Financial Client Representative

4 weeks ago

Kitchener, Canada Financial Horizons Full time

The Financial Client Representative provides service to clients requiring assistance related to their investment and insurance products. They will be responsible for assessing, responding, and resolving client inquiries, providing product information, and completing client transactions while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, a contributing team player, and passionate about delivering high level customer service to our clients.

Curious? Keep reading…

Please Note:

This role is supported by a remote work arrangement anywhere across Canada A successful applicant must have a valid mutual fund registration and/or life insurance license (LLQP) in any one Canadian province

What will you be doing in this role?

Maintain accurate and detailed records of client interactions in CRM system Adhere to and maintain compliance requirements of the business Develop, retain and grow the business by developing and establishing a relationship with clients Provide a high level of client service by ensuring accuracy and timeliness of responses Investigate, resolve and respond to client queries by conducting further research, and dealing directly with clients and partners where required Educate clients about products, solutions, and services provided Provide advice and account/policy maintenance services using business planning processes Contribute to team and department goals Maintain workflow in an orderly fashion to permit backup to readily follow up during absences

What qualifications are required?

Valid mutual fund registration and/or life insurance license (LLQP) is required in any one Canadian province College Diploma, University degree, or equivalent experience Licensed administrative assistant experience will be considered

What competencies are required?

Customer service focused Attention to detail/accuracy Communication skills – verbal and written Ability to prioritize and balance multiple tasks and navigate multiple systems Proactive and resourceful Adaptable to growing business and changes in processes

What should your experience look like?

3-5 years’ experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels with a specific emphasis on investment fund products and services 3-5 years’ experience in a customer service related field will be considered for the right candidate Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate 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, Excel, PowerPoint, and Outlook CRM experience is an asset

Benefits & Perks

Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment 

These are some of the benefits we provide:

Excellent Group Benefits plan Group Retirement Plan with employer matching Flexible and supportive Personal Days for employee or family illness, emergency etc… Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional Wellness Credit program Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

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