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Services sociaux Jobs in Whistler, BC

Last updated: 1 day ago
  • Promoted
Client Services Associate

Client Services Associate

Hunter Mercantilegreater vancouver, bc, Canada
Full-time
Our client, along-established portfolio management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team in the ...Show moreLast updated: 1 day ago
supervisor, food services

supervisor, food services

Functional PieWhistler, BC, CA
CA$18.00–CA$22.00 hourly
Full-time +1
No degree, certificate or diploma.Establish methods to meet work schedules.Requisition food and kitchen supplies.Supervise and co-ordinate activities of staff who prepare and portion food.Train sta...Show moreLast updated: 30+ days ago
  • Promoted
Manager, Engineering Services

Manager, Engineering Services

Regional District of Central OkanaganBC, Canada
CA$161,250.00 yearly
Full-time
Are you a progressive leader with excellent interpersonal and relationship building skills? Do you have the ability to think strategically, solve complex problems and balance multiple priorities? I...Show moreLast updated: 6 days ago
Property Services Supervisor

Property Services Supervisor

Whistler PlatinumWhistler, Other, Canada, V8E 0Z8
Full-time
Founded in 2000, Whistler Platinum is an exclusive property management and luxury accommodation company, providing homeowners with unrivaled property management, and guests with exceptional accommo...Show moreLast updated: 3 days ago
Services Sales Executive

Services Sales Executive

EightSix NetworkBC
CA$80,000.00–CA$100,000.00 yearly
Role and Responsibilities Include But Not Limited To : .Reporting to the Director of Services Sales, the Services Sales Executive will be the prime on all services activities in the Atlantic Canada R...Show moreLast updated: 30+ days ago
building services worker

building services worker

Delco Building Maintenance (2007) LtdBC, CA
CA$23.00–CA$25.00 hourly
Full-time +1
Education : No degree, certificate or diploma.Experience : 1 year to less than 2 years.Sweep, mop, scrub and wax hallways, floors and stairs. Empty trash cans and other waste containers.Wash windows, ...Show moreLast updated: 30+ days ago
  • Promoted
Business Development Manager – Financial Services

Business Development Manager – Financial Services

Lock Search Groupgreater vancouver, bc, Canada
Full-time
Business Development Manager – Financial Services.Jackson Stewart of Lock Search Group is currently looking for a Business Development Manager to lead a Business Development team for an industry-le...Show moreLast updated: 6 days ago
  • Promoted
Golf - Player Services

Golf - Player Services

AccorHotelWhistler, British Columbia, Canada
As a Golf Services colleague with Fairmont Chateau Whistler you will be an ambassador for our onsite championship golf course and the exceptional service that our colleagues offer.Your warm persona...Show moreLast updated: 30+ days ago
Environmental Services Technician III

Environmental Services Technician III

City of TerraceBC, BC, CAN
CA$39.70 hourly
Quick Apply
Under the direction of a Working Foreman, operates and maintains the Sewage Treatment Plant, Water Treatment systems and associated pumping facilities. Provide technical advice and expertise to othe...Show moreLast updated: 11 days ago
Guest Services Captain

Guest Services Captain

AccorFairmont Château Whistler, Whistler, Canada
CA$22.65 hourly
Nestled at the base of Blackcomb Mountain, just two hours north of Downtown Vancouver, Fairmont Chateau Whistler defines mountain luxury. Offering ski-in, ski-out convenience in the winter, and an o...Show moreLast updated: 30+ days ago
Manager, Food Services

Manager, Food Services

York Region District School BoardBritish Columbia, Canada
CA$113,138.00–CA$133,104.00 yearly
Full-time
THE ORGANIZATION : VANCOUVER SCHOOL BOARD (SCHOOL DISTRICT 39) With deep gratitude and respect, we are honoured to be learning and unlearning on the ancestral and unceded lands of the x?m?θk??y??m (...Show moreLast updated: 30+ days ago
RN-RPN Addiction Services

RN-RPN Addiction Services

Providence Health CareRoad to RecoveryVancouver, British Columbia, CA
CA$54.28 hourly
Within the context of a client and family centred model of care, and in accordance with the Mission, Vision, Values and strategic directions of Providence Health Care, the person promotes a safe, r...Show moreLast updated: 30+ days ago
  • Promoted
Manager Bookkeeping Services

Manager Bookkeeping Services

Robert Halfprovince of British Columbia (BC)
CA$70,000.00–CA$80,000.00 yearly
Permanent
Quick Apply
Amazing opportunity to work remotely and be part of a growing boutique public practice firm that has a strong niche market in providing professional bookkeeping services to their small to medium si...Show moreLast updated: 30+ days ago
business services sales representative

business services sales representative

Fluedbraen Creative Inc.BC, CA
Part-time
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Estimate or quote prices, credit or contract terms, trade-in allowances, warranties and delivery d...Show moreLast updated: 6 days ago
Procurement & Inventory Services Manager

