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CLIENT SOLUTION ASSOCIATE

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...

CompanyView Other Gallagher Offers
AddressCalgary, AB
CategoryAccounting
Job type• Full time
Date Posted 4 weeks ago See detail

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Wealth Management Associate in the Private Banking

National Bank Of Canada

Quebec City, QC

Assist advisors or private advisors with the administrative tasks related to managing clients' accounts. Offer top-quality customer service, prepare client meetings, and act as a resource person for questions related to products,...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Private Banker, Very High Net Worth Clients

View Other Rbc - Royal Bank Offers

Montreal, QC

Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new VHNW household acquisition and delivering an exceptional and personal client experience. Introduce your Client Relationship Team: the...

a month ago seen See more...

Private Banker, Very High Net Worth Clients

View Other Rbc - Royal Bank Offers

Laval, QC

Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new VHNW household acquisition and delivering an exceptional and personal client experience. Introduce your Client Relationship Team: the...

a month ago seen See more...

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...

a month ago seen See more...

Private Banker, Very High Net Worth Clients

Rbc Royal Bank

Quebec

Lead with a growth mindset, focusing on whats possible to ensure profitable growth through new VHNW household acquisition and delivering an exceptional and personal client experience. Introduce your Client Relationship Team: the...

a month ago seen See more...

Private Banker, Very High Net Worth Clients

Rbc Royal Bank

Laval, QC

Lead with a growth mindset, focusing on whats possible to ensure profitable growth through new VHNW household acquisition and delivering an exceptional and personal client experience. Introduce your Client Relationship Team: the...

a month ago seen See more...

Private Trust Associate

View Other Scotiabank Offers

Hamilton, ON

Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated...

a month ago seen See more...

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...

a month ago seen See more...

Private Trust Associate

Scotiabank

Hamilton, ON

Competitive

Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Set up client and asset information on the Trust...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Private Banking Associate

Rbc Royal Bank

Richmond Hill, ON

Must-have Minimum of 2 to 3 years of banking experience Strong written and verbal communication skills in English and French Strong working knowledge of Microsoft Office Suite Proven client service skills Excel...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Private Equity Fund Administration Product - Sr. Associate

Jpmorgan Chase & Co

Toronto, ON

Supports the development of our product strategy and roadmap. Collects and analyzes metrics on product performance to inform decision-making. Contributes to solution discovery through collaboration with cross-functional teams to i...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Private Banking Associate

View Other Rbc - Royal Bank Offers

Richmond Hill, ON

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensati...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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What are the top cities open Private Client Associate jobs?

There are open Private Client Associate jobs in several cities including Halifax, Vancouver,

What companies are hiring for Private Client Associate jobs?

The top companies hiring now for Private Client Associate jobs are RBC Royal Bank , View other RBC - Royal Bank offers,

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