Client Service Associate
2 weeks ago
Client Service Associate - Employee Benefits & Retirement Toronto, ON - Hybrid* About The Role As a Client Service Associate, you will oversee a block of clients in partnership with a Progressive Benefits Principal Consultant and work directly with a client’s Human Resource & Finance team in the overall day‑to‑day management of their employee benefit and retirement programs. You will be required to perform the following primary duties: Assist clients in a quick and efficient manner with any service related inquiries/concerns Monitor & prepare quarterly client reporting tied to the performance of their plans/programs Facilitate all aspects of the creation and preparation of annual renewal reports Coordinate and see through amendments for existing plans/programs Prepare marketing specifications for current and prospective clients Create and distribute communications to clients regarding their plans/programs Lead the implementation/transition of existing/prospective clients to a new insurer/provider Collaborate with the Principal Consultant on any project work as required Be able to educate/navigate clients on all aspects of their existing plans/programs Willingness to grow your industry knowledge so you are viewed as a subject matter expert As Progressive Benefits continues to evolve as an organization, so will our total service offering. This could/will result in additional duties to be added to the Client Service Associate role. Requirements for Consideration Post Secondary Education: University or College program Min. of 5 years of experience in an insurer and/or consulting firm focused on benefits & retirement Be fluent in the English language. Proficiency in French, while not required, would be a valued asset Advanced proficiency in MS Office suite of products: Word, Excel, PowerPoint & Outlook Have strong organizational and communication skills, be a self-starter, enthusiastic & team oriented Ability to solve problems/provide solutions with a “client first” approach When needed, attend in-person client meetings and participate in video client meetings Total Compensation & Rewards Model Competitive Compensation – Commensurate with experience & reviewed annually Health Care Spending Account – Additional resources above & beyond core benefit program Ancillary Wellness Programs – Virtual Care, EFAP & 2nd Medical Opinion programs Group Retirement Program – Robust employer matching component Travel Subsidy – Reimbursement for Parking and/or Transit costs Hybrid Working Environment – Flexibility to work both in-person & virtually* Paid Time Off – Allowing employees time to recharge is paramount to our mutual success *In-person required initially for onboarding/training purposes At Progressive Benefits Consulting Group Ltd., we believe that diverse teams drive innovation and better outcomes. We welcome applicants from all backgrounds, identities, and experiences. Our hiring practices are designed to ensure equity and fairness, and we encourage candidates who may not meet every listed qualification to apply—we value potential and passion. To apply, please upload your resume and cover letter together by December 3rd, 2025. While we value every submission, we may not be able to respond to everyone individually. Only shortlisted candidates will be contacted. #J-18808-Ljbffr
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Client Service Associate
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Toronto, Canada CI Financial Full timeJoin to apply for the Client Services Associate role at CI FinancialJoin to apply for the Client Services Associate role at CI FinancialGet AI-powered advice on this job and more exclusive features.DescriptionAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over...
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Client Service Associate
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