Client Support Associate

2 weeks ago

Kitchener ON, Canada Financial Horizons Group Full time
Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?

If you nodded ‘yes’ to those questions, you may be the next Client Support Associate (CSA) to join our team at Continuum Financial Centres (CFC)

Curious? Keep reading…

The CSA provides service to clients requiring assistance related to their investment and insurance products. The CSA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, and completing non-licensed services while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients.

What will you be doing in this role?
Provide professional, high level client service with a “client first” approach
Provide insurance and investment administrative services and support to clients and advisors
Process end-to-end insurance, segregated, and mutual fund new business, transactions and inforce service
Meticulously maintain electronic records and files, as well as ensuring timely follow-ups
Follow defined and documented processes consistently and accurately
Contribute as a valuable part of a high functioning operations team committed to the success of our clients and CFC
Ensure compliance standards are met and consistently maintained
Build and maintain collaborative and constructive working relationships
Communicate professionally and effectively to clients, advisors, colleagues, and carriers
Able to take on special projects, as required by the management team

What should your experience and qualifications look like?
Post-Secondary education in business/office administration, or related work experience
Knowledge of insurance and financial services, as well as mutual funds and segregated investments
Proven experience in delivering a high level of professional client service
Proven experience with Microsoft programs (Word, Excel and Outlook)
Experience with WealthServ, MGA and carrier knowledge an asset

What competencies are required?
Service oriented
Attention to detail and follow-through
Professional communication skills (written and verbal)
Self-motivated and driven
Problem solving skills
Resourceful
Organizational and time management skills
Adaptable
Positive and collaborative team player
Interpersonal skills
Ability to follow instructions and documented processes consistently
Aptitude for learning new technology and processes

Benefits & Perks

Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment

These are some of the benefits we provide:

Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc…
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

Who are we?

Continuum Financial Centres offers a full range of financial services to help our clients meet their goals. Our team of experts are ready to assist clients solve even the most complex financial questions. We have a wide suite of financial solutions offered by our many insurance and investment carrier partners – to suit every lifestyle. We are headquartered in Kitchener, Ontario, and have a presence right across the country. Continuum is part of the Financial Horizons group of companies, a leading, national, Canadian-owned and operated Managing General Agency (MGA).

If you've read this far, first of all, thank you for your time, secondly, if this seems like a great fit for you, then we look forward to your application.

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