Client Services Officer

Title of the Job: Client Services Officer

Location: Vancouver, BC

Job Description: Join a dynamic and client-focused Account Services team located in Vancouver that supports a wide range of clients, including those with self-directed and corporate accounts. This is an exciting a 6-month contract opportunity to be part of a small, collaborative team of four, where you will assist clients with their account needs, primarily through email and online communication.Salary:

• $20-23/hour

Responsibilities:

• Provide exceptional client support for self-directed accounts and corporate accounts, primarily via email and online platforms.
• Respond to client inquiries, including assisting with account access issues, sending tax slips, and handling other account-related requests.
• Help manage the increased volume of requests during peak tax and RRSP seasons by handling emails and client queries efficiently.
• Work closely with the team to ensure smooth workflow and maintain a client-first approach in all interactions.
• Manage client requests and assist with account-related matters effectively.

Qualifications:

• Strong verbal and written communication skills, fluent in English.
• Client-focused with a professional approach to handling diverse inquiries.
• Basic knowledge of retail banking policies and procedures (an asset).
• Proficiency in Microsoft Office, particularly Word and Excel.
• Excellent organizational skills with the ability to multitask and prioritize effectively.
• Ability to work under pressure during peak seasons (e.g., tax and RRSP periods).
• Positive team player with a strong work ethic and willingness to learn.
• Comfortable in a client-facing role and confident in follow-up communication.

Aplin is an award-winning employment agency dedicated to connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and there are no fees to apply for our jobs or to engage with our recruiters in finding a new career. Companies hire us to help them expand and diversify their teams. All applicants must be legally entitled to work in Canada, which includes having the appropriate documentation, such as a work permit.

Company Name: David Aplin Group

Salary: $20 – 23 per hour

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