Associate, Business Development and Client Services
McNeill Nakamoto View all jobs
- Vancouver, BC
- $60,000-65,000 per year
- Permanent
- Full-time
Work Arrangement: Fully in office
Expected Salary Range: $60,000 - 65,000 per year, commensurate with skillset and experienceResponsibilities:Business Development and Marketing:
- Conduct outbound outreach, including both cold and warm calls, to potential clients.
- Record activities, maintain up?to?date client details, and keep campaign data accurate within the CRM system.
- Track marketing campaign performance and prepare updates on their effectiveness.
- Assist with coordinating events, webinars, seminars, and other business development initiatives.
- Provide broad marketing assistance as well as general administrative support.
- Ensure all marketing materials and activities follow established brand guidelines.
- Manage the onboarding process for new clients, including necessary documentation and account setup.
- Handle client questions and resolve issues accurately and professionally.
- Coordinate and book calls and meetings for clients and prospective clients.
- Prepare meeting materials, annual review packages, and required tax documents.
- Support portfolio analysis, performance summaries, proposals, and preparation of financial plans.
- Enter and submit trade instructions for advisor review and authorization.
- Holds a bachelor's degree in Business, Marketing, Communications, Psychology, or a related discipline.
- Completion of the Canadian Securities Course is an asset but not required.
- Sales or marketing background is an asset, and a strong sales track record is beneficial, though not required.
- Experience coordinating marketing projects-such as social media, publications, or events-is considered an advantage.
- Ability to manage a high volume of outreach with persistence and resilience.
- Maintains a positive approach and is self?motivated to achieve goals and meet targets.
- Open to coaching and ongoing training to continue developing skills.
- Capable of receiving feedback, learning from errors, and implementing corrections right away.
- Able to listen attentively, read social context, and communicate appropriately in various interactions.
- Strong time?management abilities to juggle multiple tasks, deadlines, and deliverables.
- Comfortable making decisions independently.
- Demonstrates curiosity and takes initiative to proactively identify needs.
- Upholds high ethical standards and behaves with professionalism.
- Interested in continued development through future training, courses, or designations.