Client Services - Kelowna

The Central Okanagan Food Bank seeks a Client Services & Resource Navigator to guide clients through available resources, ensuring they receive support needed. · Greet all clients with dignity and professionalism. · Conduct intake updates verification through Link2Feed. · Maintai ...

RHN CPA is seeking an enthusiastic, confident, and detail-oriented professional to take on a role that combines client-facing reception duties with meticulous document management and administrative support. · ...

+Job summary · This is a full-time on-site role for a Manager of Client Services at King's Bookkeeping Services. · +ResponsibilitiesSupervision, support and management of staff (3 – 5 P/T and F/T resources) · Scheduling, assigning, coordinating, monitoring and review of work · ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. The colleague will also correspond with clients and other branch staff to deliver legendary customer experiences. · The position requires strong co ...

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. · ...

This role combines client-facing reception duties with meticulous document management and administrative support in a professional office setting. · ...

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. · As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Center and use your k ...

We're building a relationship-oriented bank for the modern world. We need talented professionals who are dedicated to doing what's right for our clients. · Help clients manage their accounts and products. · Listen, ask questions, and put yourself in the client's shoes. · ...

Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. · ...

We are seeking a Client Services Navigator to join our team in Kelowna. This vital role involves guiding clients through available resources, ensuring they receive the support they need, · Greet all clients and visitors with dignity, warmth, and professionalism. · Conduct intake, ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour la découverte des objectifs d'investissement et de protection pour offrir un conseil personnalisé et des solutions aux clients. · Préparer les documents et fournir les mises à jour à l'IA en préparati ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

We're delighted that you're considering building a career with TD.Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. · ...

We are seeking an independent, professional individual who has demonstrated strong leadership skills to be a Client Service · Representative Supervisor.Your proven communication skills will allow you to thoroughly explain licensing policies and procedures to customers. · You sup ...

We're Hiring: Client Services Administrator – Join Our Disaster Restoration Team. · WINMAR is recognized as one of Canada's largest restoration networks. We provide emergency restoration services to homes and businesses, · What You'll Do:Greet clients, vendors, and team members w ...

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. · As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Center and use your k ...

This is a full-time on-site role for a Manager of Client Services at King's Bookkeeping Services located in Vernon BC. · ...

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 ...

A happy team creating happy customers providing custom window coverings. · Accounts receivable: charge customer deposits and balance payments update info in proprietary software program · Update job status in proprietary software program · Follow up on and track orders and produc ...

This is a full-time remote role for a Sales Specialist. The Sales Specialist will be responsible for engaging with clients, building relationships, generating leads and driving sales growth. · Key Responsibilities:Identify and contact potential customersDeliver tailored service p ...