Remote Client Services Associate

The A. O. Garcia Agency is hiring a Remote Client Services Associate based in Vancouver, Washington. This position is fully remote, allowing work from home while supporting clients and the agency team. Role overview This role centers on providing attentive customer service and handling client inquiries. The Client Services Associate plays a key part in ensur…

Join our dynamic team at Mufg Investor Services as an Associate in the Nexus Client Delivery department. In this role, you will play a vital part in delivering exceptional service to our clients, ensuring their needs are met with professionalism and efficiency. You will collaborate with various stakeholders, manage client inquiries, and support the execution of client-related projects.

The A. O. Garcia Agency is seeking a Client Benefits Representative based in Vancouver, Washington. This remote position centers on helping clients understand and access their benefits while working from home. Role overview This position involves guiding clients through their available benefits and answering questions about coverage and options. The focus is on providing clear information and reliable support so clients can make informed decisions. What you will do Assist clients with questions about their benefits Help clients navigate their options and select appropriate coverage Deliver prompt and attentive service in a remote setting Location and flexibility This is a work-from-home role for candidates in the Vancouver, Washington area. The position offers flexibility while maintaining a strong commitment to client service.

Join our dynamic team at Ebury as an Associate Client Portfolio Manager. In this role, you will assist in managing client portfolios and ensure optimal financial solutions tailored to our clients' needs. You will work closely with our experienced portfolio managers, gaining insights into investment strategies and market trends while delivering exceptional client service.

Please be aware that this is a talent pool position, not an active opening. If you wish to be considered for future Account Management or Client Services roles at DEPT®, we encourage you to submit your application. We will reach out when a relevant opportunity becomes available.This role is integral to our Personalised Content team which is dedicated to crafting emotionally resonant and conversion-driven ideas, products, and campaigns efficiently. Our expertise lies in hyper-personalized digital communications that transform perceptions, influence behaviors, and expand market share for clients such as eBay, Walmart, and others!JOB PURPOSE:At DEPT®, we are continuously seeking fresh talent. Whether you are at the start of your client services journey or a seasoned Account Manager with experience in mentoring or management, we would love to connect with you.As a member of the Client Services team, you will cultivate robust relationships with clients while overseeing the execution of an array of integrated campaigns. Your responsibilities will include managing client briefs, planning, assigning and reviewing creative work, and collaborating with the team to manage overall agency workload.You will collaborate closely with Designers, Copywriters, Developers, and other agency departments to ensure the successful delivery of campaigns.KEY RESPONSIBILITIES:Draft, manage, and review client briefs.Ensure timely delivery of client projects across multiple campaigns while coordinating with the Account Director on team capacity.Act as a liaison with clients to clarify inquiries, manage expectations, and proactively communicate updates, statuses, or agency recommendations.Effectively convey client feedback to Designers and Copywriters.Prioritize team workloads and escalate issues when necessary.Maintain comprehensive knowledge of each client's business, strategies, objectives, brand, audience, and challenges, advising on tailored communication solutions to become a trusted advisor.Foster excellent relationships with key clients through regular meetings, video calls, planning sessions, and evaluations.Ensure that success metrics are achieved and that projects are completed on time and within budget.

Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) stands at the forefront of global financial services. With a headquarters in Greenwich, CT, USA, and a presence in over 15 nations, we have consistently led the industry with innovative solutions for over 40 years. Our commitment to cutting-edge technology and customer satisfaction sets us apart.As a trusted provider of electronic brokerage services, we operate around the clock, facilitating trading in stocks, options, futures, currencies, bonds, and funds for clients across more than 200 countries and territories. Our clientele includes individual investors and institutions, such as financial advisors and hedge funds. By leveraging our advanced technology and competitive pricing, we empower our clients to maximize their investment potential.Recognized by Barron’s as the #1 online broker for six consecutive years, we invite you to join our dynamic, multinational team and contribute to simplifying financial opportunities through state-of-the-art technology.This is a hybrid role (4 days in the office/1 day remote).Interactive Brokers is not your typical brokerage. We have developed one of the world’s most sophisticated trading platforms, earning the trust of millions of traders globally. We seek ambitious problem solvers, whether you are a recent graduate or possess one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will assist clients in trading a diverse range of assets, from stocks and options to cryptocurrencies and event contracts.Kickstart or elevate your finance and technology career in the vibrant city of Vancouver.About the TeamOur Vancouver Client Experience team comprises former traders, industry veterans, and early-career professionals who share a passion for financial markets and technology. We value ambition and collaboration, always striving to tackle complex challenges. Whether you bring prior trading experience or fresh insights from your academic journey, you’ll find a supportive environment dedicated to your growth.