Procurement & Inventory Services Manager

City of PentictonBritish Columbia, BC, CAN
CA$97,580.00–CA$114,800.00 yearly
Full-time
Quick Apply
Penticton is a vibrant, innovative, healthy waterfront city focused on sustainability, community, and economic opportunity. At the City of Penticton, our goal is to serve our residents, businesses, ...Show moreLast updated: 3 days ago
supervisor, food services

supervisor, food services

Indian Masala BistroWhistler, BC, CA
CA$20.00 hourly
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Establish methods to meet work schedules. Supervise and co-ordinate activities of staff who prepare ...Show moreLast updated: 30+ days ago
food services manager

food services manager

Cache Ventures IncBC, CA
CA$60,500.00 yearly
Full-time +1
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Plan and organize daily operations. Determine type of services to be offered and implement operation...Show moreLast updated: 30+ days ago
supervisor, food services

supervisor, food services

RED BARN MARKETBC, CA
CA$20.00 hourly
Full-time +1
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Supervise and co-ordinate activities of staff who prepare and portion food.Train staff in job dutie...Show moreLast updated: 30+ days ago
Guest Services Attendant

Guest Services Attendant

Four Seasons Hotels and ResortsSensei Lanai, A Four Seasons Resort
CA$18.59 hourly
Four Seasons is powered by our people.We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return.Our ...Show moreLast updated: 30+ days ago
Client Services Associate

Client Services Associate

Hunter Mercantilegreater vancouver, bc, Canada
1 day ago
Job type
  • Full-time
Job description

Client Service Associate

The Client : Our client, along-established portfolio management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team in the Richmond, British Columbia area. In this hybrid role, with an office attendance requirement of one to two days per week, you will be responsible for supporting the Portfolio Management team by providing optimum service and support to the organization and their clients.

What the Client Service Associate opportunity offers you :

  • A place to work where you are not a “number” but an integral part of a great investment team and where your ideas count.
  • The opportunity to grow with the organization and to work in an environment that provides an excellent career path and supports your career through mentorship, training, and the broadening of your understanding of capital markets and wealth management.
  • High personal satisfaction in knowing that you are part of a wealth management team which offers an investment service that is beneficial for the financial wellness of Canadians.
  • A competitive compensation package which includes salary, bonus, benefits, training, mentoring, and an excellent career path within the company.

As the Client Service Associate, you will be responsible for :

Workflow Management :

  • Handle all non-licensed steps in the workflow technology platform, ensuring efficient processing and smooth coordination of tasks.
  • Execute trades based on the instructions and guidance provided by licensed advisors.
  • Process recurring events efficiently (systematic contributions, withdrawals, RIF / LIF payments etc. adhering to established procedures and guidelines on our technology platform.
  • Assist in pre-populating necessary documents on appropriate technology platform for client meetings, ensuring readiness and efficiency.
  • Client Meeting Preparation :

  • Update comprehensive financial plans and relevant information in financial planning software such as Conquest, ensuring all data is accurate and up to date.
  • DocuSign preparation and post meeting follow-up.
  • Send agenda out in advance of client planning seasons
  • Communications

  • Ongoing communications with clients by email, phone or the occasional text.
  • Managing our digital newsletter platform.
  • We add value to our clients’ lives by reminding them of important deadlines and opportunities. Your help in outreaches such as the following will be critical : Retirement Planning, Financial & Cash Flow Planning, Tax Planning, Estate Planning and Risk Management.
  • Interact on our behalf on social media platforms, mainly LinkedIn.
  • Assist in scheduling social media posts and marketing campaigns to promote our firm's services.
  • Data Management :

  • Update and maintain client data in Wealthbox, ensuring accurate and organized records.
  • Manage online access for clients, facilitating secure and appropriate access to relevant information.
  • Using data from Wealthbox and investment management systems maintain weekly / monthly updates for our KPIs on Ninety.io to prepare for effective regular team meetings.
  • Digital filing, establishing and maintaining client’s information securely in their own online “vault.”
  • Using our digital assistant “Zocks” to file transcribed notes into client records and schedule any tasks pursuant to our meetings.
  • Lead Follow-Up technology :

  • Working with in-bound marketing and leads, entering relevant information into the Customer Relationship Management (CRM) system.
  • Following up when prospective clients make inquiries or when they download or participate in any of our “lead magnets” or questionnaires.
  • Managing the Sales & Opportunity Funnel on our Client Relationship Management system (CRM.).
  • As the ideal candidate you possess :

  • The 3 key skills for this role would be Technology skills, People Skills, Marketing Skills
  • Although financial Industry experience is a definite asset, it is not a requirement. Our clients’ business is dependent on technology. As such, they are very interested in your experience in managing and implementing technological applications and how to improve them working together.
  • Strong understanding of workflows and workflow management.
  • Excellent technological aptitude and willingness to learn new tools quickly.
  • Strong proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, etc.
  • Familiarity with many of the following systems is an asset, but not required : Ndex, Wealthbox, FutureVault, Conquest, DocuSign, Canva, Mailchimp. ChatGPT.
  • Outstanding organizational skills and attention to detail.
  • Understanding of inbound marketing.
  • A high level of professionalism and dedication to client service.
  • Strong communication & people skills, both written and verbal.
  • The Remuneration : Based on experience and education, our client is offering a competitive compensation package which includes base, bonus, benefits, training, mentoring and a excellent career path.

    Interested and qualified parties are invited to contact :

    David C. Corsini, Principal

    Hunter Mercantile Search Consultants

    Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.