Client Relations Assistant
2 weeks ago
We are seeking a highly skilled Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, supporting our consultants, and contributing to the growth and development of our business.
Key Responsibilities:
- Provide administrative and sales support to our consultants and clients
- Develop and maintain strong relationships with clients and stakeholders
- Assist with client onboarding, account management, and transaction processing
- Support business development initiatives and contribute to the growth of our business
- Collaborate with internal teams to ensure seamless client service and support
Requirements:
- 2+ years of experience in a related field, such as wealth management or financial services
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Proficiency in MS Office and CRM software
- IIROC licensing and Canadian Securities Course completion
About Us:
Coastal Community is a leading financial services provider based on Vancouver Island. We are committed to serving our local community and providing exceptional client service. If you are a motivated and results-driven individual with a passion for client relations, we encourage you to apply for this exciting opportunity.
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Client Relations Assistant
2 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, administrative support, and sales assistance to our consultants and clients.Key...
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Client Relations Assistant
2 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, administrative support, and sales assistance to our consultants and clients.Key...
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Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, supporting our consultants, and contributing to the growth and development of our...
-
Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, supporting our consultants, and contributing to the growth and development of our...
-
Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, administrative support, and sales assistance to our consultants and clients.Key...
-
Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, administrative support, and sales assistance to our consultants and clients.Key...
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Client Relations Assistant
2 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob SummaryWe are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, supporting our consultants, and contributing to the growth and development of our business.Key ResponsibilitiesProvide...
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Client Relations Assistant
4 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building relationships, and supporting the growth of our business.Key...
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Client Relations Assistant
4 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building relationships, and supporting the growth of our business.Key...
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Client Relations Assistant
1 month ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantWe are seeking a highly skilled and motivated Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide...
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Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantWe are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide...
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Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantWe are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide...
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Client Relations Assistant
1 month ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantWe are seeking a highly skilled and motivated Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide...
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Client Relations Assistant
2 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob SummaryWe are seeking a highly skilled Client Relations Assistant to join our team at Coastal Community. As a Client Relations Assistant, you will be responsible for providing exceptional customer service, building strong relationships with clients, and supporting our wealth management team.Key ResponsibilitiesProvide administrative and sales support to...
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Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key...
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Client Relations Assistant
3 weeks ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob Title: Client Relations AssistantJob Summary:We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key...
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Client Relations Assistant
1 week ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob SummaryWe are seeking a highly skilled Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.Key ResponsibilitiesProvide administrative and sales support to our team of...
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Client Relations Assistant
6 days ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob DetailsDescriptionKey ResponsibilitiesProvide administrative and sales support to our team of Consultants and clients to develop, build, maintain, attract, and expand relationships.Offer friendly, professional service in an efficient, financially responsible manner.Identify and resolve situations independently or with limited guidance and multitask...
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Client Relations Assistant
7 days ago
Nanaimo, British Columbia, Canada Coastal Community Full timeJob DetailsDescriptionKey ResponsibilitiesProvide administrative and sales support to our team of Consultants and clients to develop, build, maintain, attract, and expand relationships.Offer friendly, professional service in an efficient, financially responsible manner.Identify and resolve situations independently or with limited guidance and multitask...
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