Customer Service Representative, Financial Services

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 an...