Client coordinator • laval qc
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Show more
Nous avons organisé un événement de recrutement le 7 août, où notre équipe a parlé de ce à quoi ressemble une journée dans la vie d'un CSM chez Motion, et ils ont également fait une séance de quest... Show more
We are seeking a detail-oriented and highly organized.In this role, you will be responsible for maintaining the quality, completeness, and compliance of Trial Master File (TMF) documentation in ali... Show more
Job Requisition Id: 201506 Business Function: Retail Primary City: Sainte-Rose-de-Watford Other Location(s): Province: Quebec Employment Type: On Call Employment Status: Term Language Requirement: ... Show more
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Show more
Company specializing in the field of industrial valves, located in Ville Saint-Laurent is currently looking for an administrative coordinator / project coordinator, reporting directly to the senio... Show more
Your professional transformation starts here.Are you full of great ideas? Do you dream of building a greener future as part of a company that values your skills and opinions? Are you looking for a ... Show more
Please note that successful candidates will.Job Available at Other Locations" section of this job posting.As part of RBC's commitment to providing exceptional client service and achieving its busin... Show more
At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more
Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As p... Show more
The Tier 1 Patient and Member Support Representative plays a critical role in providing outstanding customer service to patients and members within a call center environment.This position involves ... Show more
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development. Applicants for the Senior Vice President, Client Advisory position at the company should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development. Functions - Account Management/Optimization - Finance
