Client Service Officer

Publix Serving (Civica)

British Columbia, Canada
Base: $77,400.00 - $108,000.00; bonus/equity: not ...
Client facing experience
Strong organizational skills
Attention to detail
The Client Service Officer delivers wealth management services to clients with guidance from Banker teams

Job Summary

  • The Client Service Officer delivers wealth management services to clients with guidance from Banker teams.
  • This role involves managing client transactions and ensuring compliance with audit standards.
  • Proactive client engagement and relationship building are key responsibilities of this position.

Matching Summary

The Client Service Officer delivers wealth management services to clients with guidance from Banker teams.

Salary

Base: $77,400.00 - $108,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client facing experience
  • Strong organizational skills
  • Attention to detail

Nice-to-have

  • Strong background in operations
  • Interest in compliance
  • Sales referral experience

Key Requirements

  • 2-5 years relevant experience
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter