Customer Service Representative
3 weeks ago
The Client Service Representative, Financial Services, supports multiple Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.
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
Manage client files physically and electronically to ensure the CRM database is up to date
Support other internal processes and duties as assigned
At least 2 years of administrative experience (relevant industry experience is an asset)
Strong working knowledge of MS Office applications
Ability to learn and manage multiple software systems
At Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.
We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.
WBFS is the result of the partnership of two of Navacord's leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Smithers, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.
-
Customer Service Representative
5 hours ago
Vancouver, British Columbia, Canada Advance Auto Parts Full time**About the Role:We are seeking a Customer Service Representative to join our team at Advance Auto Parts. As a Customer Service Representative, you will be responsible for providing exceptional customer service and sales experience for DIY customers.**Responsibilities:Provide excellent selling experience for DIY customer visits and phone callsAchieve...
-
Customer Service Representative
2 days ago
Vancouver, British Columbia, Canada Black & McDonald Limited Full timeAbout This RoleBlack & McDonald Limited is seeking a skilled Customer Service Representative to join our team. As a Centralized Call Centre Representative, you will play a critical role in supporting work order creation for the FMO and Service departments, ensuring the delivery of high-quality facility services to our customers.Responsibilities include...
-
Customer Service Representative
3 hours ago
Vancouver, British Columbia, Canada Waste Connections of Canada Inc. Full timeWaste Connections of Canada is a leading non-hazardous solid waste management in North America. We are looking for a SAFETY inclined, energetic, autonomous, and proactive team player who is capable of making a difference in his/her team and community. We have an immediate opening for a Customer Service Representative (CSR) at our office in Coquitlam, BC...
-
Customer Service Representative
2 days ago
Vancouver, British Columbia, Canada Jukebox Full timeCustomer Service Representative Vancouver About Jukebox Jukebox is a global online printing company serving customers who value the highest quality printing and customer services. Our team of print professionals is complimented by premium industrial machinery across our Vancouver and Toronto print facilities. From sales to customer support, our...
-
Customer Service Representative
4 weeks ago
Vancouver, British Columbia, Canada Distinct Vancouver Full timeCompany DescriptionAt Distinct Vancouver, we specialize in creating impactful direct marketing solutions through Pop-Up Events, Street Activations, Retail Experiences, and Campus Engagements. Our mission is to deliver immersive experiences that amplify brand awareness, expand market share, and drive revenue growth through innovative strategies tailored to...
-
Customer Service Representative
17 hours ago
Vancouver, British Columbia, Canada Distinct Vancouver Full timeCompany DescriptionAt Distinct Vancouver, we specialize in creating impactful direct marketing solutions through Pop-Up Events, Street Activations, Retail Experiences, and Campus Engagements. Our mission is to deliver immersive experiences that amplify brand awareness, expand market share, and drive revenue growth through innovative strategies tailored to...
-
Customer Service Representative
3 weeks ago
Vancouver, British Columbia, Canada Waste Connections, Inc. Full timePRIVACY NOTICE FOR CALIFORNIA RESIDENT APPLICANTSWaste Connections does not "sell" or "Share your personal information as we understand those terms to be defined by the CCPA, the CPRA and their respective implementing regulations.If you have any questions or comments about this notice, our Privacy Policy for California Job Applicants, the ways in which we...
-
Customer Service Representative
6 days ago
Vancouver, British Columbia, Canada BuildDirect (TSXV: BILD) Full timeJob Description">We are seeking a highly motivated and customer-focused Customer Service Representative to join our team at BuildDirect. As a key member of our customer success team, you will be the first point of contact for customers needing assistance after the point of sale.Your primary responsibility will be to deliver exceptional customer service...
-
Customer Service Representative
1 week ago
Vancouver, British Columbia, Canada SalesBeaver Full timeCustomer Service Representative (Sales Focus) | Immediate StartExcited to kick-start or take your career in customer engagement to the next level? At SalesBeaver, we're looking for enthusiastic and driven individual to join our growing team in Vancouver. Representing top-tier products and working with some of Canada's leading retailers, you'll gain valuable...
