Client And Wealth Support Associate

Humans of HR is an upcoming boutique recruitment agency in Vancouver and is very quickly becoming the go-to agency for hiring and placement of skilled Finance Professionals. Combined with our vast network and extraordinary customer-centric approach, we are the obvious choice in helping you find your next home.

Are you tired of working at stuffy, boring firms? Want to join a company that knows how to have a good time while managing wealth? Look no further than this awesome mid size advisory firm.

Picture this: a midsize accounting and advisory Firm based in Vancouver, where we don't just crunch numbers, we rock the numbers! We provide value-added audit, tax, and advisory solutions to support local businesses. We cater to a diverse range of clients, from large, publicly traded companies to emerging businesses and owner-managed businesses. But we're not just limited to our two offices – we have a global network that brings the funk from all corners of the world!

Here's the deal: We are seeking an extraordinary individual to join our growing Family Office practice as a Client Services Associate. We need someone who's ready to rock and roll with our new and dynamic department. You'll be crafting customized solutions for our clients' unique needs while being part of an exciting and specialized group with some seriously big ambitions.

Working directly with our Family Office Partners, you'll build relationships that last longer than your favorite dance moves. You'll be responsible for ensuring our clients are ecstatic with our services, and you'll oversee the implementation of mind-blowing client service strategies. But that's not all! You'll also collaborate with various business groups within the Firm to provide strategic planning, tax planning, estate and succession planning, tax optimization strategies, and independent wealth oversight. That's right – you'll be a master of the financial universe! Having said that, we will consider people who come from some sort of client management or bring an account management background - No finance experience necessary.

Now, let's talk about you. To join this groovy journey, you'll need a Bachelor's degree or diploma in Business Administration or a related field. Plus, you'll need to bring 5-7 years of relevant experience in customer service, with a significant emphasis on building and managing client relationships. If you have a background in Financial, Business, Investment, Banking, or Insurance, consider yourself a star on the stage. Strong knowledge of client engagements and service is essential, along with being self-accountable and organized. And if you're detail-oriented with follow-through skills, you're already halfway to the spotlight.

We want someone with exceptional communication skills, both verbal and written. You'll need to thrive in a fast-paced, high-volume organization with a diverse portfolio of work. Oh, and did we mention you'll get to connect with high-net-worth individuals? It's time to put those networking skills to use and create meaningful relationships that would make even the most famous celebrity jealous!

Here are some of the perks - we're all about taking care of our team. We offer a competitive total compensation package that includes extended health care, dental, and group life insurance benefits. And don't worry about work-life balance – you'll have vacation time to recharge your funky batteries. We'll even provide a Health and Wellness Spending Account to keep you feeling fresh. Plus, we pay for your overtime because we know that rockstars sometimes need to put in those extra hours.

But that's not all! We believe in your continuous professional development. We'll provide courses to maintain your designation and offer plenty of informal training opportunities. And don't sweat the fees – we'll reimburse you for approved professional development costs.

On offer is a VERY ATTRACTIVE salary package. This is a contract role for approx 18 months but could lead to other perm opportunities within the group.

At Humans of HR, we support the development and growth of our candidates to reach their full potential. If you are thinking about your next career move and the above role is just the right fit, please send us your resume along with a cover letter in confidence and one of our consultants will be in touch for a confidential discussion.