Wealth Client Service AssociateBMO Financial Group • Vancouver, Metro Vancouver Regional District, CA
Wealth Client Service Associate
BMO Financial Group • Vancouver, Metro Vancouver Regional District, CA
30+ days ago
Job type
- Full-time
Job description
A leading financial services firm in Metro Vancouver is seeking an Investment Support Specialist to assist the advisory team in providing exceptional client service. The role requires strong communication skills in English and Cantonese, 1-2 years of experience, and knowledge of wealth management practices. The ideal candidate will manage client requests and contribute to marketing activities, ensuring a seamless experience for clients.
#J-18808-Ljbffr
Create a job alert for this search
Client Service Associate • Vancouver, Metro Vancouver Regional District, CA
Similar jobs
A career as an Associate with the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will h...Show more
A leading financial services firm in Vancouver is seeking a Private Client Service Associate to provide exceptional service to high-net-worth clients.
The role involves supporting investment profess...Show more
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business...Show more
Beem is a new credit union with 80 years of history.Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recog...Show more
A leading wealth management firm in Vancouver is seeking a Client Account Manager to maintain client accounts and provide exceptional service.
This role requires at least 2 years of financial indust...Show more
A leading independent investment firm in Vancouver is seeking an Investment Associate.The ideal candidate will have a minimum of 3 years of client-facing experience and be registered with CIRO.Resp...Show more
Experience something Brilliantly .Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment f...Show more
A financial service provider in Vancouver is seeking an Associate Banker.In this role, you will support the Banker by managing client relationships, documenting account activities, and assisting in...Show more
Pathfinder Asset Management Limited is a full-service Investment Counsel operating across Canada with office presence in Vancouver and Edmonton.
Since the beginning, our focus has been the stewardsh...Show more
Une institution financière de premier plan recherche un(e) Client Service Associate à Vancouver.Ce poste est essentiel pour fournir un soutien administratif à l'équipe d'investissement et nécessite...Show more
A major Canadian financial institution is hiring an Associate for its Wealth Management team in Vancouver.The role involves supporting Wealth Advisors in client acquisition, implementing sales stra...Show more
Client Engagement Representative.We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients....Show more
Job Description - Associate, Settlements & Reconciliation - 12 Month Contract (2600003).Associate, Settlements & Reconciliation - 12 Month Contract - 2600003.
Canada’s leading independent investment...Show more
A leading financial institution is looking for an Associate Banker in Vancouver.This position involves providing comprehensive support to clients, assisting in client relationship management, and e...Show more A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
Assesses individual client investment needs to provide professional, customi...Show more 
A leading investment firm in Vancouver is seeking a Business Development Associate to enhance advisor engagement and drive sales.
The ideal candidate will have 1-3 years of sales experience in finan...Show more
A major financial institution in Metro Vancouver seeks an Associate Banker.This role emphasizes client relationship management, solving complex inquiries, and supporting investment strategies.Ideal...Show more
A leading wealth management firm in Metro Vancouver is seeking an Associate within Asset Management Operations to assist with client portfolio management.
The ideal candidate has a CFA or CIM design...Show more
Associate
National Bank • Vancouver, BC, Canada
Full-time
Last updated: 7 days ago • Promoted
Private Wealth Client Services Associate
Connor, Clark & Lunn group • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Client Service Associate
BMO • Vancouver, British Columbia, Canada
Part-time
Last updated: 10 days ago • Promoted
Financial Services Associate 1
BlueShore Financial • North Vancouver
Full-time
Last updated: 10 days ago • Promoted
Wealth Management Client Relations Associate
RBC Dominion Securities • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Investment Associate : Grow Portfolios & Client Wealth
Odlum Brown Limited • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Associate, Fund Accounting
MUFG Investor Services • Vancouver, BC, Canada
Full-time
Last updated: 30+ days ago • Promoted
Private Banking Associate : Client Growth & Analytics
PowerToFly • Vancouver
Full-time
Last updated: 8 days ago • Promoted
Associate, Client Service / Financial Planning
Pathfinder Asset Management Limited • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Wealth Client Services Associate - Short-Term
TD Bank • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Wealth Growth Associate
Banque Nationale du Canada • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Client Engagement Representative
CIBC • Vancouver
Full-time
Last updated: 6 days ago • Promoted
Associate, Settlements & Reconciliation - 12 Month Contract
Raymond James Financial • Vancouver
Full-time +1
Last updated: 14 hours ago • Promoted • New!
Private Banking Associate : Client Insights & Support
Citigroup Inc. • Vancouver
Full-time
Last updated: 8 days ago • Promoted
Investment Associate
BMO • Vancouver, British Columbia, Canada
Part-time
Last updated: 30+ days ago • Promoted
Territory Wealth Development Associate
PICTON Investments • Vancouver
Full-time
Last updated: 10 days ago • Promoted
Private Banking Associate : Client Insight & Growth
Citi • Vancouver
Full-time
Last updated: 8 days ago • Promoted
Asset Management Ops Associate : Trade and Portfolio Support
Nicola Wealth Management Ltd. • Vancouver
Full-time
Last updated: 10 days ago • Promoted