Client Service Specialist

2 weeks ago

ON Dobson Toncic Oakville, Canada People Corporation Full time $60,000 - $80,000 per year
We are seeking a Client Service Specialist to join our Dobson Toncic team in Oakville.

The Client Service Specialist will provide support and assistance to the Senior Account Executive while also having a new business sales target. This includes prospecting for & closing new client accounts, preparing and processing financial services proposals/statements in a timely manner; management of client documentation and client inquiries; and maintaining client files and all related information in secure client database.

This role requires 4 days/week in office and will require some regional travel to visit clients.The Client Service Specialist will:

  • Provide confidential support to the Senior Account Executive

  • Prepare Marketing, Renewal and New Business Proposals for the Senior Account Executive

  • Act as a main point of contact for client's enquiries; responding to client questions and requests within one business day

  • Meet/exceed new business sales targets

  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

  • Contributing to the team by sharing information, knowledge and personal strengths; and seeking to understand and build on differing perspectives of others to enhance team efficiency and quality outcomes.

  • Maintain financial services operations by following policies and procedures

  • Process confidential client information and maintaining client's records accurately in database system (EPIC)

  • Prepare special reports as requested by Senior Account Executive

To be successful as a Client Service Specialist with People Corporation, you will need:

  • 5+ years of financial services industry experience

  • A Mutual Funds license (not required but highly desired)

  • Highly developed time management skills with ability to prioritize/manage deadlines

  • The ability to work under pressure and take ownership of work

  • Exceptional communication skills

  • Proficiency with Microsoft Office products, including excellent knowledge of Excel

All-star candidates will have:

  • Mutual Funds License or willingness to obtain

  • Certified Financial Planner (CFP) designation either studying or qualified

  • LLQP (Life License Qualification) in good standing/willingness to obtain

  • Certified Employee Benefit Specialist (CEBS) designation either studying or qualified

What's in it for you:

  • Learn by working alongside our experts

  • Extended health care and dental benefits

  • A retirement savings plan with company contributions

  • A suite of Health & Wellness offerings

  • Mental Health programs and support for you and your family

  • Assistance for the completion of industry designations

  • Competitive compensation

Dobson & Toncic is a trusted provider of group benefits and financial planning solutions for businesses and individuals. Known for our personalized approach, we help clients design, implement, and manage benefits programs that meet both business objectives and employee needs.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. 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. If you require an accommodation or an alternative format of any posting please reach out to 

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