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Client Service Associate

Job Highlights
Direct Hire

About the Opportunity

The client service associate will support the firm’s business practices and provide exceptional client service. The successful candidate will be a team player with a positive can-do attitude, be able to multi-task, and thrive in a close-knit family office environment. he position supports and represents the advisors and the firm to clients, internal and external business partners, and the community

  • Handle client service requests and build trusting relationships with relevant stakeholders
  • Provide requested policy details to client, business owners, assignees, accountants, etc
  • Document, record and track correspondence, and required follow up o Update CRM, ledgers and summaries
  • Manage effective follow up strategies and processes to ensure requests are met and handled, while balancing priorities
  • Investigate and problem solve as required and respond accordingly in a timely manner
  • Prepare PowerPoint/Visio client presentations
  • Adhere to all market conduct and compliance rules, regulations and policies for all business lines
  • Work with integrity and passion to do what is right and interact professionally to obtain the best outcome for clients
  • Actively engage in learning and expanding your knowledge, taking ownership of your personal growth and development needs
  •  Support team initiatives, efforts, strategies, projects as required i.e. special occasions /events, client appreciation, etc

About You

  • 5+ years of customer service experience
  • Life insurance background with product knowledge preferred
  •  Word, Excel, PowerPoint, Visio
  • Good communication skills, both verbal and written
  • Positive attitude and professional manner
  • Commitment to privacy and confidentiality for clients and the firm’s practices
  • An eye for detail and accuracy
  • Aptitude for numbers



How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #320382

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.


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Client Service Associate

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