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Client associate Jobs in Victoria, BC

Last updated: 11 hours ago
Private Client Advisor

Private Client Advisor

Staffing In MotionVictoria North, BC, ca
CA$300,000.00–CA$500,000.00 yearly
Quick Apply
Firm : Large global portfolio management firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that is custom tailored for that&n...Show moreLast updated: 30+ days ago
Manager, Client Success

Manager, Client Success

EightSix NetworkBC
CA$80,000.00–CA$90,000.00 yearly
The Manager, Client Success is responsible for the day-to-day account operations and oversight as well as project management for key clients. The Manager, Client Success has a deep understanding of ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Director of Global Client Engagement

Director of Global Client Engagement

FleetCor Technologies, Inc.Victoria, Capital Regional District, Canada
CA$65,000.00–CA$75,000.00 yearly
Full-time
Corpay is currently looking to hire a Global Client Engagement Manager within our Cross Border division.This position falls under our Cross Border line of business and is located in Victoria, BC.Th...Show moreLast updated: 11 hours ago
  • Promoted
Warehouse associate

Warehouse associate

Randstad Canadavictoria, British Columbia, CA
CA$22.00 hourly
Temporary
Quick Apply
The Production Assembler is responsible for performing operations in The Final Meter Assembly Cells.This includes assembling, testing, and boxing various products while following work instructions....Show moreLast updated: 30+ days ago
Private Client Relationship Manager

Private Client Relationship Manager

Webster BankBC Cheshire North
Full-time
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 30+ days ago
Client Care Coordinator

Client Care Coordinator

WSAudiologyVictoria Canada
CA$52.82 hourly
Part of WSAudiology group, HearCanada bolsters a world-class team of hearing care professionals / pioneers who share a passion for providing Wonderful Sound for All. With 60% of the Canadian populatio...Show moreLast updated: 30+ days ago
Client Advisor Intern

Client Advisor Intern

RBC - Royal BankVictoria, BC
CA$17.00 hourly
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
  • Promoted
Technical Administrator, Private Client Solutions

Technical Administrator, Private Client Solutions

WaypointBritish Columbia, Canada, Canada
Full-time
Waypoint is seeking a diligent and detail-oriented Private Client Solutions Technical Administrator to provide essential administrative support to our Private Client Solutions team.In this role, yo...Show moreLast updated: 18 days ago
Client Care Support Representative

Client Care Support Representative

Access Information ManagementVictoria, British Columbia, CAN
CA$50,000.00 yearly
Full-time
Access is the largest privately-held records and information management (RIM) services provider worldwide, with operations across the United States, Canada, Central and South America.Access helps c...Show moreLast updated: 30+ days ago
Client Executive, Signature Insurance

Client Executive, Signature Insurance

Acera InsuranceVictoria, British Columbia, CA
CA$60.00 hourly
Full-time
Client Executive, Signature Insurance.As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Encouraged...Show moreLast updated: 30+ days ago
Client Resource Manager

Client Resource Manager

Aramark CanadaVictoria, BC
CA$120,000.00–CA$130,000.00 yearly
The purpose of the role is to support the client in all matters pertaining to any supply issues and act as a conduit to resolve said issues between vendor partners and client.Duties might include s...Show moreLast updated: 30+ days ago
Enterprise Client Success Manager

Enterprise Client Success Manager

OfficeSpaceRemote, British Columbia, CA
Remote
Full-time
OfficeSpace is a workplace management software that gives companies everything they need—an innovative platform, an intuitive experience, and an invested team. Our customers are an extremely d...Show moreLast updated: 3 days ago
Client Service Representative [Hourly]

Client Service Representative [Hourly]

CIBCVictoria, BC
CA$13.00 hourly
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
Client Executive, SMC

Client Executive, SMC

BlueVoyantRemote in Canada, BC, CA
Remote
Quick Apply
Client Executive, SMC Location : Remote Canada Are you passionate about helping to solve the critical cybersecurity challenges that enterprises are facing today? Are you passionate about building yo...Show moreLast updated: 30+ days ago
Client Care Advisor

Client Care Advisor

0000050007 Royal Bank of CanadaVICTORIA, British Columbia, Canada
CA$55,000.00–CA$65,000.00 yearly
Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
Client Care Representative - Auto Associate

Client Care Representative - Auto Associate

019986 Hub International Canada West ULC (Canada West)Victoria, BC
CA$42,000.00–CA$44,000.00 yearly
Full-time
We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of...Show moreLast updated: 30+ days ago
Client Delivery Associate

Client Delivery Associate

BMOVictoria, BC
CA$37,500.00–CA$69,500.00 yearly
Part-time
Hybird - 3Days a week in branch.Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships.Ensures client problem res...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Client Advisor

Client Advisor

RBCPink Mountain, CA
Full-time
Job Summary Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifi...Show moreLast updated: 18 hours ago
Client Service Representative

Client Service Representative

Family Maintenance Enforcement ProgramVictoria BC
CA$44.00 hourly
Do you take pride in helping others and providing excellent client service? Does problem solving excite you?.Keep reading to find out how this role may be a great fit for you!.We are thrilled you h...Show moreLast updated: 30+ days ago
  • Promoted
Director of Global Client Engagement

Director of Global Client Engagement

Fourlane, Inc.Victoria, Capital Regional District, Canada
CA$65,000.00–CA$75,000.00 yearly
Full-time
Corpay is currently looking to hire a Global Client Engagement Manager within our Cross Border division.This position falls under our Cross Border line of business and is located in Victoria, BC.Th...Show moreLast updated: 1 day ago
Private Client Advisor

Private Client Advisor

Staffing In MotionVictoria North, BC, ca
30+ days ago
Salary
CA$300,000.00–CA$500,000.00 yearly
Job type
  • Quick Apply
Job description

Job Description

Firm :  Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds).

Role :  In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.

Home Office :  The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.

Requirements

investment