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2 résultats pour Representant Du Service A La Clientele à Vancouver, BC

Investment Administrator
  • Fort Langley, BC
  • onsite
  • Permanent
  • 60000.00 - 70000.00 CAD / Yearly
  • <p>Are you a detail-oriented and ambitious professional with a passion for finance and investments? Our client, a well-established private investment and mortgage firm, is seeking an Investment Administrator to join their growing team.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a dynamic, fast-paced environment and enjoys managing multiple priorities while delivering exceptional client service.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p><br></p><ul><li>Provide daily administrative support to the Dealer Representative (DR) and Exempt Market Dealer (EMD) teams.</li><li>Prepare, process, and track account documentation and investment transactions.</li><li>Maintain accurate and up-to-date client files, records, and databases.</li><li>Assist in the preparation of reports, statements, and correspondence.</li><li>Respond to client inquiries in a professional and timely manner (in person, via email, and by phone).</li><li>Liaise with internal departments and external partners to coordinate client requests and troubleshoot account issues.</li><li>Assist with mortgage administration, including preparing mortgage statements, recording transactions, and auditing borrower files.</li><li>Contact borrowers to address issues such as overdue payments, strata arrears, outstanding property taxes, and insurance requirements.</li><li>Administer and maintain investment accounts (RRSP, TFSA, and non-registered portfolios).</li><li>Process investor contributions, transfers, and redemptions accurately and in compliance with policies.</li><li>Reconcile reports and data using Excel and internal systems.</li><li>Contribute to process improvements and support operational efficiency within the department.</li></ul>
  • 2025-11-18T17:39:25Z
Inside Sales Representative
  • Surrey, BC
  • onsite
  • Permanent
  • 70000.00 - 80000.00 CAD / Yearly
  • <p>Are you a customer-focused sales professional who thrives in a fast-paced, technical environment? </p><p><br></p><p>Our client, a well-established leader in the pre-engineered building solutions industry, is looking for a driven Inside Sales Representative to join their growing team. This role is ideal for someone who is highly organized, solutions-oriented, and motivated to contribute to a reputable and long-standing business.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Inside Sales Representative, you will play a key role in supporting customers, preparing quotations, coordinating project details, and assisting the external sales team. You will be working closely with contractors, builders, and internal departments to ensure accurate information flow and a seamless sales process.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to inbound inquiries and provide product information, pricing, and availability.</li><li>Prepare and follow up on quotes, proposals, and project documentation.</li><li>Coordinate closely with engineering, estimating, and production teams to ensure project accuracy and timelines.</li><li>Build strong relationships with customers by providing timely, professional, and knowledgeable support.</li><li>Track leads, sales opportunities, and project information using CRM tools.</li></ul>
  • 2025-12-02T19:28:46Z