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Client Service Specialist
4 days ago
Feigelsohn Kellar is a Toronto-based transition-planning firm. Our unique approach is based on early experience working in the insurance industry with affluent families. We saw that these families were not receiving the adequate care required to empower their future generations. Feigelsohn Kellar emerged in 1994 to provide that integrated care, expertise and service. As active listeners and experienced financial professionals, our varied skill sets have made us an excellent team.
Feigelsohn Kellar works with ultra-affluent individuals who want to create a robust intergenerational transition plan. Our clients expect best-in-class expertise and skills. As such, we are looking for dedicated, responsive, and organized professionals that will provide market-leading customer experiences.
- Strong communication skills including writing, telephone and one on one;
- The ability to self-motivate and take action when required;
- Manage a variety of activities with a sense of purpose and focus on outcomes;
- Strong organizational skills.
**Responsibilities and Duties**
Duties include, but are not limited to:
- With the help of the Director of Client Experience, help with all client deliverables, business processes and customer experience;
- Help create insurance underwriting deliverables;
- Help administer life insurance policies on behalf of our clients, as assigned;
- Help maintain all paper and electronic files;
- Help coordinate meetings and conference calls with clients and clients’ advisors as assigned;
- Help manage the financial reporting requirements of the firm.
**Qualifications and Skills**
- Post-secondary education;
- Organized and detail oriented;
- Proficient in Microsoft Office;
- Able to work independently and driven to deliver results;
and required to be in the office.
**Experience**
- 5+ years of experience in a business process or client service environment;
- 5+ years of experience with the Microsoft Office suite of products;
- Quickbooks experience not required, but is an asset;
- Financial Services or Life Insurance experience not required, but is an asset.
Pay: From $60,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Paid time off
- RRSP match
- Vision care
Work Location: In person
