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Surrey, British Columbia, Canada Mann Group Full timeAbout Mann GroupMann Group is a leading real estate development, construction, and property management company with a proven track record of delivering high-quality projects across Canada. Our commitment to excellence and customer satisfaction has earned us the prestigious 'Great Place To Work' certification.We are seeking an experienced Senior Accounting...
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Surrey, British Columbia, Canada Mann Group Full timeAbout Mann GroupMann Group is a leading real estate development, construction, and property management company with a proven track record of delivering high-quality projects across Canada. Our commitment to excellence and customer satisfaction has earned us the prestigious 'Great Place To Work' certification.We are seeking an experienced Senior Accounting...
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Account Manager
2 months ago
F R C LOGISTICS LTD. is seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, supervising staff, analyzing clients' financial records, and developing financial plans for clients.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Financial Planning: Develop comprehensive financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning.
- Staff Supervision: Supervise and mentor staff to ensure they have the necessary skills and knowledge to provide excellent client service.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for financial planning.
- Product Sales: Arrange for the sale of financial products and investments to clients.
- Underwriting: Underwrite new issues of stocks and bonds for clients.
- Education: Secondary (high) school graduation certificate or equivalent experience.
- Experience: 1 year to less than 2 years of experience in a related field.
- Language: Fluency in English.
- Work Hours: 40 hours per week.