Client Service Associate

4 days ago

Maisonneuve, Canada The Vantage Talent Group Full time

Job Summary:We are seeking a client-focused and tech-savvy Client Service Associate to join a growing team. This role is critical to maintaining strong client relationships, ensuring smooth operations, and supporting the firm's business activities. The ideal candidate will bring a keen attention to detail, exceptional communication skills, and a strong understanding of the insurance industry.Key Accountabilities (including but not limited to):Client & Policy AdministrationPrepare in-force illustrations, update client information, and process policy changes (e.g., beneficiary designations, change of ownership).Document meeting notes, perform accurate data entry, and provide necessary client documentation.Maintain organized records and ensure compliance with industry regulations.Scheduling & Process ManagementProactively manage scheduling to ensure smooth coordination of client appointments.Administrative & Operational SupportContact carriers, manage communication with financial institutions, and coordinate courier and mail services.Prepare correspondence, maintain compliance documentation, and organize financial statements.Assist advisors in preparing for client meetings with relevant reports and materials.Customer Relationship Management & New Business OperationsManage and maintain the CRM system to ensure accurate client data.Respond to client and advisor inquiries and prepare summaries, proposals, and relevant updates.Technology & Client SupportUtilize Microsoft Office Suite efficiently.Provide technical support to clients and internal teams.Support technology solutions to enhance the client experience.Demonstrate strong comfort with cloud-based tools and digital workflows to minimize IT support needs.Qualifications:2–5 years of combined experience in the insurance industry and administrative roles.Proficiency with Microsoft Office Suite.Strong technical aptitude and ability to navigate systems independently.Good understanding of financial services products, policy provisions, and administrative procedures.Self-starter with strong organizational skills.Excellent verbal and written communication skills.Group insurance knowledge an asset.Preferred Qualifications:Bachelor's degree or college diploma.Experience using Customer Relationship Management (CRM) software.Fluency in oral and written French.Benefits:Competitive Salary.Health and dental benefits.Paid vacation.

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