Client Service Administrator

3 months ago

Bedford, Canada Assante Financial Management Full time

**Summary of Role**:
**Duties and Responsibilities**:

- Answer incoming telephone calls, assist caller if applicable, forward and transfer calls to appropriate parties in a professional manner
- Greet clients and visitors of office in a professional manner. Provide responsive and friendly customer service
- Provide excellent customer service by responding to client requests in a timely and accurate manner and referring more complex inquiries to senior staff
- Document client calls to provide necessary and detailed information for internal audit purposes
- Maintain client electronic databases and files
- Prepare materials & financial reports for client meetings. Complete all follow-up activities.
- Efficiently prepare, process and file required client documentation & maintenance
- Commitment to stay up to date with the financial industry, and keep up to date on training and credentials that would be covered through work
- Word processing, entering data into spreadsheets, mail merges, outlook calendar coordination, etc. using all functions of Microsoft Office Suite, account administration, documentation, and order entry
- Accept additional duties and responsibilities as assigned

**Experience and Qualifications**:

- Degree or certificate in a business related discipline although a suitable combination of education and experience will be considered
- Financial/Systems related degree/education is an asset but not required
- Canadian Securities Course and/or IFIC is an asset but not required
- Tax & Insurance training/ experience is an asset but not required
- Insurance knowledge is an asset

Knowledge, Skills, and Abilities

**Job Specific Knowledge**:

- Strong customer service skills, positive attitude and good listening skills, and the ability to work with many stakeholders including clients, head office, back office support staff as well as financial institutions
- Excellent time management skills; able to meet or exceed service standards
- Strong organizational skills with attention to detail
- Demonstrate problem solving and analytical thinking
- Excellent communication skills, both oral and written, to deal effectively with all stakeholders
- Honesty, integrity, and the ability to keep confidential information private are essential requirements.

**Technical Skills**:

- Excellent PC skills including MS Word and Excel
- Willingness to adapt to frequent technology changes

**Essential Job Attributes**:

- Ability to prioritize and produce high quality work with good judgment; results oriented
- Well-developed problem solving and organizational skills
- History of punctuality and reliability
- Ability to work effectively autonomously as well as being an efficient team player in a fast-paced, high-change environment
- Honesty, integrity, and the ability to keep confidential information private are essential requirements.

We thank all applicants for their interest, however, only those selected for an interview will be contacted.

**Job Types**: Full-time, Permanent

Additional pay:

- Bonus pay

**Benefits**:

- Extended health care
- On-site parking
- Paid time off

Schedule:

- 8 hour shift

**Education**:

- Secondary School (preferred)

**Experience**:

- customer service: 1 year (preferred)

Work Location: In person

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