We are looking for a dedicated and detail-oriented Project Assistant to join our team on a long-term contract basis. This position offers a hybrid work arrangement, requiring three days per week in the office in Toronto, Ontario. Bilingualism in English and French is preferred, though English is mandatory. As part of the Service Delivery Team, you will play a critical role in managing client relationships and ensuring their needs are met efficiently and professionally.<br><br>Responsibilities:<br>• Serve as a key liaison between clients and internal operational teams to ensure seamless communication and resolution of issues.<br>• Coordinate efforts across departments to maintain strong client relationships and address their business needs effectively.<br>• Provide guidance to clients on company policies, procedures, and available services to support their operations.<br>• Manage client inquiries and escalate concerns as needed to achieve timely and thorough resolutions.<br>• Conduct regular meetings with clients to review service performance, document concerns, and implement actionable follow-ups.<br>• Represent the organization professionally during client meetings and business events.<br>• Offer recommendations for process improvements to enhance client satisfaction and operational efficiency.<br>• Maintain up-to-date knowledge of company systems, procedures, and regulatory requirements to support client services.<br>• Support training initiatives by educating clients on relevant policies and systems impacting their business.<br>• Collaborate with internal teams to proactively complete tasks and ensure high-quality service delivery.
We are looking for a dedicated and detail-oriented Front Desk Coordinator to join our team on a long-term contract basis in Toronto, Ontario. This hybrid role requires a minimum of three days per week in the office, with new team members expected to spend additional time on-site. Reporting to the Manager, this position plays a crucial role in supporting Portfolio Managers and Introducing Brokers by ensuring exceptional service delivery and fostering strong client relationships.<br><br>Responsibilities:<br>• Develop and nurture strong client relationships by coordinating efforts across internal departments and divisions.<br>• Maintain high standards of customer service by keeping clients informed about new products, services, and developments relevant to their business needs.<br>• Promptly resolve client issues while identifying opportunities to enhance policies and procedures for improved service delivery.<br>• Review and approve daily administrative tasks, including bank transfers, foreign exchanges, de-registrations, and internal account transfers.<br>• Act as a liaison between clients and operational teams to ensure tasks are completed efficiently and proactively.<br>• Organize and document regular client meetings, addressing service and operational concerns while following up to ensure resolution.<br>• Provide clients with training and guidance on company policies and procedures that impact their business operations.<br>• Offer recommendations for process improvements to strengthen client relationships and enhance overall service quality.<br>• Represent the company professionally at client meetings and business functions.
