Client Support Associate

2 weeks ago

Kitchener, 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.

  • Client Support Associate

    Found in: beBee jobs CA - 2 weeks ago

    Kitchener, Ontario, 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...

  • Client Support Associate

    Found in: Talent CA C2 - 2 weeks ago

    Kitchener, Canada Financial Horizons 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)! ...

  • Client Support Associate

    Found in: beBee S CA - 2 weeks ago

    Kitchener, 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...

  • Service Support Associate

    5 days ago

    Kitchener, Canada Canada Life Assurance Company Full time

    **Job Description**: **Only located in Kitchener or Hamilton, ON.** At Canada Life, our Customers are at the center of what we do. As a Service Support Associate, you will provide in-house service and administrative support to our Group Retirement Services client service team. With a focus on customer service, well-developed communication skills and...

  • Analyst, Client Sales Support

    3 days ago

    Kitchener, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Support Specialist

    11 hours ago

    Kitchener, Canada WholeFleet Diagnostics Full time

    **About us** We are professional, agile, customer-centric and our goal is to is to be the leading provider of professional level electronic service tools, technical support and training in the heavy equipment repair industry. We are passionate about empowering fleet operators and equipment repair providers through new technology and innovative solutions....

  • Manager, Client Services

    7 days ago

    Kitchener, Canada Conestoga College Full time

    **Requisition Details**: - **Job Title**:Manager, Client Services & Student Fees**: - **Requisition #**:23-413**: - **Campus**: Doon - **Department**: Client Services & Student Fees - **Payband**: 11 - **Payband Range**: $88,307.00 - $110,385.00 - **Hours/Week**: 37.5 - **Posting Date**: Friday, July 21, 2023 - **Closing Date**: Wednesday, August 2, 2023...

  • Associate, Commercial Banking Associate Program

    3 days ago

    Kitchener, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Technical Support Representative

    Found in: beBee jobs CA - 2 weeks ago

    Kitchener, Ontario, Canada Recrute Action Inc. Full time

    Technical Support Representative Are you looking for a stimulating and dynamic job in the surrounding area of Waterloo? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job for you We are currently looking for a Technical Support Representative for one of...

  • Associate Insurance Advisor

    6 days ago

    Kitchener, Canada Joseph Balan & Associates Inc. - Co-operators Insurance and Financial Services Full time

    **Associate Insurance Advisor**_ **/ **_**Co-operators - Kitchener, ON** Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients unique needs....

  • Administrative Associate

    2 days ago

    Kitchener, Canada CBI Health Full time

    **Administrative Associate/ Receptionist - Kitchener, ON**: **Reporting to Manager of Operations, within the Intake team at FOCUS Assessments (Kitchener) is a full time, permanent role. The Administrative Associate - Receptionist would be working in the office.** **About this opportunity**: Are your organizational skills enhanced by a can-do attitude and a...

  • Support Services Officer

    3 days ago

    Kitchener, Canada Conestoga College Full time

    Requisition Details **Job Title**: **Support Services Officer** **Requisition #**: **23-752** **Campus**: Doon **Department**: School of Workforce Development **Payband**: G **Starting Rate**: $30.87 **Payband Range**: $30.87 - $35.77 **Hours/Week**: 37.5 **Posting Date**: Wednesday, May 31, 2023 **Closing Date**: Wednesday, June 7, 2023 at...

  • Assistant (Transition Support, Temporary)

    3 days ago

    Kitchener, Canada Richardson Wealth Full time

    **Employment Status**: Temporary, Full-Time **Location**: Kitchener, ON **Department**: Retail **Reporting To**: Branch Management & Investment Advisor Team **Job Id**: KIT - 005 **Job Level**: L3 **Seniority Level**: Associate **Position Overview**: The incumbent of this position will support the planning and execution of new Advisor transitions on a...

  • Salesperson Associate

    Found in: Jooble CA O C2 - 3 days ago

    Kitchener, ON, Canada Canadian Imperial Bank of Commerce Full time

    Associate, Agriculture & Commercial Banking page is loaded Associate, Agriculture & Commercial Banking Apply locations Kitchener, ON time type Full time posted on Posted 28 Days Ago job requisition id 2318517 We’re building a relationship-oriented bank for the modern world. You will join CIBC’s Agriculture & Commercial Banking team to provide support...

  • Homemakers - Self Employed

    11 hours ago

    Kitchener, Canada Community Support Connections Full time

    **JOIN OUR TEAM!** **JOB: Homemakers - Self Employed** **SALARY: $22.00 per Hour** Be the change in the life of a neighbour. Want to go into business for yourself? Community Support Connections is currently recruiting **Independent Contractors** for its Homemaking Program to provide assistance with light housekeeping, shopping, laundry and meal...

  • Tax Associate

    5 days ago

    Kitchener, Canada RabbitRecruit Full time

    **Job Title**:Tax Associate Type of Role: Nov - Dec (20-30 hours a week for training) Jan - May (30-40 hours per week) $18-$19 Location: Multiple Locations (Toronto, Kitchener, Niagara Falls, London, Windsor) On site Minimum Years’ Experience: 1 year **Introduction**: Our client is a rapidly growing group of tax franchises. We are looking for Tax...

  • Communications & Marketing Associate

    3 days ago

    Kitchener, Canada City of Kitchener Full time

    **Communications & Marketing Associate** **Competition Number** 2023-251 **Job Code** 1063 **Posting Date** June 1, 2023 **Closing Date** June 15, 2023 (at 6:00pm) **Job Status** Permanent Full-Time The - **City of Kitchener** is a vibrant and dynamic city of approximately 270,000, in the heart of southwestern Ontario. As the largest municipality...

  • Retail Sales Support-fairview Park Mall

    3 days ago

    Kitchener, Canada Bath & Body Works Full time

    Brand: Bath & Body Works Location: Kitchener, ON, CA Location Type: On-site Job ID: 03WDO Job Area: Store: Sales and Support Associate Employment type: Part-time Description At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our...

  • Customer Success Associate

    4 days ago

    Kitchener, Canada BinSentry Full time

    **Customer Success Associate** **_ Customer Success Associate Responsibilities:_** Within First 30 Days - Learn the basics of BinSentry’s products, business model, processes, and customers - Learn how to operate the Hubspot CRM system with great proficiency - Begin resolving inbound customer tickets Within First 60 Days - Resolve incoming tickets with...

  • Client Services Coordinator

    2 days ago

    Kitchener, Canada OrthoMed Canada Ltd. Full time

    **Company Overview** OrthoMed is the leading online retailer of off-the-shelf and custom orthopaedic braces, supports, and therapy products in Canada. We specialize in only the industry’s top brands including Breg, Bauerfeind, DonJoy, Ossur, Corflex, VQ OrthoCare and more. Our comprehensive range of products offer advanced designs that are clinically...