Client Service Associate, Insurance and Investments

Client Service Associate, Insurance and Investments

Description:

Permanent Full Time

Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments , will be the ‘glue’ that binds all client relationships together. You will be the first voice people hear when they call in, and the first person they see when they visit.

Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, processing and administrative support to advisors and other duties as assigned.

Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism, attention to detail and a strong focus on growth both personally and professionally.

We value talent development and internal career progression. This role provides a strong foundation for future opportunities across the organisation, allowing the successful candidate to expand their skills, explore new areas of interest, and pursue advancement as suitable opportunities arise.

What you will do

Respond promptly to client inquiries via telephone, email, video conference and in person.

Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members.

Answer queries, disseminate or explain information to callers and visitors both internal and external as required.

Escalate all client matters in a timely manner, as warranted by the situation.

Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.

Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.

Handle all client requests with the Advisor and/or the team within pre-defined SLA’s.

Contribute to the collective (team), business and personal goals and targets.

Provide coverage for other support staff, as directed from time to time.

Ensure accuracy of completed paperwork, financial plans and all client meeting documentation

Coordinate client account/trade instructions for creation and completion.

Processing insurance and investment new business and in-force service work from start to finish, ensuring accuracy and timely follow-up.

Ensure that all client information and documentation is entered in the CRM/files.

Provide ongoing feedback to the team to ensure all opportunities for business improvements and efficiencies are captured and reviewed.

What you will bring

2 years in an Advisor/Client support role in a Financial Services/Insurance firm.

Initiate and maintain excellent relationships with clients, advisors, branch support staff, head office staff, carrier contacts and other key stakeholders.

Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.

Adaptability to changes in product, process, procedures and technology, with an understanding of the need to quickly change priorities and respond in a positive manner

Strong problem-solving skills and positive, can-do attitude

Organizational skills and time management – able to multi-task, prioritize and comfortable working in a fast-paced environment.

Proficiency of MS Office programs such as Word, Outlook, Excel, Power Point, MS Teams, SharePoint, and aptitude for learning new technology

Knowledge of Univeris, CRM and other industry systems and software an asset.

Life and A&S License and be willing to obtain an MFDA license is preferred, and willing to complete all required continuing education requirements for licencing.

The base salary for this position is between  $45,900 - $68,800  annually. This represents base salary only and does not represent other variable compensation components of our total compensation…