Client Support Associate
7 months ago
Are you an organized individual who excels in providing support to advisors? 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** to join our team at Continuum Financial Centres (CFC)
Curious? Keep reading
**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
- Proven experience in insurance and investment/financial services
- Proven experience in 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:
- Excellent 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).
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