Client Care Coordinator / Marketing Coordinator

Job Description

Job Description

Are you an administrative powerhouse with a natural curiosity for business and finance? Do you love juggling diverse tasks with precision and making an impact? We're on the hunt for a full-time, permanent Client Care Coordinator to join our high-performing team. This is your chance to grow with a company recently ranked Gold, Silver, and Bronze across four financial sectors in the Best of Kelowna Awards 2025!

Location : Our newly renovated office in the heart of Kelowna, featuring excellent parking facilities and major amenities within walking distance of Orchard Plaza.

Is This Role Your Perfect Match?

This isn't your average 8 : 30am-to-5 : 00pm. This is a high-trust, high-performance role designed for someone who :

• Thrives on variety : You love a fast-paced environment with lots of moving parts and can effortlessly juggle unrelated tasks without missing a beat.
• Learns at lightning speed : You're a quick learner, incredibly organized, and self-directed.
• Embraces technology : You have a strong natural aptitude for technology and love exploring new platforms.
• Communicates like a pro : Your communication is always clear, professional, and on point.
• Has a curious mind : You possess a natural interest in business, finance, or planning.
• Seeks long-term growth : You're looking for a long-term opportunity with a team that genuinely invests in your success.

What You'll Be Doing (and loving!) :

As the Client Care Coordinator , you’ll be the heartbeat of our practice, creating exceptional client experiences, keeping our operations running smoothly, and supporting key initiatives that drive our firm’s success. You’ll blend hospitality, organization, and precision to ensure every client interaction and internal process reflects the professionalism and care that define Safe Harbour Financial Solutions Inc. This includes :

Company Description

Get ready to launch your career with an award-winning, Best of Kelowna, boutique Private Wealth Management practice that's shaking up the financial world in Kelowna, BC! We're not just about numbers; we're about building deep, long-term relationships and creating a vibrant, supportive, and fun environment where you can truly shine. If you're a highly organized, tech-savvy go-getter who thrives in a fast-paced, dynamic culture, this is your next big opportunity!

Company Description

Get ready to launch your career with an award-winning, Best of Kelowna, boutique Private Wealth Management practice that's shaking up the financial world in Kelowna, BC! We're not just about numbers; we're about building deep, long-term relationships and creating a vibrant, supportive, and fun environment where you can truly shine. If you're a highly organized, tech-savvy go-getter who thrives in a fast-paced, dynamic culture, this is your next big opportunity!