Client Support Specialist, Wealth Management

4 days ago

Vancouver, Canada VirgoCX Inc Full time

**About Virgo Group**

Founded in 2018, Virgo Group of Companies has been dedicated to offering commission-free cryptocurrency trading services across Canada. Our diverse business lines include VirgoCX, VirgoCX Wealth, and Virgo Digital Asset Management, providing exceptional services that span various aspects of crypto trading. Expanding our footprint further since 2022, we have also built a strong business presence in Australia, the U.S., and more in future. Rooted in a culture of continuous innovation, Virgo Group is prepared to become an integrated global digital asset service provider.

VirgoCX Wealth offers a full-service trade desk for high value transactions combined with direct market access of cryptocurrencies for optimal price execution. We bridge the gap between traditional financial services and the cryptocurrency markets by allowing our clients to have access to a deep pool of crypto and fiat currencies to fill large orders at a desired market price in CAD, USD, HKD, EUR, GBP, SGD, and more.

**Mission and Vision**

Virgo Group’s mission is to provide easy and affordable access for all the clients to buy and sell digital currencies, including Bitcoin, Ethereum, Litecoin, and more. Whether you are new to this world or are experienced, Virgo Group supports you throughout your journey.

As a Client Support Specialist in our Wealth team, you will play a critical role in ensuring the smooth and efficient operation of our platform. Your responsibilities will encompass a wide range of tasks, from optimizing procedures to providing exceptional customer support and conducting data analysis. Additionally, you will assist clients with onboarding procedures to ensure compliance with regulatory requirements and facilitate transactions across different banking platforms.**Responsibilities**:

- Work closely with the Sales and Trading team to drive operational efficiencies and sales excellence;
- Assist clients in the onboarding process, communicate and work closely with clients to ensure onboarding in a timely manner;
- Assist with local event planning, curate private and public events to drive brand recognition and sales;
- Conduct data analysis on key operational metrics to identify trends and provide actionable insights;
- Continuously improve operational procedures and provide recommendations to the management team;
- Handle a varied level of internal and external enquiries;
- Perform any other administrative duties required to support daily operations.

**Requirements**:

- Bachelor's degree in a relevant field;
- Strong attention to detail and a commitment to accuracy;
- Exceptional organizational skills and the ability to prioritize effectively;
- Dedication to teamwork and collaboration;
- Excellent communication skills, both written and verbal;
- Adaptability to thrive in a fast-paced office environment;
- Prior experience in operations within a financial institution or digital asset company is preferred;
- Bilingualism (Mandarin) is a significant asset.

  • Wealth Advisor

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    1 week ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • ScotiaMcLeod Administrative Support Assistant

    7 days ago

    Vancouver, British Columbia, Canada Scotia Wealth Management Full time

    Requisition ID: 243537As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Client Services Associate, Advisor Support

    1 day ago

    Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core...

  • Human Resources Generalist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Full time

    Who we are:Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Human Resources Generalist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Human Resources Generalist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Human Resources Generalist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Full time

    Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance...

  • Investment Product Specialist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Inc. Full time

    **Who we are**: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $14 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and...

  • Business Support Specialist

    1 day ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time $93,000 - $113,000

    Aviso:At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic...