Finance, accounting and management jobs in Surrey, British Columbia
and client account documentation.Maintains branch files on outstanding client complaints hold mail accounts, insider clients, outside business activities, non-approved option trades, pledge accounts as per guidelines.Performs various o[...]
As a Member Service Specialist, you will uncover and support sales while delivering exceptional customer service and is responsible for proactively developing positive relationships and satisfying our members' product and service needs[...]
Determine needed programs and/or actions to increase performance on a continuing basis. Identify targets for finance product sales and ensure that such targets are met. Proactively identify client needs and offer appropriate advice in [...]
Is this role right for you? In this role, you will: Be passionate about leading and driving a customer focused culture throughout your team to deepen client relationships Assist with building and strengthening existing and new customer[...]
As an Assistant Manager, Investment Services, you will participate in strategic initiatives, departmental projects, and annual or year-end processes. Responsibilities include: developing employees to provide a superior level of member [...]
including the management of ATM, night deposit processes, postdated and pending file management, cash and negotiable balancing. Help drive outcomes through leadership in campaign management and reporting. Provides back-up support for o[...]
As a Senior Digital Product and Segment Manager, you will oversee the creation of a digital product, recognize the user and buyer personas and creating unique value propositions, identify, evaluate and respond to crucial product analyt[...]
