Found Description
Join Vancity Investment Management as a Wealth Management Associate based in Metro Vancouver. This full-time, on-site role focuses on delivering exceptional client service and growing relationships.
In this temporary position, you will partner with Portfolio Managers to support assigned members while handling day-to-day operations and administration. Your role ensures that both new and existing members receive outstanding service, facilitating their financial goals and addressing their inquiries.
Key Responsibilities:
• Assist with onboarding of new and existing members
• Handle inquiries via phone and email for client requests
• Liaise with administration teams to fulfill client forms
• Gather and input client information for planning activities
• Maintain accurate client records and CRM systems
Requirements:
• Post-secondary education in finance or business
• 1-3 years in wealth management or client services
• Experience supporting financial professio...
In this temporary position, you will partner with Portfolio Managers to support assigned members while handling day-to-day operations and administration. Your role ensures that both new and existing members receive outstanding service, facilitating their financial goals and addressing their inquiries.
Key Responsibilities:
• Assist with onboarding of new and existing members
• Handle inquiries via phone and email for client requests
• Liaise with administration teams to fulfill client forms
• Gather and input client information for planning activities
• Maintain accurate client records and CRM systems
Requirements:
• Post-secondary education in finance or business
• 1-3 years in wealth management or client services
• Experience supporting financial professio...
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