Client Care Service Representative – #4438 -A
Job Developer:
Kristen Butryn
The Client Care Service Representative/Administrative Assistant is responsible for maintaining up to-date financial information (i.e. term deposit rates) communication with Advisor to ensure all client needs are met in a timely manner and maintain accurate and up-to-date client files.
Duties:
CLIENT CARE SERVICE DUTIES
- Working directly with client Advisor to respond in timely manner to ensure full resolution to all issues and concerns related to investment clients
- Maintain a documentation trail while resolving all issues with regards to investments
- Assist plan administrators with their queries and/or concerns as to the group retirement plan
- Keep advisor advised of all issues and/or concerns
ADMIN SUPPORT DUTIES
- Assist with the setting up of client meeting appointments for advisors
- Responsible for all filing, data entry and maintaining client lists
Client Meeting Preparation for Advisors:
- Ensure all files and appropriate documents are in place with current information and prepare meeting agenda with advisor
- Provide advisor with current portfolio summaries - as needed
- Acquire current rates for term deposit products (both bank and insurance suppliers)
- Communicate with life insurance admin support for copies of insurance documents
- Review of documentation for accuracy as directed by advisors
INVESTMENTS
- Initiate follow up procedures on all outgoing documentation and record follow up action
- Provide advisor with up-to-date status reports of all actionable items on a regular basis
- Assure that all funds are directed to the appropriate destination in a timely manner
- Develop a working knowledge of group investment products including the Capital Accumulation
- Guidelines (individual and group)
- Develop a working knowledge of insurance products
Requirements:
- Bilingual in French and English is preferred but not necessary
- Proficient in Excel, Word and a working knowledge of data base systems
- Strong attention to detail
- Excellent interpersonal skills
- Exceptional time management skills
- Knowledge of the insurance Industry is not necessary but is an asset
- Post-Secondary Education in a related field
- 35 hr work week
- Benefits and access to retirement plan after probation period
Please apply with a resume and cover letter.
