Client Services Coordinator
5 days ago
**About ZLC Financial**
ZLC Financial is a prestigious financial services firm with a legacy of excellence, trusted in the community for over 70 years.
We deliver tailored, independent advice to high-net-worth individuals, families, entrepreneurs, and successful business owners.
The firm is relied on for exceptional service and expert knowledge, and our staff and advisors are proud of the reputation they have built in Western Canada.
Job Summary:
The primary purpose of this position is to provide administrative and technical support to the assigned advisor team and to provide the highest quality of service to clients.
Main Responsibilities:
- Manage policy placement, replacements, conversions, and ensure all tasks are completed on time.
- Provide exceptional client service and resolve policy-related inquiries.
- Build strong relationships with insurance and fund companies, including case coordinators.
- Manage special projects and other duties as required by advisors.
Requirements:
To be successful in this role, you will need:
- 2 years experience in the insurance industry (specifically with life insurance or investment product service capacity).
- LLQP licence required (we will consider applicants with the above experience and can support completion of LLQP Licence).
Skills and Qualifications:
You should have:
- Proficient in MS Office (Outlook, Excel, Word) with strong analytical, communication, and problem-solving skills.
- Strong customer service focus, ensuring high-quality outcomes for both clients and the company.
Benefits:
This is a full-time, permanent position with a hybrid work model.
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