- Recherche d'emploi
- Vernon, BC
- associate dentist
Associate dentist Offres d'emploi - Vernon, BC
- Offre sponsorisée
- Nouvelle offre
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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 :
Client Meeting Preparation :
Communications
Data Management :
Lead Follow-Up technology :
As the ideal candidate you possess :
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.