Assistant, Client Service

4 weeks ago


London ON, Canada The Vantage Talent Group Full time

Accountabilities:

Including but not limited to:

•Cultivate client relationships by promptly addressing inquiries and supporting advisors with insurance coverage implementation.

•Provide direct support to the advisory team by creating presentations, and organizing meetings.

•Record meeting notes, perform data entry, and facilitate application completion with clients.

•Proactively manage scheduling

Success Measures:

Including but not limited to:

•Client focused

•Willingness to learn

•Attention to detail

•Time management

•Accountability, active decision making



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