Elevate your career as a Client Service Coordinator in Vancouver, focusing on supporting Investment Advisors and ensuring excellent client relationships. Your role will be pivotal in enhancing administrative efficiency and event planning.
As an Assistant Team Coordinator in our Vancouver office, you will provide crucial support to Investment Advisors. This role requires superior client relationship management skills, excellent organizational abilities, and proficiency with Microsoft Office. You will assist with account documentation, client inquiries, and marketing coordination, ensuring that our team's operations run smoothly.
Key Responsibilities:
• Manage incoming contacts from clients and partners
• Prepare account documentation and client presentations




• Coordinate Advisors' calendars and meeting logistics
• Foster client relationships and respond to inquiries
• Maintain administrative records and support event planning
Requirements:
• Relevant experience in finance or administration
• Proficient in Microsoft Office and CRM systems
• Solid verbal and written English skills
• Excellent organizational and multitasking capability
• Post-secondary education required
Bring your proactive and detail-oriented approach to foster client satisfaction and optimize team effectiveness.
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📌 Client Service Coordinator in Vancouver
🏢 Richardson Wealth
📍 Vancouver