Client Services Associate

3 weeks ago


Vancouver, Canada Peeple Inc Full time

Our 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 Associate, Client Services role is primarily responsible for ensuring clients are extremely satisfied with the services being provided and that systems and processes are developed and maintained to support the growing business.

**Responsibilities**:

- Communicate efficient and effective to solve client requests
- Participate in projects to increase operational efficiency, and helping to develop the wealth business using various marketing initiatives
- Provide day-to-day administrative support to the Investment advisor and team
- Assist in providing high level of calendar management
- Assist with processing expense reports in a timely and accurate manner, tracking expenses, and preparing tax related documents for accountants and Family Offices
- Prepare and assist in the preparation of business correspondence, presentations, reports, memos, letters, and spreadsheets
- Support IA with technology by troubleshooting issues with video, audio, and Apple products
- Assist with maintaining various databases (SalesForce), maintain and keep organized records/files for business and personal document

**Skills & Qualifications**:

- Excellent verbal and written communication skills complemented by exceptional interpersonal skills
- Able to legally work in Canada
- Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and licensed with CIRO
- 2-3 years of related experience, with a well-rounded knowledge of the securities industry
- An undergraduate degree or higher level of education is an asset;
- Ability to demonstrate a high level of discretion and confidentiality
- Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication;
- Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment
- Excellent teamwork skills complemented by the ability to work well independently
- Advanced proficiency in Microsoft Office, Outlook, Adobe Acrobat, DocuSign, Zoom, and Salesforce
- Wants to work within a winning team culture which is striving for excellence
- Authentic, Competent, and Trustworthy.



  • Vancouver, Canada Peeple Inc Full time

    Our 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...


  • Vancouver, Canada Peeple Inc Full time

    Our 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...


  • Vancouver, Canada Gravity Pope Full time

    Our 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 -...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    We're looking for a highly motivated and detail-oriented Individual to join our team as an Institutional Client Service Associate. This role will be based in Vancouver, BC.About the RoleAs an Institutional Client Service Associate, you will play a key role in supporting our institutional business development activities. Your primary responsibilities will...


  • Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **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...


  • Vancouver, Canada MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund...


  • North Vancouver, Canada VRS Client Services Society Full time

    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...


  • Vancouver, Canada Leith Wheeler Investment Counsel Full time

    Leith Wheeler Investment Counsel Ltd. Is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $28 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...


  • Vancouver, Canada Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

  • Client Services

    5 months ago


    Vancouver, Canada Monex1 Currency Exchange Full time

    **Position Summary**: We are on the lookout for a proactive and meticulous **Client Services & Operations Associate** to join our robust team at MONEX1. Serving as the cornerstone of our daily operations, you will be entrusted with the execution of cash handling, customer engagement, and administrative oversight. With a focus on efficiency and accuracy, your...


  • Vancouver, Canada Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...


  • Vancouver, Canada Gallagher Full time

    About Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will...


  • Vancouver, Canada Leith Wheeler Investment Counsel Full time

    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...


  • Vancouver, Canada TD Bank Full time

    **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...


  • Vancouver, Canada TD Bank Full time

    **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...


  • Vancouver, Canada TD Bank Full time

    **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...


  • Vancouver, Canada TD Bank Full time

    **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...


  • Vancouver, Canada Aura Office Environments Full time

    **About Us** Aura is a leading design-build firm in Vancouver, BC. Aura is known for transforming workspace “auras” into environments where people love to work. This is one of the 2 ways that we bring our purpose to life. Aura’s fundamental purpose is to positively impact people. As well as transforming spaces to enable incredible performance we also...


  • Vancouver, Canada Marsh Full time

    **Associate Client Executive** **What can you expect?** As the Associate Client Executive, you will support the Client Executive and together be accountable for all solutions and resource delivery to large Affinity clients. You will partner with various internal and external resources to provide unique client solutions. You will be responsible for growing...


  • Vancouver, Canada TD Bank Full time

    **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...