Customer Service Representative, Financing (Nanaimo)

Elevate your career as a Client Service Representative, Financial Services, supporting Financial Advisors at our Nanaimo location. Focus on client experience, communication, and administrative tasks to ensure smooth operations. This onsite role provides essential support with client files, meeting preparation, and stakeholder communication. You'll assist with day-to-day operations, conduct administrative duties using industry software, and liaise with investment and insurance carriers while maintaining client confidentiality. Key Responsibilities: - Assist clients to enhance the overall office experience - Provide support through in-person and digital communications - Conduct investment-related administrative tasks using software - Liaise with carriers for effective client file management - Prepare documentation for client meetings and presentations Requirements: - Minimum 2 years of administrative experience - Robust MS Office proficiency - Ability to learn various software systems - Excellent organizational skills and communication - Initiative and independence in task management Become a pivotal part of our team, enhancing client support and administrative excellence in Nanaimo. Apply on Kit Job: kitjob.ca/job/2osjlc