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Client Services Associate

1 month ago

Vancouver, Canada Peeple Inc Full time

Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. 

They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio Manager, the Associate, Client Services role is primarily responsible for ensuring clients are extremely satisfied with the services being provided and that systems and processes are developed and maintained to support the growing business. 

Responsibilities: 

  • Communicate efficient and effective to solve client requests 
  • Manage team phone lines and voicemail
  • Participate in projects to increase operational efficiency, and helping to develop the wealth business using various marketing initiatives
  • Provide day-to-day administrative support to the Investment advisor and team
  • Assist in providing high level of calendar management
  • Assist with processing expense reports in a timely and accurate manner, tracking expenses, and preparing tax related documents for accountants and Family Offices
  • Prepare and assist in the preparation of business correspondence, presentations, reports, memos, letters, and spreadsheets
  • Support IA with technology by troubleshooting issues with video, audio, and Apple products
  • Assist with maintaining various databases (SalesForce), maintain and keep organized records/files for business and personal document

Skills & Qualifications:

  • Excellent verbal and written communication skills complemented by exceptional interpersonal skills
  • Able to legally work in Canada
  • Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and licensed with CIRO
  • 2-3 years of related experience, with a well-rounded knowledge of the securities industry
  • An undergraduate degree or higher level of education is an asset;
  • Ability to demonstrate a high level of discretion and confidentiality
  • Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication;
  • Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment
  • Excellent teamwork skills complemented by the ability to work well independently
  • Advanced proficiency in Microsoft Office, Outlook, Adobe Acrobat, DocuSign, Zoom, and Salesforce
  • Wants to work within a winning team culture which is striving for excellence
  • Authentic, Competent, and Trustworthy.


About Peeple Inc:

Peeple Inc. is a Vancouver-based  People Development organization specializing in Management Search, Executive coaching, and development. We're dedicated to helping companies build and develop world-class teams and assisting job seekers to find incredible employers. Applicants can expect thorough communication, an in-depth evaluation of their background and abilities, complete confidentiality, and our continuing care and expertise in matching candidates to roles that provide the best fit possible.    

Peeple Inc. and the clients we represent are committed to an inclusive and discrimination-free workplace, as well as complete compliance with the B.C. Human Rights Code, Canadian Human Rights Act, and the Employment Equity Act.

Application and Timeline:   

We encourage interested applicants to apply as soon as possible as our client is keen to welcome their newest team member. Interviews will take place as resumes are submitted through the Peeple Inc. website.