Join our dynamic team at CCG Business Solutions as a Virtual Controller within our Client Accounting Services division. We are a rapidly expanding company seeking skilled controllers who can manage our clients' accounting operations effectively. Below is a comprehensive outline of the responsibilities and duties for this role: Client Reporting & Compliance: As a Virtual Controller, you will supervise daily accounting activities for clients, ensuring precise and high-quality financial reporting. You will cultivate strong working relationships with clients, understanding their financial objectives and proposing solutions aligned with their vision and mission.Conduct meetings with new and existing clients to analyze and document their current financial processes, offering constructive recommendations for enhancements.Evaluate and suggest improvements to budgeting and reporting systems to enhance the utility of financial reports for stakeholders.Scrutinize monthly bookkeeping, working papers, and journal entries prepared by bookkeepers for accuracy.Assess year-end working papers and financial statements prepared by bookkeeping staff.Prepare complex working papers and provide guidance to the bookkeeping team.Generate sophisticated financial reports using accounting software in preparation for year-end filings.Offer continuous support, training, and direction to our clients’ bookkeeping staff.Compile financial reports for non-profit and charitable organizations.Monitor client compliance deadlines, including corporate tax payments, GST and PST returns, payroll remittances, and year-end corporate taxes.Plan and implement in-scope work such as budget development to align with organizational timelines and goals. Client Advisory Services: As a trusted advisor, the Virtual Controller aims to deliver exceptional client satisfaction. You will ensure service quality exceeds expectations, while also meeting budgeted objectives for client engagements.Collaborate with clients to create individual and master fund budgets, as well as program or project budgets.Produce budget-versus-actual reports, working with management to analyze variances for informed decision-making.Partner with Executive Directors, Boards, and management to establish robust internal controls.Assist clients in identifying financial management roles and responsibilities, crafting comprehensive job descriptions.

Role OverviewAs a Senior Associate in the Nexus team, you will engage with investment managers and auditors to address daily operational challenges. You will play a pivotal role in enhancing financial reporting processes and collaborating on system improvement initiatives.Key ResponsibilitiesFacilitate effective communication with clients, vendors, and audit firms to foster strong relationships.Prepare and coordinate comprehensive financial reporting deliverables and related documentation.Ensure adherence to operational procedures, controls, and regulatory standards in all reporting processes.Stay informed on applicable regulations and accounting standards to maintain compliance.Develop financial statement drafts, pro formas, and roll forwards.Respond promptly to stakeholder inquiries with thorough and accurate information.Undertake additional tasks as needed to support team objectives.

