Client Service Representative, Financial Services (Nanaimo)

Location: Nanaimo, BC Reporting to: Advisor, Financial Services POSITION OVERVIEW

The Client Service Representative, Financial Services, supports Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication. This is an on-site role at our Nanaimo location. RESPONSIBILITIES

Assist with the overall client experience in the office Provide direct day-to-day support to internal and external stakeholders by communicating effectively through multiple streams (in-person, phone, emails, letters, etc.) Conduct investment and insurance-related administrative duties using various industry softwareLiaise with investment and insurance carriers to ensure effective and efficient administration of client files, confidentiality is paramount Prepare documentation for client meetings and presentations Manage client files physically and electronically and ensure the CRM database is up to date Support other internal processes and duties as assignedAdditional duties and responsibilities may be added during the course of employment. REQUIREMENTS

At least 2 years of administrative experience (relevant industry experience is an asset) Strong working knowledge of MS Office applications Ability to learn and manage multiple software systems Excellent organizational skills, discretion, critical thinking and sound judgement Ability to multi-task, meet deadlines, and manage competing prioritiesExcellent written and verbal communication skills and attention to detail High level of initiative and independence in getting work done The salary range for this role is $42,500 to $52,500 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

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