Client services manager • surrey bc
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
The role is responsible for recruitment, training, developing, coaching, and supporting employees while building strong relationships with clients and residents.The Hospitality Service Manager main... Show more
Affiliation: Management & Exempt.Employment Status: Full-Time Regular.Expected Hiring Range: $111,100.Short-term Incentive Eligible: Yes.Posting End Date: Open until filled.As the province’s larges... 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
Make an impact with our Family Office Services team as a Senior Associate.The MNP Family Office Services team is a multi-disciplinary team of professionals that works with clients to help them unde... 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
Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd.This role is all about... Show more
Client Advisor, 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 more
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Certificat ou diplôme d'un collège, d'un cégep ou d'un autre établissement d'enseignement non universitaire d'un programme d'une durée de 3 mois à moins de 1 an.Surveiller le rendement du personnel... Show more
Affiliation: Management & Exempt.Employment Status: Full-Time Regular.Expected Hiring Range: $111,100.Short-term Incentive Eligible: Yes.Posting End Date: Open until filled.As the province’s la... Show more
BGIS is a leading provider of customized facility management and real estate services.With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the servic... Show more
This role is expected to anticipate customer needs and make suggestions for improvement of the day to day operation on an ongoing basis.The role is expected to do anything and everything that will ... Show more
Senior Client Success Consultant (Professional Development | Canada).Transform Your Expertise Into an Autonomous Practice | 7+ Years Experience | Canada Based.Are you a Client Success professional ... Show more
Westminster Toyota is seeking a Financial Services Manager / Senior Financial Advisor to join our high-performing team.This role is ideal for professionals currently working in banking, private len... Show more
A career at HUB means your career opportunities are endless.From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, ... 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