-
Customer Service Representative
1 week ago
Vancouver, British Columbia, Canada SalesBeaver Full timeCustomer Service Representative (Sales Focus) | Immediate StartExcited to kick-start or take your career in customer engagement to the next level? At SalesBeaver, we're looking for enthusiastic and driven individual to join our growing team in Vancouver. Representing top-tier products and working with some of Canada's leading retailers, you'll gain valuable...
-
Customer Service Representative
2 weeks ago
Vancouver, British Columbia, Canada GOLDMARK Property Management Full timeCustomer Service Representative - Grand Noodle Emporium6133 University Boulevard, Vancouver, British Columbia, Canada Req #721Tuesday, December 10, 2024The Alma Mater Society (AMS) is the University of British Columbia's (UBC) student society, and works to improve the academic, social and personal lives of the 56,000 UBC students at its Vancouver campus. The...
-
Customer Service Representative
3 weeks ago
Vancouver, British Columbia, Canada AO Globe Life - Nzube Justin Ejifugha Full timePosition: Customer Service Representative - Remote PositionOrganization: AO Globe LifeOverview:AO Globe Life seeks a highly motivated and results-oriented Customer Service Representative to join our dynamic team. This role is pivotal in driving organizational growth through strategic client engagement and the provision of tailored solutions. The successful...
-
Customer Service Representative
4 weeks ago
Vancouver, British Columbia, Canada The Headhunters Recruitment Full timeOur client, a homegrown Canadian retail brand with international reach is looking for a Customer Service Representative to join their team in Vancouver, B.C. The Customer Service Representative will be responsible for the customer care of a nation-wide customer base, including requests for information, orders, and other customer needs. The ideal candidate...
-
Operations Customer Service Representative
3 weeks ago
Vancouver, British Columbia, Canada Intelcom | Dragonfly Full timeOperations Customer Service RepresentativeApplyLocations: Canada, British Columbia, VernonTime Type: Full timePosted on: Posted 30+ Days AgoJob Requisition ID: JR107035Ride the next mile with usWhy choose Intelcom and become one of our Operations Customer Service Representatives?- You thrive on helping others and finding solid solutions to whatever comes up...
-
Customer Service Representative
4 weeks ago
Vancouver, British Columbia, Canada Regina Creation Solution Full timeFull job descriptionAs a Customer Support Representative, you will be the primary point of contact for our customers, providing exceptional service and assistance. You will address inquiries, resolve issues, and ensure a positive customer experience.Key Responsibilities:Customer Interaction: Respond to customer inquiries via phone, email, and chat in a...
-
Customer Service Representative
17 hours ago
Vancouver, British Columbia, Canada Regina Creation Solution Full timeFull job descriptionAs a Customer Support Representative, you will be the primary point of contact for our customers, providing exceptional service and assistance. You will address inquiries, resolve issues, and ensure a positive customer experience.Key Responsibilities:Customer Interaction: Respond to customer inquiries via phone, email, and chat in a...
-
Customer Service Representative
1 day ago
Vancouver, British Columbia, Canada Altis Technology Full timeJob OverviewWe are seeking a highly motivated Customer Service Representative to join our team at Altis Technology. As a key member of our sales and customer service operations, you will play a vital role in supporting our customers and driving sales opportunities.Key Responsibilities:- Provide exceptional customer service via phone and email, assisting with...
-
Customer Service Representative
1 day ago
Vancouver, British Columbia, Canada Altis Technology Full timeAbout Altis Technology">We are a leading provider in the hydroponics industry, dedicated to delivering innovative solutions and exceptional customer service. Our company values diversity, inclusivity, and teamwork, creating a dynamic work environment that fosters growth and development.">Job Summary">We are seeking an experienced Customer Service & Inside...
-
Customer Service Representative
2 weeks ago
Vancouver, British Columbia, Canada MCAP Group of Companies Full timeCustomer Service RepresentativeMCAP at a GlanceJoining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total rewards offering, a...
-
Customer Service Representative
3 days ago
Vancouver, British Columbia, Canada Prometric Ireland Limited Full timePrometric ( www.prometric.com ) is a trusted test development and delivery provider to more than 300 organizations worldwide. Prometric serves as an industry gatekeeper, ensuring that people legitimately earn the credentials they seek to achieve, and thereby guaranteeing a fair testing experience for all who come through our doors.CUSTOMER SERVICE...