Customer Service Manager jobs in the Financial Services industry

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Customer Service Representative-1800014121 You have a passion for helping others. As a Customer Service Representative, you will support customer requests related to banking services including handling transactions and supporting customers who walk into the branch. By proactively identifying customer needs and initiating referrals to appropriate team members, you will contribute to the results and...
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Financial Services Manager in Training-1800013919 As a Financial Services Manager, you will: Be a key member of a collaborative and versatile branch team Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs Help ...
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Reporting to the Director, Third Party Residential Underwriting, the Manager manages a team of Underwriters, Fulfillment Specialists, and Funders in meeting the goals of the Residential Underwriting Division in Montreal, Quebec. Under their guidance and leadership, the team is responsible for the assessment of mortgage applications in making lending decisions in adherence with the established mort...
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Associate, Customer Contact Centre-1800013975 Launch your career in financial services by joining our all-star team of customer experience professionals. As a BMO Customer Contact Centre Associate, your passion for providing meaningful advice-based interactions with customers will ensure successful outcomes for both our customers and your career. As a Customer Contact Centre Associate, you will: A...
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Inside Wholesaler - Investments-1800013907 The Inside Wholesaler is responsible for generating sales of Retail Investment products (BMO Mutual Funds, BMO ETFs) through financial intermediaries including financial planners and stockbrokers in an assigned region in partnership with external wholesalers (RSMs). KEY ACCOUNTABILITIES: Sales & Channel Support Under the general direction of the RVP, this...
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Estate & Insurance Marketing Associate - licensed-1800011593 Under the direction of the Operations Manager, this role is responsible for supporting the Estate & Insurance Advisor (EIA) with the goal of growing overall insurance sales. The role is responsible for professionally and efficiently responding competently to basic inquiries and referring clients to appropriate staff as needed. KEY ACCOUN...
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Program Director- Workplace Experience-1800010869 You’re an expert in building relationships, thrive in a culture of innovation, have proven to lead design based solutions that encompass large multifaceted groups, have a service mentality and customer-focused thought process, and understand the importance of workplace efficiency and employee motivation. We’re looking for you, a creative problem so...
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BMO Harris Bank - Kansas City, MO, 64116(5 days ago)
Retail Relationship Banker – FT Floater-Briarcliff, MO -1800006018 Building relationships that go above and beyond, you’ll become the go-to person for customers looking for banking advice. As a Retail Relationship Banker, you’ll become an expert in our products and services and build a career where you’ll learn, grow and develop your skills. As a Retail Relationship Banker, you will: Assess the ne...
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Trilingual Associate Contact Centre (Fluency is Cantonese, Mandarin & English)-1800013944 Launch your career in financial services by joining our all-star team of customer experience professionals. As a BMO Customer Contact Centre Associate, your passion for providing meaningful advice-based interactions with customers will ensure successful outcomes for both our customers and your career. As a Cu...
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Do you like solving problems in a fast-paced environment? We are currently looking for a Bank Transaction Officer (Estate - Liquidation Assets/Liabilities) for a leading Canadian-based global financial institution in Mississauga Ontario. As a Bank Transaction Officer (Estate - Liquidation Assets/Liabilities) you will work with their three major businesses - Retail and Business Banking, Wealth Mana...
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Do you like solving problems in a fast-paced environment? We are currently looking for an Operations Support Specialist for a leading Canadian-based global financial institution in Mississauga Ontario. As an Operations Support Specialist you will work with their three major businesses - Retail and Business Banking, Wealth Management, and Capital Markets. Contract Start Date: * Monday, July 23, 201...
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Regional Director, HNW Wealth Planning-1800013382 MANDATE: The Regional Director, HNW Wealth Planning leads a team of professionals in the field of financial, tax and estate planning who are responsible for managing the provision of comprehensive wealth planning services to BMO Private Banking and BMO Nesbitt Burns clients. The incumbent is responsible for leading the strategy to integrate wealth ...
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Company: Global family of companies Location: Richmond Hill, ON Position: Business Processing Administrator (temporary full-time) Department: Global Maxfin Investments Inc. Reports to: Operations Senior Manager Global Financial is a market leader in providing Canadian families with financial services and peace of mind, through our network of over 1200 established sales associates across Canada, an...
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