Client Service Specialist

1 week ago

Vancouver, British Columbia, Canada ModernAdvisor Full time $60,000 - $90,000 per year

JOB COMPANY:

ModernAdvisor is a fast-growing, technology-enabled portfolio manager focused on delivering exceptional client experiences through proprietary technology, efficient operations, and high-quality investment management. We're looking for a
Client Support Specialist
to join our team and help deliver an exceptional experience to our clients and referral partners.

JOB STATEMENT:

ModernAdvisor is seeking an experienced, service-oriented Client Support Specialist to support our investment clients and partner financial advisors.

In this role, you'll be a key point of contact—helping clients navigate their accounts, resolving inquiries efficiently, and ensuring every interaction feels seamless. Success requires exceptional communication skills, strong attention to detail, and the ability to understand and fulfill client needs with clarity and empathy.

You'll bring a solutions-focused mindset, a passion for delivering outstanding service, and ideally experience in personal finance or investment-related support. As part of our client support team, you'll play a critical role in creating a positive, effortless client experience from start to finish.

If you're a natural communicator with a friendly, professional presence and a genuine desire to help clients succeed, we'd love to meet you.

ESSENTIAL FUNCTIONS:

  • Deliver exceptional service to ModernAdvisor clients and partner financial advisors through live chat, phone, and email.
  • Support client and advisor requests for updates to account documents and profile information.
  • Positively contribute to the overall client experience with a friendly, solutions-oriented approach.
  • Respond to client and advisor inquiries, referring investment-related questions to one of our portfolio managers when appropriate.
  • Support ongoing monitoring of the live chat, email inbox, and client support phone line to ensure timely responses.
  • Liaise with our custodians to help resolve client questions and operational issues.
  • Track outstanding queries and issues to ensure they are followed through to complete resolution.

QUALIFICATIONS:

  • Post-secondary degree in business, finance, marketing, or a related field.
  • Background in personal finance and/or the investment industry.
  • Experience as a Client Support Specialist or in a similar client-facing role.
  • Demonstrated ability to meet and exceed service-level commitments.
  • Trustworthy, reliable, punctual, and able to work independently with minimal supervision.
  • Proficient with technology platforms such as Google Workspace and Microsoft 365, with the ability and willingness to learn new software tools.
  • A strong "client-first" mindset and commitment to delivering exceptional service.
  • Excellent written and verbal communication skills.
  • Strong problem-solving abilities and sound judgment.
  • Effective team player who thrives in a collaborative environment.

  • Client Support Specialist

    1 week ago

    Vancouver, British Columbia, Canada ModernAdvisor Full time $55,000 - $65,000 per year

    ModernAdvisor is a fast-growing, technology-enabled portfolio manager focused on delivering exceptional client experiences through proprietary technology, efficient operations, and high-quality investment management. We're looking for a Client Support Specialist to join our team and help deliver an exceptional experience to our clients and referral...

  • Client Relation Specialist

    1 day ago

    Vancouver, British Columbia, Canada iA Financial Group (Industrial Alliance) Full time $50,000 - $55,000 per year

    DescriptionClient Relation SpecialistSector: Administration, dealer services/ Temporary / 1 year / Full time / Hybrid / Vancouver / Montréal / Number of position: 1 / Start date: as soon as possibleBuild the future with usAre you passionate about customer service and eager to contribute to a company whose purpose is to help clients feel confident and secure...

  • Service Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada The Canada Life Assurance Company Full time $56,000 - $83,900

    Base + Comm - We are looking for a Service Specialist.As a Service Specialist, you will be responsible for providing excellent customer service to our clients and Advisors.  You will be a key part of the Canada Life Group Customer team, working with sales and service roles across multiple offices to achieve common goals, and delight our customers. ...

  • Service Specialist

    6 days ago

    Vancouver, British Columbia, Canada Sun Life Full time $60,000 - $97,000

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Service Specialist

    20 hours ago

    Vancouver, British Columbia, Canada London Drugs Full time

    Not just a job…a communitya partnershipa team You'll experience them all at London Drugs. As one of Canada's fastest-growing and most successful retail chains, we know what it takes to build a satisfying career. We are seeking innovative, customer focused people to join our team We currently have opportunities for: Service Specialist The Service...

  • Tax Specialist, Tax Preparation Services

    1 week ago

    Vancouver, British Columbia, Canada Raymond James Full time $45 - $50

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Tax Specialist, Tax Preparation Services (Contractor)How...

  • Sales Specialist

    1 week ago

    Vancouver, British Columbia, Canada Bravo Rewards Full time $60,000 - $80,000 per year

    Company DescriptionBravo Rewards is Canada's fastest-growing Scan-Pay-Earn network. We help turn empty tables into predictable revenue through rewards, AI insights, and a data-driven dining marketplace. Our innovative approach enhances customer engagement and drives business growth for restaurants across Canada.Role DescriptionThis is a full-time on-site...

  • Client Services

    1 week ago

    Vancouver, British Columbia, Canada Dept Full time $60,000 - $90,000 per year

    Please note, this is not a live role. If you would like to be considered for any future Account Management/Client Services positions at DEPT, please submit an application and we will be in touch when a suitable opportunity arises.This role is part of our Personalised Content team. We create emotive yet conversion-focused ideas, products and campaigns at...

  • Tax Specialist, Tax Preparation Services

    1 week ago

    Vancouver, British Columbia, Canada Raymond James Full time $93,600 - $104,000 per year

    2500730At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Tax Specialist, Tax Preparation Services (Contractor)How...

  • Operations Specialist, Regulatory Services

    5 days ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time $60,000 - $90,000 per year

    Job DescriptionWhat is the role?As an Operations Specialist, Regulatory Services, you will apply your subject matter expertise and be the first point of contact for RBC clients and business partners for complex/specialized operations and exception processing and/or complex/critical governance/regulatory requirements due diligence.  You will provide...