About Ck Specialty Insurance AssociatesCk Specialty Insurance Associates is a dynamic and rapidly expanding independent wholesale insurance brokerage that is dedicated to delivering innovative and personalized insurance solutions to retail agents and brokers nationwide. With an entrepreneurial spirit at our core, we prioritize speed, exceptional service, and strong partnerships with our agents, which are integral to our operations.Since our establishment in 1998, we have earned a stellar reputation in the Excess & Surplus (E&S) market, catering to a diverse array of commercial and personal lines. Our commitment to providing access to top-tier carriers and specialized products allows us to meet the distinct needs of today’s insurance consumers.At Ck Specialty, we embody a 120% mentality, striving to exceed expectations in our service to clients, partners, and colleagues alike. Our core values of precision, reliability, organization, and speed guide our team's efforts, and we proudly uphold the acronym PROS. We seek self-starters, problem-solvers, and dedicated professionals eager to contribute to a fast-paced and impactful environment.Why Join Ck Specialty?Engaging and supportive team cultureOpportunities for growth and professional development in a rapidly scaling organizationStrong leadership committed to training and staff developmentYour voice matters - contribute ideas that shape our trajectoryWhether you’re new to the insurance field or a seasoned professional, Ck Specialty welcomes your contributions and offers a platform where they can truly make a difference. While we take pride in our achievements, we are even more excited about our future.Your RoleWe are seeking a meticulous and detail-oriented individual to join our team as an Underwriting Assistant with light marketing support responsibilities. This role primarily focuses on enhancing our underwriting operations while assisting with select outreach and data-related activities that bolster business development efforts.The ideal candidate will thrive when working with data, maintaining precise records, supporting underwriters, and utilizing tools such as Levitate for relationship management. While marketing functions are supportive, they may include data mining, maintaining contact lists, and occasional introductory outreach or cold calls under guidance. This position requires no travel and does not involve ownership of marketing strategy or execution, but rather provides essential operational support to keep workflows organized, efficient, and responsive.Marketing & Agency Support - 20%Identify and pursue new business opportunities to broaden our client base.Present targeted product offerings to agencies and formulate sales strategies to enhance adoption.Create and disseminate engaging marketing materials.

About ADF Medical Services Inc. ADF Medical Services Inc. provides medical support and administrative solutions across Canada. The team is expanding and looking for a part-time remote data entry clerk based in Vancouver, British Columbia. Role Overview This part-time, work-from-home position focuses on supporting the administrative and health records team. The data entry clerk helps maintain accurate and up-to-date patient and medical records in company databases. What You Will Do Enter and update patient and medical information in digital database systems with accuracy. Review records to confirm completeness, accuracy, and consistency. Organize and maintain digital health records and files. Cross-check source documents to confirm data integrity. Work with internal teams to identify and resolve any data discrepancies. Handle all patient information confidentially, following HIPAA guidelines. Meet part-time data entry goals and maintain accuracy standards. Attend onboarding training and ongoing coaching sessions as required. Location and Schedule This is a remote, part-time role based in Vancouver, British Columbia. Work is performed from home with a flexible schedule.

About the Role Optix is hiring a Customer Success Associate in Vancouver, British Columbia. This role centers on supporting clients and making sure they receive attentive, helpful service. The Customer Success Associate communicates directly with customers, listens to their needs, and helps resolve issues as they arise. What You Will Do Respond to client questions and requests with clear, timely answers Work to understand each customer's goals and challenges Offer solutions and guidance to help clients get the most from Optix Build and maintain strong, ongoing relationships with clients Identify and address potential issues before they become problems What Sets You Up for Success Strong interest in customer service and support Ability to listen actively and communicate clearly Comfort solving problems and finding solutions for others Desire to help clients succeed and feel valued This position is based in Vancouver, British Columbia, Canada.

Join Comoto as a Sales Associate and be a vital part of our team, where your passion for customer service will drive sales and enhance our clients' experiences. You will be responsible for engaging with customers, understanding their needs, and recommending products that align with their interests. This role offers an exciting opportunity to work in a fast-paced environment where you can grow your skills and advance your career.

Step into the most vibrant store in the mall! At BoxLunch, we are on the lookout for passionate music and pop culture enthusiasts to elevate the shopping experience for our customers. As a Retail Sales Associate, you will play a pivotal role in our success by delivering exceptional customer service and ensuring fellow fans can access the merchandise they adore. Your extensive knowledge of fandoms will be invaluable as you assist in stocking and replenishing products and creating visually stunning merchandise displays, all while maintaining a keen focus on enhancing the in-store experience.

