Client Service Coordinator at iA Financial Group

Elevate client experiences with iA Financial Group as a Client Service Coordinator in Vancouver. Showcase your organizational skills while supporting daily team operations and ensuring seamless client interactions.

In your role, you'll be integral to our mission of providing exceptional client service. Your key responsibilities include screening communications, managing incoming mail, and preparing client packages efficiently. Additionally, you'll update client information diligently, communicate directly with clients, and manage administrative tasks to enhance operational efficiency.

Key Responsibilities:

• Screen and distribute client emails for timely action

• Sort and scan incoming documents for stakeholders

• Prepare client correspondence and packages for mailing

• Research and update client records per established guidelines

• Support service queues during peak times and team absences

Requirements:

• Strong organizational and attention to detail skills

• Customer service experience in administrative roles preferred

• Exceptional communication skills in English and French

• Flexibility and a willingness to learn new processes

• Proven ability to collaborate within a team environment

Deliver outstanding client support and foster relationships while enhancing your career at iA Financial Group.
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