Client Relations Assistant

3 weeks ago


Parksville, British Columbia, Canada Coastal Community Full time
About the Role

We are seeking a highly skilled and motivated Client Relations Assistant to join our team at Coastal Community. As a key member of our financial services team, you will be responsible for providing exceptional customer service, administrative support, and sales assistance to our clients and consultants.

Key Responsibilities
  • Provide friendly and professional service to clients, responding to their inquiries and resolving any issues in a timely and efficient manner.
  • Assist consultants with administrative tasks, such as preparing documents, processing transactions, and maintaining client records.
  • Support the development and maintenance of client relationships, identifying opportunities to cross-sell and upsell our products and services.
  • Work collaboratively with the team to achieve sales targets and business objectives.
  • Perform other administrative tasks as required, such as data entry, filing, and record-keeping.
Requirements
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook.
  • A minimum of 2 years' experience in the investment industry and 1 year in financial services.
  • Proficiency in MS Office (Word, Excel, PowerPoint, and Outlook) and CRM software.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
What We Offer

We offer a comprehensive total rewards package, including a competitive salary, extended benefits, and opportunities for professional development and growth. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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