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Client Support Associate
2 weeks ago
Permanent Full Time
As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees - all focused on amplifying their business with the right opportunities and solutions at the right time for them.
Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Financial Horizons continues to operate independently in the marketplace
The Client Support Associate (CSA) provides service to clients requiring assistance related to their investment and insurance products. The CSA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, completing non-licensed service while delivering a professional and timely client experience.
**What you will do**
- Influence client loyalty and retention by providing consistent, accurate and high level client service
- Investigate, resolve and respond to client non-licensable queries by researching further information, as appropriate and dealing directly with our partners where required.
- Prepare and process investment and insurance requests, documentation and transactions
- Maintain accurate and detailed records of client interactions in CRM and electronic files
- Adhere to and maintain compliance requirements of the business
- Contribute to team and department goals
- Consistently follow process and maintain workflow to permit seamless backup coverage
**What you will bring**
- Proven experience in the financial services industry, Canadian banking, insurance, and/or financial channels
- Proven experience in a client service related field
- Knowledge of insurance and investment products and services
- Strong ability to utilize professionalism and deliver high level customer service
- High level of attention to detail, thoroughness and accuracy
- Proven experience with Microsoft programs such as Word, Outlook, Excel, PowerPoint
- CRM experience an asset
- College Diploma, University Degree or equivalent industry experience
- Client service focused
- High attention to detail/accuracy
- Process-centred
- Effective communicator - verbal and written
- Ability to prioritize and balance multiple tasks and navigate multiple systems
- Problem solving and ability to think fast
- Proactive and resourceful
- Adaptable to a growing business, changes in industry, regulations and business processesThe base salary for this position is between **$39,300****:
- $ 53,200** annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Be your best at Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
LI-Hybrid
