Client Relationship and Fund Administrator
2 weeks ago
**Job Title**: Client Relationship and Fund Administrator
**Location**: Richmond, BC
**Employment Type: Full-time**
**Key Responsibilities**:
- Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.
- Collaborate with internal teams to resolve client issues promptly and efficiently.
- Identify opportunities for clients to optimize their investments, leveraging your industry knowledge.
- Conduct regular client reviews, presenting updates and recommendations based on market trends and client needs.
- Preparing client's statements and managing the records;
- Maintain accurate client records, ensuring data integrity in internal systems.
- Stay up-to-date with trends in the financial consultancy, real estate, and commercial property industries.
**Preferred Qualifications**:
- Language English, Chinese Mandarin is preferred.
- Minimum 3 years of experience in a client-facing role within financial services, banking, real estate brokerage, life insurance brokerage, or related industries.
- Strong knowledge of commercial real estate sectors is a significant advantage.
- Proven ability to manage and grow client relationships.
- Familiarity with investment strategies, or property management.
- Excellent communication and negotiation skills.
- Proficiency in excel software and Microsoft Office Suite.
- Highly organized with attention to detail and the ability to manage multiple accounts.
- Bachelor’s degree in Business, Finance, Real Estate, or a related field.
**Why Join Us?**
- Work with a dynamic team of professionals in commercial real estate property sector.
- Competitive salary and performance-based incentives.
- Opportunities for career growth and professional development.
- Be part of a company that values innovation and client success.
**Job Types**: Full-time, Permanent
Pay: $50,000.00-$80,000.00 per year
**Benefits**:
- Dental care
- Extended health care
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Work Location: In person
Application deadline: 2025-02-01
Expected start date: 2025-02-01
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