Client Solutions Associate, Private Client Services

**Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, British Columbia** We are looking for the next **Private Client Services Associate **to join our Calgary office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You...

**Private Trust Client Service Associate**: - 414746BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Temporary **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

**Private Banking Client Service Associate**: - 416338BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

**Private Banking Client Service Associate**: - 426527BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

**PIC Private Client Service Associate**: - 431417BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $23 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada. We are looking for an Associate to support our team of Portfolio Managers and work alongside our...

_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. **Private Client Group...

**Associate, Client Solutions** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** We are an award-winning client service team, responsible for managing all aspects of CC&L’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of...

OverviewGallagher, a leading insurance broker, is seeking an experienced Client Solutions Manager to join our Private Client Services team. This role offers a competitive salary and excellent benefits.About the RoleYou will be responsible for managing a designated portfolio of high net worth clients, providing exceptional service and ensuring their insurance...

We are seeking an ambitious student with a strong academic track record to join our Asset Mix team as an intern. The successful candidate will have at least one previous work term in a similar role and a solid understanding of capital markets and financial concepts.ResponsibilitiesReview client account details and verify trade restrictionsReview Asset mix...

Description : This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the...

VRS has been creating housing solutions and services for clients in British Columbia for 50 years. Our story is one rooted in integrity, perseverance and inspiration. Beginning our journey as a non-profit serving persons with disabilities, we now proudly serve thousands of individuals throughout the province including seniors and families. At VRS we believe...

Job Title: Associate Client PartnerWe are seeking a highly motivated Associate Client Partner to join our team at 0023 DXC Technology Deutschland Consulting GmbH. As a key member of our team, you will be responsible for developing customers to increase the company's market share in Public Sector in Germany.Responsibilities:* Develop customers to increase the...

Requisition ID: 205276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

Requisition ID: 190043 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...

**Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. **TD Private...

**Work Location**: Vancouver, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for commission based earnings. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized...

About the Role:We're seeking a detail-oriented and customer-focused Client Service Associate to join our team at TD Private Wealth Management.As a Client Service Associate, you will provide dedicated administrative support to Investment Advisors and teams, ensuring seamless client experiences.Key Responsibilities:Prepare documentation and updates for client...

Is this role right for you? Requisition ID: 205276 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice...

Overview As a Client Solutions Manager on the Private Client team, you will be managing a longstanding and valued book of business, working directly with clients and delivering the client service excellence Gallagher is so well known for. Whether that means guiding clients through their policy renewal cycle, handling policy changes, or resolving billing...