Client Services Associate Rgf Integrated Wealth

Be a key player at RGF Integrated Wealth Management in Vancouver as a Client Services Associate. Provide exceptional administrative support to elevate client experiences in a hybrid mode. This position is perfect for candidates seeking to make an impact in the financial planning industry. Your organizational prowess and attention to detail will ensure productive client service while working collaboratively within a supportive team.

• Deliver administrative support for the Financial Advisory Team
• Facilitate client meetings and inquiries with precision
• Maintain client databases and assist with financial analysis
• Process insurance and investment product applications
• Contribute to comprehensive product reporting

• Post-secondary education or equivalent experience in finance
• Understanding of financial products and related regulations
• Proficient in MS Office and databases
• Outstanding communication and organizational skills
• 2+ years of experience in financial services is advantageous

Bring your expertise in client service and proactive approach to RGF Integrated Wealth Management in Vancouver.