Client Services Associate

Join RGF Integrated Wealth Management as a Client Services Associate in Vancouver. This pivotal role offers exceptional organizational support to the Financial Advisory Team in a hybrid work model.

This position blends responsibilities with high levels of client interaction. Ideal candidates will possess strong administrative skills alongside a background in financial planning. Post-secondary education in business, along with knowledge of securities and mutual funds are desirable. This role supports client meetings, inquiries, and financial processing tasks.

Key Responsibilities:

• Provide organizational support to Financial Advisors

• Assist in scheduling client meetings and inquiries

• Process securities and mutual funds accurately

• Maintain databases and client documentation

• Support with financial plan analysis and reporting

Requirements:

• Post-secondary education in finance or related field

• Strong typing and computer skills, particularly MS Office

• Excellent communication and interpersonal skills

• 2+ years experience in financial services preferred

• Ability to multitask and prioritize effectively

Elevate your career in financial planning with RGF Integrated Wealth Management in Vancouver.
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