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 partnersPrepare account documentation and client presentationsCoordinate Advisors' calendars and meeting logisticsFoster client relationships and respond to inquiriesMaintain administrative records and support event planningRequirements:Relevant experience in finance or administrationProficient in Microsoft Office and CRM systemsStrong verbal and written English skillsExcellent organizational and multitasking capabilityPost-secondary education requiredBring your proactive and detail-oriented approach to foster client satisfaction and optimize team effectiveness.

📌 Client Service Coordinator In Vancouver
🏢 Richardson Wealth
📍 Vancouver