Job Description
POSITION OVERVIEW The Client Service Representative, Financial Services supports Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.
This is an onsite role at our Nanaimo (Turner) location.
RESPONSIBILITIES
Assist with the overall client experience in the office
Provide direct day-to-day support to internal and external stakeholders by communicating effectively through multiple streams (in-person, phone, emails, letters, etc.)
Conduct investment and insurance-related administrative duties using various industry software
Liaise with investment and insurance carriers to ensure effective and efficient administration of client files, confidentiality is paramount
Prepare documentation for client meetings and presentations
Manage client files physically and electronically and ensure the CRM database is up to date...
This is an onsite role at our Nanaimo (Turner) location.
RESPONSIBILITIES
Assist with the overall client experience in the office
Provide direct day-to-day support to internal and external stakeholders by communicating effectively through multiple streams (in-person, phone, emails, letters, etc.)
Conduct investment and insurance-related administrative duties using various industry software
Liaise with investment and insurance carriers to ensure effective and efficient administration of client files, confidentiality is paramount
Prepare documentation for client meetings and presentations
Manage client files physically and electronically and ensure the CRM database is up to date...