Client Services Associate
$45k - $60k per yearFull-time
RGF Integrated Wealth Management
Company Description
RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry.
We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we’d love to hear from you.
The position is a hybrid model with initial time solely in our offices and then a hybrid of remote and in-office work.
Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$60K dependent on licensing and experience.
Skills and Requirements
- University Degree – BBA, BCom or BA
In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset.
- Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred
- Strong organizational skills and attention to detail
- Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment
- Strong desire to provide high-quality client service
- Knowledge of mutual fund/securities products, regulations, policies, and procedures
- Excellent typing and computer skills - MS Office, database experience
- Excellent interpersonal, verbal, and written communication skills
- Ability to work independently and as a team member
- 2+ years of experience in a financial services environment is an asset
Duties and responsibilities
- Organizational and administrative support to Financial Advisor and Team
- Client meeting support (client inquiries, scheduling, database maintenance, assistance with research, analysis, financial plans, client statements, quotes, marketing support)
- Securities, mutual funds, life and disability insurance processing and follow-up
- Product reporting
Benefits
- Comprehensive Health and Dental Benefits
- Health Care and Taxable Wellness Spending Accounts
- Continuing Education Opportunities, Employee Assistance Program, Life Insurance
- Three weeks of Vacation per year as well as paid personal days
- RRSP matching
- Monthly engagement events and activities
To Apply
Please e-mail your cover letter (including salary expectations) and resume to Hamed Haddadi at ***email_hidden*** . Put “Client Services Associate” in the subject line of your email.
Please note: Only those applicants selected for an interview will be contacted.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Vancouver, BC vacancy
$52.7k - $74.4k per year
...recruteur, qui pourra vous fournir des détails plus précis sur ce poste. Description Du Poste We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a...SuggestedFull time$83k - $90k per year
...site " rel="nofollow noreferrer noopener" L’occasion Nous sommes à la recherche d’une ou d’un superviseur·e pour le Service des solutions clients. Relevant de la ou du gestionnaire, Centre de services, la superviseure ou le superviseur, Service des solutions clients...SuggestedDaily paidFull timeApprenticeshipWork at office- ...Please note, this is a talent pool position, 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...SuggestedFixed term contractWork at officeLocal areaFlexible hoursShift work
- ...Job Description Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible...Suggested
$20 - $25 per hour
...Overview The objective of this role is to cultivate exceptional client relationships, deliver unparalleled service, and achieve individual sales objectives by providing a personalized and memorable experience for every client. Primary Responsibilities Warmly welcome,...SuggestedHourly payFull timeLocal area$83k - $90k per year
...noreferrer noopener" The Opportunity We’re looking to fill an opening for a Supervisor, Client Solutions to join our Client Solutions team. Reporting to the Manager, Service Centre the Supervisor, Client Solutions oversees the team’s delivery of high quality service...Job sharingFull timeInternshipWork at office- ...convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible... ...their every need and request, providing them with an excellence service in accordance to the "client journey ceremony". Capture...
$20 - $24 per hour
...challenging environment. CELINE is currently seeking a PART TIME CLIENT ADVISOR to join it’s Vancouver Oakridge New Store Opening,... ...Savvy - ability to learn and utilize various software programs Service orientation and customer focused Ability to work a flexible schedule...Hourly payLong term contractTemporary workPart timeImmediate startWorldwideFlexible hoursAfternoon shift$90k - $115k per year
...Job Description Job Title: Lead, Client Experience Job Location: Remote: Must be located... ...IT support and technical delivery services to a broad range of clients. Grow and... ...Microsoft 365 Certified: Endpoint Administrator Associate (MD-102) or equivalent experience....Long term contractFull timeTemporary workRemote workMonday to fridayFlexible hours$75k - $90k per year
...Job Description Job Title: Consultant, Client Experience Job Location: Remote:... ...Client Experience will deliver exceptional service to clients, both proactive and reactive support... ...365 Certified: Endpoint Administrator Associate (MD-102) or equivalent experience. Microsoft...Full timeRemote workMonday to friday- ...DIRECTOR OF CLIENT STRATEGY & PARTNERSHIPS Role Overview: Our client is entering an exciting stage of growth and evolution. As Western Canada's leading Destination Management and Event Production company, they are seeking a strategic leader to help strengthen...Internship
- ...audiences and revenues. We do that by knowing fans best. We work with clients to help them understand & influence what their fans are doing –... ...consumer and business to business revenues. Our platforms and services are trusted by over 1000 clients globally, including the English...Permanent employmentTemporary workInterim roleWork at officeImmediate start
- ...this differentiation in a compelling manner Prospect for new client relationships via phone, email, networking and digital media marketing... ...makers. Demonstrate a "client first" mindset with customer service focused, friendly, and a positive can-do attitude. Cresa is...Full timeWork at officeLocal areaEarly shift
