Client Services Associate
10 hours ago
Associate Financial Advisor & Associate Portfolio Manager at RGF Integrated Wealth Management RGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry. We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills, in a supportive working environment, we’d love to hear from you. Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$68K dependent on licensing and experience. Skills and Requirements Post‑secondary education – BComm/BBA, Financial Management Diploma from BCIT or equivalent Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) an asset; securities license preferred Knowledge of mutual‑fund/securities products, regulations, policies, and procedures Knowledge of insurance products, regulations, policies, and procedures Excellent typing and computer skills – MS Office, database experience Excellent interpersonal, verbal, and written communication skills Strong organizational skills and attention to detail Ability to work independently and as a team member Proven prioritizing and multitasking skills to meet deadlines in a fast‑paced environment Strong desire to provide high‑quality client service2+ years of experience in a financial services environment an asset Duties and Responsibilities Organizational and administrative support to Financial Advisor and team Client meeting support: respond to client inquiries, schedule meetings, prepare meeting materials, maintain database, assist with research, analysis, financial plans, client statements, quotes, marketing support Securities, mutual funds, life and disability insurance processing and follow‑up Product reporting Please note: Only those applicants selected for an interview will be contacted. Seniority Level Entry level Employment Type Full‑time #J-18808-Ljbffr
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Client Services Associate
7 days ago
Vancouver, Canada Peeple Inc Full timeOur client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio Manager, the...
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Client Service Associate
1 week ago
Vancouver, Canada Onboarding Direct Full time**Who**: To provide top quality client service, administration support to Portfolio Managers. This role is a superb opportunity to join a high-performance, tight-knit team of professionals. Our client is an awesome place to work with a superb corporate culture. Did we mention this organization is fantastic? This organization is in Downtown Vancouver close to...
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Client Services Associate
4 days ago
Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full timeRGF Integrated Wealth Management, a well-established, financial planning company located in Vancouver, has an immediate exciting opportunity for aClient Services Associatewho can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and...
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Client Service Associate
2 weeks ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Gastown store is looking to fill the key role of part time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. Weekend availability is required. Currently this is a part time position, which has potential to become eventually become full...
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Client Service Associate
2 weeks ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Kitsilano clothing store is looking to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. Fashion retail experience is required. **Duties and responsibilities include**: - Providing exceptional customer service...
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Client Service Associate
6 days ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Gastown store is looking to fill the key role of part time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. Weekend availability is required. **Duties and responsibilities include**: - Providing exceptional customer service at all times -...
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Client Service Associate
1 week ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Gastown store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...
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Client Service Associate
6 days ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Kitsilano footwear store is looking to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...
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Client Service Associate
1 day ago
Vancouver, Canada Gravity Pope Full timeOur Vancouver Kitsilano shoe store is looking to fill the key role of part or full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...
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Private Client Service Associate
2 weeks ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of...
