customer Success Account Manager

Microsoft

Quebec

$88,800–$165,000 a year

Crer, influencer et faire voluer des relations saines et stratgiques avec les principales parties prenantes, partenaires et professionnels techniques des clients pour diriger la livraison des solutions de qualit en utilisant d...

Client Service Associate

Bcv Asset Management

Winnipeg, MB

$48,000–$70,000 a year

Company events. Dental care. Disability insurance. Discounted or free food. Employee assistance program. Extended health care. Life insurance. On-site parking. Paid time off. Profit sharing. RRSP match. Vision care. Wellness progr...

Client Service Associate - Planning and Scheduling - Permanent, Part-Time 0.8

Von Canada

Sydney, NS

$40.7K–$51.5K a year

Assign client visits to nurses and home support workers using knowledge of local geography, client needs, and continuity of care while following collective agreement guidelines and established planning procedures Daily activities...

Associate, Corporate Cash Management, US (Client Experience Group)

View Other Rbc - Royal Bank Offers

Toronto, ON

Deliver class leading Client Experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationshi...

Client Service Associate (6-month Contract)

View Other Scotiabank Offers

Toronto, ON

Support the collection of information directly from clients and from various sources necessary to assess the client's risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includ...

Associate, Project and Infrastructure Finance, Corporate Client Group

View Other Rbc - Royal Bank Offers

Toronto, ON

You will be part of a fast growing national team of Project Finance and PPP professionals committed to the delivery of quality credit solutions to project sponsors and consortiums.. Provide full engagement and support for monthly...

Client Delivery Associate

View Other Bmo Offers

Vancouver, BC

Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source. Coordinates and executes specific activities for the implementation of strategic initia...

Client Solutions Associate, Energy Risk Management

View Other Gallagher Offers

Calgary, AB

You will be supporting the team, playing a crucial role in delivering outstanding client experience and supporting the teams growth. The role will include preparing policy renewals and endorsements, processing requests, drafting...

Associate seller success manager (Account manager)

Best Buy Canada

Vancouver, BC

Work with our seller success team and our LINK seller program to support the success of sellers on our Marketplace platform. Help formulate engagement plans with sellers regarding promotional plans, inventory, advertising, and oth...

Client Care Representative - Auto Associate

Hub International

Merritt, BC

$40,000–$45,000 a year

Entrepreneurship: We encourage innovation and educated risk-taking. Integrity: We do the right thing every time. Teamwork: We work together to maximize results. Accountability: We measure and take responsibility for outcomes. Serv...

Client Services Associate

Town Of New Tecumseth

Alliston, ON

$23.82–$28.72 an hour

optional OMERS pension plan. free gym membership at Town recreation centres. professional development opportunities. Screens and processes all inquiries regarding facilities, programs and services of the Parks, Recreation and Cult...