$50k - $60k per year
...About the Job We are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology... ...to support continuous improvements Uphold industry-leading service standards and contribute to a supportive team environment Qualifications...Full timeWork at officeFlexible hours- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...career paths - whether shaped by military service, community college education, or a wide... ...Bank of America is seeking a Commercial Associate for our Global Commercial Banking team in...Work at officeLocal areaOverseasFlexible hoursShift work
- ...schedules and a vibrant work environment. About the Role Our ideal Client Care Specialist/Receptionist builds positive client relationships... ...in all interactions and providing exceptional customer service. This involves greeting and checking-in clients in a friendly and...Full timePart timeWork at officeFlexible hours
- ...Tecnifibre. Position Overview As a Sales Associate, you will be the face of the Lacoste brand,... ...customer experience through personalized service. Build meaningful relationships with customers and create long-term client loyalty. Achieve individual sales goals and...Long term contractWorldwideWeekend workAfternoon shift
$79k - $90k per year
...range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace... ...professionally. What We Do The Wealth Associate is responsible for advisor support, client...Full timeWork at officeRemote workHome officeFlexible hours- ...setting and are a physiotherapist or an athletic trainer a role as a Client Success Manager at VALD could be the change you need! About... ...for the highest level of client satisfaction in the delivery of services. On a day-to-day basis, you will: Manage client onboarding,...Remote jobFull time
$72.61k - $90.77k per year
...who can help advance our core commitments to exceptional public service, sustainability, equity, and an outstanding quality of life for... ...Represents the department on various committees and develops associated administrative procedures that flow from committees work. Performs...Full timeWork at office- ...the power of delivering the Tiffany Experience to each and every client, where every interaction is an opportunity to make a lasting impression... ..., inspiring others with our remarkable blend of innovation and service excellence. As a Tiffany Client Advisor you will Hold the...Part timeNight shift
- ...clearly and concisely with teammates and clients, and you enjoy strong company culture and... ...corporate functions, including global lines of service and corporate centers of excellence. You... ..., guidance and feedback to Valuation Associates working under your supervision ~...Full timeWork at office
- ...Position Overview Audi Downtown Vancouver is currently seeking a Service Advisor to join our team. Reporting to the Service Manager,... ...satisfaction throughout the service process. Greet all clients promptly in a friendly, professional, and courteous manner. Address...Full time
- ...Prette Monaco, is a contemporary fashion jewelry brand that associates itself with the chicness of Monaco and South of France... ...Vancouver Richmond boutique team. Your mission will be to engage clients with exceptional service, helping to build the APM brand by fostering strong...Full timeImmediate start
- ...and shape the future of mobility. As a Service Technician , you will be responsible for... ...date. Lucid will reimburse the cost associated with successful completion.... ...detail and passion for creating positive client experiences Ability to work remotely and...Work at officeRemote work
$51k - $71k per year
...and their exceptional performance, our 98% client retention rate and our award-winning... ...backgrounds, we deliver extraordinary client service in a values-driven work environment. The... ...teams of Wealth Advisors and Wealth Planning Associates to ensure client and team needs are being...Long term contractFull time$20 per hour
...Supplements, and Smoothie Bar. Who are we looking for? As a Customer Service Auditor, you will visit our retail and food service locations to... ...day Requires the ability to see, hear and communicate with associates as well as others by utilizing professional etiquette...Hourly payCasual workLocal areaMonday to fridayFlexible hoursDay shiftAfternoon shift$47k - $67k per year
...offers financial planning and investment services to over two million Canadians through IG... ...for Canadian financial advisors and their clients. At Mackenzie Investments You Can Build... ...for the position of District Sales Associate. Reporting to the Manager, District Sales...Long term contractFull timeTemporary workInternshipWork at officeFlexible hours3 days per week$114.9k - $279.5k per year
..., complex books of business. Develop an understanding of the clients’ business strategic priorities, risk strategies and risk management... ...clients , and is the primary point of contact for day-to-day service needs. Maintain quality in all areas of client deliverables,...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$18.25 per hour
...work remotely. Work setting Kiosk Retail business Responsibilities Tasks Advertise and/or promote products, sales or services Perform data entry Provide customer service Experience and specialization Additional sector experience ~ Energy and...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client service associate Vancouver, BC
- building service worker Vancouver, BC
- environmental services worker Vancouver, BC
- office services clerk Vancouver, BC
- human services program specialist Vancouver, BC
- youth services officer Vancouver, BC
- facility service associate Vancouver, BC
- citizen service officer Vancouver, BC
- developmental service worker Vancouver, BC
- service benefit officer Vancouver, BC