Client Service Associate

2 months ago

Vernon, Canada B&C Barker Wealth Group Ltd. dba Fraser Barker Advisory Group Full time

CLIENT SERVICE ASSOCIATE - FRONT DESK / Posting

**_Fraser Barker Advisory Group_** _, _a growing wealth management firm, is seeking a
Client Service Associate to assist us in helping our clients achieve their retirement lifestyle goals. Our goal at Fraser Barker Advisory Group is to create retirement lifestyle solutions that are **clear, simple** and **specific **to each Client. This is your chance to play a key role in the future success of our fast-growing organization

**Description**
The **Client Service Associate** plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the
Client Service Associate is instrumental in making sure clients have a positive experience.

**Responsibilities & Activities**
- Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
- Anticipate and record Clients’ beverage choices.
- Coordinate Client Birthday cards, and recognition of other significant events in

Clients’ lives.
- Handles incoming telephone calls.
- Sorts and distributes the mail.
- Sends periodic client correspondence as required.
- Handles scheduling for the Wealth Advisors in the office.
- Orders and handles office supplies.
- Performs other duties as assigned.

**Knowledge, Skills, & Abilities**
- Requires:

- Excellent interpersonal skills.
- Excellent attitude and an extraordinary client service orientation.
- Superior phone skills—friendly and helpful in all interactions on the phone.
- A genuine interest in serving and caring for other people.
- Excellent organizational and time management skills and ability to multi-task.
- Professional demeanor.
- Proficiency with Microsoft Office Suite.

We offer a great working environment in a beautiful and professional office location.
This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

**Job Types**: Part-time, Permanent

**Salary**: $19.83-$20.85 per hour

Expected hours: 25 per week

Flexible Language Requirement:

- French not required

Schedule:

- Day shift

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person

Application deadline: 2024-02-09
Expected start date: 2024-02-12

  • Customer Service Associate

    2 weeks ago

    Vernon, Canada Savers Full time

    Description Job Title: Customer Service Associate Pay: 16.75$- 17.50$ Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Customer Service Associate

    1 week ago

    Vernon, Canada Savers Full time

    Description Job Title: Customer Service Associate Pay: 16.75$- 17.50$ Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Seasonal Merchandising Service Associate

    2 weeks ago

    Vernon, Canada Lowe's Full time

    What You Will DoAll Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:Being friendly and professional, and engaging vendors and associates to meet store needs.Ensuring signage, pricing information, and...

  • Seasonal Merchandising Service Associate

    2 weeks ago

    Vernon, Canada Lowe's Full time

    What You Will DoAll Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:Being friendly and professional, and engaging vendors and associates to meet store needs.Ensuring signage, pricing information, and...

  • Seasonal Merchandising Service Associate

    2 weeks ago

    Vernon, Canada Lowe's Full time

    What You Will DoAll Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:Being friendly and professional, and engaging vendors and associates to meet store needs.Ensuring signage, pricing information, and...

  • Seasonal Merchandising Service Associate

    1 week ago

    Vernon, Canada Lowe's Full time

    What You Will DoAll Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:Being friendly and professional, and engaging vendors and associates to meet store needs.Ensuring signage, pricing information, and...

  • Seasonal Merchandising Service Associate

    1 week ago

    Vernon, Canada Lowe's Full time

    What You Will DoAll Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means:Being friendly and professional, and engaging vendors and associates to meet store needs.Ensuring signage, pricing information, and...

  • Client Service Representative

    2 months ago

    Vernon, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    3 weeks ago

    Vernon, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Accounting Associate

    2 months ago

    Vernon, Canada Blitt and Gaines, P.C Full time

    Seeking someone with strong data entry skills in a fast paced accounting department. Accounting associate will handle processing payments by coding and scanning them into our payment system. They will post payments to customers’ accounts accurately and efficiently. The accounting associate is also responsible for handling unposted payments and...

  • Accounting Associate

    2 months ago

    Vernon, Canada Blitt and Gaines, P.C Full time

    Seeking someone with strong data entry skills in a fast paced accounting department. Accounting associate will handle processing payments by coding and scanning them into our payment system. They will post payments to customers’ accounts accurately and efficiently. The accounting associate is also responsible for handling unposted payments and...

  • Accounting Associate

    2 months ago

    Vernon, Canada Blitt and Gaines, P.C Full time

    Seeking someone with strong data entry skills in a fast paced accounting department. Accounting associate will handle processing payments by coding and scanning them into our payment system. They will post payments to customers’ accounts accurately and efficiently. The accounting associate is also responsible for handling unposted payments and...

  • Supervisor, Client Services

    2 weeks ago

    Vernon, Canada City of Vernon Full time

    **Supervisor, Client Services - RCMP**: **_(Regular)_** **Competition #**:94-COV-23 **Closing Date**:Internal applicants - May 15, 2023 **External applicants - May 22, 2023** **Rate of Pay**:$39.15 per hour (as per CUPE, Local 626, Vernon Civic Employees Collective Agreement) **Band**:10 - Schedule A (as per CUPE, Local 626, Vernon Civic Employees...

  • Inventory Associate

    2 weeks ago

    Vernon, Canada WIS International Full time

    Job Posting: **INVENTORY ASSOCIATE** **Overview** The Inventory Associate (IA) is responsible for physically counting inventory with handheld inventory counting equipment for retail clients across various locations and expected to accurately input information into the WIS equipment. The Inventory Associate embodies the company SPIRIT values of Service,...

  • Favoriser l’inclusion des personnes en situation de ...

    2 months ago

    Vernon, Canada Service Civique Full time

    En quelques mots... Favoriser l’inclusion des personnes en situation de handicap et S’ENGAGER POUR LES JEUX OLYMPIQUES ET PARALYMPIQUES 2024 – GÉNÉRATION 2024.Favoriser la pratique chez les personnes ayant un handicap.Votre mission de Service CiviqueObjectifs• Participer à l’organisation d’événements phares pour promouvoir les valeurs...

  • Favoriser l’inclusion des personnes en situation de ...

    1 week ago

    Vernon, Canada Service Civique Full time

    En quelques mots... Favoriser l’inclusion des personnes en situation de handicap et S’ENGAGER POUR LES JEUX OLYMPIQUES ET PARALYMPIQUES 2024 – GÉNÉRATION 2024.Favoriser la pratique chez les personnes ayant un handicap.Votre mission de Service CiviqueObjectifs• Participer à l’organisation d’événements phares pour promouvoir les valeurs...

  • Associate Lawyer

    2 weeks ago

    Vernon, British Columbia, Canada GPAC Full time

    Associate Lawyer General Civil LitigationOverview: Our client is seeking a talented associate to work with general civil litigation files. The successful candidate ideally will have experience with general civil litigation files and estates litigation cases. Experience within commercial litigation, construction, family law, or employment law may be...

  • Associate Lawyer

    1 week ago

    Vernon, British Columbia, Canada GPAC Full time

    Associate Lawyer General Civil LitigationOverview: Our client is seeking a talented associate to work with general civil litigation files. The successful candidate ideally will have experience with general civil litigation files and estates litigation cases. Experience within commercial litigation, construction, family law, or employment law may be...

  • Service Coordinator

    2 weeks ago

    Vernon, Canada Care Systems Services Full time

    At Care Systems Services, we are a local HVAC, DDC & Electrical contractor specializing in commercial, institutional, and light industrial construction. Although located in Vernon, we offer full-service building operation supports throughout British Columbia and Southern Alberta. Over the past 25 years, Care Systems has installed control systems in over 200...

  • Sales Associate

    1 week ago

    Vernon, Canada 7-Eleven Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...