Client Services Associate
4 days ago
**Client Services Associate**
**Vancouver, British Columbia, Canada**:
Current Opportunities
If you are looking to progress your career, look no further than Baker Tilly WM.
Baker Tilly WM LLP is a leading midsize accounting and advisory Firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies, emerging businesses, and owner-managed businesses.
Outside our two offices, we also draw on the specialty services provided by partners from across the Baker Tilly Canada network and globally through our affiliation with Baker Tilly International.
At Baker Tilly WM, we foster a meaningful career and the opportunity to influence tomorrow for your clients, your profession, and your community. Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations, and great futures.
Baker Tilly WM LLP is currently looking for an experienced and collaborative individual to join our growing Family Office practice as a Client Services Associate. This individual will be an integral part of the Firm, supporting our new and dynamic Family Office department by being involved in the strategical growth of the practice, crafting customized solutions that satisfies our client’s unique needs. It’s an exciting time to be a part of this growing and specialized group that has big ambitions.
This position will be working directly with the Partners of the Family Office practice to build long lasting relationships with clients and increase existing client engagements. The purpose of this role is to ensure client satisfaction is achieved in accordance with business goals. Duties include working directly with clients and overseeing the implementation of client services strategies.
**Your primary responsibilities will include**:
**Your primary responsibilities will include**:
- Act as point of contact for existing clients and nurture relationships by evaluating, assessing, and anticipating client’s needs
- Collaborate with various business groups within the Firm to provide services for strategic planning, tax planning, estate and succession planning, tax optimization strategies, and independent wealth oversight
- Support the Firm to identify potential high net worth clients and foster strategic relationships
- Support Partners to drive and deliver successful client engagements
- Contribute towards proposal process and recommend potential solutions and value-added services to the clients
- Liaise with Client’s professional team to coordinate actions and communicate client objectives
- Be a brand ambassador for Baker Tilly WM LLP’s Family Office and build a presence in the market.
- Bachelor's degree or diploma in Business Administration or a related field
- 5-7 years of relevant experience in customer service with significant emphasis on building and managing client relationships
- Financial, Business, Investment, Banking or Insurance experience is considered an asset
- Strong knowledge of client engagements and service
- Self-accountable and organized
- Detail-oriented with follow-through skills
- Exceptional communications skills, both verbal and written
- Works well in a fast-paced, high-volume organization with a diverse portfolio of work
- Willingness to speak up and connect with high-net-worth individuals to create meaningful relationships
- Ability to be flexible in a dynamically changing and growing practice area
- Occasional travel required
**What’s in it for you?**
- Hands-on experience working with High Net Worth individuals and Families
- Truly make a difference - Have a say in the direction of the Family Office strategic growth
- Endless opportunities for career growth as the Family Office practice continues to grow
- Competitive total compensation package including extended health care, dental, and group life insurance benefits
- Vacation (3+ weeks/year)
- Health and Wellness Spending Account
- Paid overtime
- Continuing Professional Development courses are provided to maintain your designation as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues.
- An open-door culture promoting interaction with all staff levels, including partners
- A fully stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
- Overtime meal and parking reimbursements
- A smart casual dress code (client/day specific)
- Client referral, employee referral, and vehicle purchase incentives
- Many entertaining social events throughout the year
Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the globa
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