3 personal banker jobs found

The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** + High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly + Provide high level of support to Securities Specialists including but not limited to, client...

ScotiaMcLeod Investment Associate - Markham (Mandarin/Cantonese Speaking) Requisition ID: 260778 ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature **Enriched Thinking** ® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives....

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day. **Job purpose** To support the Order-to-Cash (OTC) process for the China region by managing invoicing, cash allocation, and sector-related inquiries, while ensuring accuracy, efficiency, and timely execution of all transactions. **Duties and responsibilities** + Manage and execute the end-to-end Order to Cash process. + Process customer order and ensure accuracy in order entry. + Generate and send invoices to customers. + Assist in resolving customer billing inquiries and discrepancies. + Perform daily cash allocation activities and clearing. + Maintain...