Client Service Representative, Financial Services

4 days ago

Nanaimo, Canada Navacord Full time

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. This is an on-site position working out of the Nanaimo location.Position SummaryThe 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.ResponsibilitiesAssist with the overall client experience in the officeProvide 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 softwareLiaise with investment and insurance carriers to ensure effective and efficient administration of client filesPrepare documentation for client meetings and presentationsManage client files physically and electronically to ensure the CRM database is up to dateSupport other internal processes and duties as assignedSkills & ExperienceAt least 2 years of administrative experience (relevant industry experience is an asset)Strong working knowledge of MS Office applicationsAbility to learn and manage multiple software systemsExcellent organizational skills, discretion, and sound judgementAbility to multi-task, meet deadlines, and manage competing prioritiesExcellent written and verbal communication skillsHigh level of initiative and independence in getting work doneAbout UsAt Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen - to truly understand your needs, goals, and challenges. 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.Seniority levelAssociateEmployment typeFull-timeJob functionAdministrative, Customer Service, and FinanceIndustriesInsurance #J-18808-Ljbffr

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