Client Associate - Surrey

Spectrum Accounting Group is hiring an Executive Associate - Client & Accounting Operations to play a key role at the intersection of accounting execution and client relationship management. · ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · Prepare documentation and provide updates to IAs in preparation for client meetingsCreate reports for analysis of client accounts; communicate wi ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will prepare documentation and provide updates to IAs in preparation for client meetings and create reports for analysis of client accounts. · ...

We support individuals and businesses with bookkeeping payroll tax preparation ongoing accounting services.<We are hiring an Executive Associate - Client & Accounting Operations to play a key role at the intersection of accounting execution client relationship management.This is ...

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. · ...

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.Focus on each client's experience and connect on a personal level to make every interaction meaningful. · Proacti ...

+This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · Prepare documentation and provide updates to IAs in preparation for client meetings · Create reports for analysis of client accounts; communicat ...

We re building a relationship-oriented bank for the modern world. · At CIBC we enable the work environment most optimal for you to thrive in your role.To successfully perform the work you ll be on-site full-time Monday through Friday. · ...

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. · ResponsibilitiesBuild and grow Wood Gundy client portfolios through dedicated relationship management, · trusted ...

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.Building and growing client portfolios through dedicated relationship management. · Offering support to high-net- ...

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. · At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the ...

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.Our team members have what they need to make a meaningful impact and are truly valued for who they are and what t ...

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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

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. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. · As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can prov ...

We are looking for a Client Operations Associate to join our team.This opening represents a unique opportunity to be part of a team responsible for overseeing the processes and operational aspects of our firm's client service function, while also partnering closely with the sales ...

We are looking for experienced client service associates to support our advisory team in providing our clients with excellent service at our Vancouver office. · ...

Are you looking to grow your career in the investment industry and be a part of a dynamic team environment? Do you thrive in a fast-paced work atmosphere? · We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. · Lori P ...

As a Private Client Associate at RBC PH&N Investment Counsel you will be responsible for assisting Investment Counsellors and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients. · Identify, investigate, ...