Aviso Wealth:At Aviso Wealth, our mission is to enhance the financial health of Canadians. As a prominent player in the wealth management sector, we embrace values such as leadership, innovation, collaboration, responsibility, and community engagement. Our dedicated team of talented professionals exemplifies our core values, and our vibrant 'oneaviso' culture truly distinguishes us in the industry. If you seek a challenging and fulfilling career with a company that prioritizes its people, discover the opportunities that await you at www.aviso.ca.Position Overview:We are excited to invite applications for the role of National Vice President, Priority Clients within our Direct Investing team.This pivotal role reports directly to the VP of Strategic Partnerships & Priority Clients and entails leading a team of skilled Senior Relationship Managers. You will cultivate a high-performance culture while ensuring top-notch service delivery to our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clientele.Alongside team leadership, you will also manage a select portfolio of complex client relationships, offering bespoke wealth management consultations and strategic investment advice. The ideal candidate will possess extensive knowledge in online brokerage, a successful history of team and sales leadership, and a client-focused approach that fosters loyalty and growth.

We are seeking a dynamic and friendly Front Desk Associate to join our team at myodetox. In this role, you will be the first point of contact for our clientele, providing exceptional customer service and ensuring a welcoming environment. You will handle various administrative tasks, manage appointments, and support the operational needs of our wellness center.

As a Senior Associate in the Nexus, Investor Delivery team, you will report directly to the Junior Associate Director, contributing to the quality and efficiency of our investor services. Your key responsibilities will include:Ensuring the accuracy and quality control of daily deliverables in accordance with company policies related to investor registration, transactions, reporting, and cash management.Acting as the primary point of contact for client inquiries and deliverables, ensuring that all requests are completed in a timely manner while adhering to service level agreements, and escalating issues when necessary.Preparing capital calls, distributions, and investor allocations with precision, ensuring compliance with fund documentation.Calculating fee schedules and waterfall models while maintaining adherence to fund terms.Fostering a positive team culture through regular communication, sharing of knowledge, and collaborative efforts.Assisting management with departmental initiatives, projects, and risk mitigation strategies.#LI-Hybrid

Myo seeks a part-time Front Desk Associate for its Chinatown clinic at 683 Gore Ave, Vancouver. This role plays an important part in supporting daily front desk operations and ensuring clients receive attentive service from the moment they arrive. Schedule The position requires a commitment of at least 3 days per week. Shifts may fall on weekdays or weekends, depending on clinic needs. What you will do Greet clients and visitors as they enter the clinic Handle appointment bookings and check-in procedures Assist clinicians with administrative tasks as needed Keep the front desk area clean and organized About Myo Myo brings together physiotherapists, chiropractors, and massage therapists to help people improve body awareness, prevent injuries, and manage pain. The team focuses on supporting everyday wellbeing through a comprehensive approach. Myo’s mission is to help people futureproof their bodies and raise global body IQ. #FutureproofYourBody

hiive seeks an Associate, Operations Strategy to support ongoing improvements in how the company functions. This position is based at the Vancouver, BC headquarters. Key responsibilities Collaborate with teams throughout the business to review and evaluate current operational processes Identify ways to boost efficiency and overall effectiveness Assist with implementing new solutions that align with hiive’s strategic direction This role offers the opportunity to influence both day-to-day operations and the company’s long-term approach.

The A. O. Garcia Agency is looking for a Remote Enrollment Specialist based in Vancouver, Washington. This position centers on supporting clients throughout the enrollment process and making sure each step goes smoothly. Role overview As a Remote Enrollment Specialist, the main focus is guiding clients through enrollment procedures. Attention to detail and clear communication are important for helping clients complete required steps and addressing any questions along the way. What you will do Assist clients during enrollment, providing support and information as needed Help ensure a positive and efficient enrollment experience Requirements Ability to work remotely Strong communication and organizational skills Comfort with client-facing tasks

Role Overview Beedie is hiring an Operations Associate in Vancouver, BC. This position supports daily operations and helps improve processes across the team. The role calls for someone who notices details, takes initiative, and cares about delivering reliable service.