Client Service Representative Nanaimo

Elevate client relations with a Client Service Representative role in Nanaimo, BC. Support Financial Advisors through administrative duties and enhance client experiences on-site.

In this vital role, you'll assist Financial Advisors with a variety of administrative tasks, ensuring seamless communication and organization. Your responsibilities will include managing client files, preparing for meetings, and communicating with stakeholders both internally and externally. With at least two years of administrative experience required, your strong organizational skills and MS Office proficiency will shine in this dynamic environment.

Key Responsibilities:• Enhance overall client experience in the office • Provide daily support through effective communication • Conduct investment and insurance-related administrative duties • Liaise with investment carriers for efficient administration • Manage client files and maintain the CRM database

Requirements:• Minimum 2 years of administrative experience • Strong knowledge of MS Office applications • Ability to learn multiple software systems • Exceptional organizational and critical thinking skills • Excellent written and verbal communication skills

Utilize your initiative and independence while supporting Financial Advisors in Nanaimo. #J-18808-Ljbffr