Client Relations Assistant

3 weeks ago

Nanaimo, British Columbia, Canada Coastal Community Full time
Job Title: Client Relations Assistant

Job Summary:

We are seeking a highly motivated and organized Client Relations Assistant to join our team at Coastal Community. As a key member of our wealth management team, you will be responsible for providing exceptional client service, supporting our consultants, and contributing to the growth and development of our business.

Key Responsibilities:

  • Provide administrative support to our consultants, including data entry, document preparation, and communication with clients.
  • Assist with client onboarding, including setting up new accounts and providing product information.
  • Support the development of business relationships with clients, including identifying opportunities for cross-selling and upselling.
  • Collaborate with the team to achieve business objectives, including contributing to sales and marketing initiatives.
  • Provide exceptional client service, including responding to client inquiries and resolving issues in a timely and professional manner.

Requirements:

  • 2+ years of experience in a customer-facing role, preferably in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in MS Office, including Word, Excel, and Outlook.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.

How to Apply:

If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].

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