Client Service Specialist
External
Peoplecorporation · Burlington, On, CanadaPrepare for this interview
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Additional Information
We are seeking a Client Service Specialist to join our Dobson & Toncic team in Burlington. The Client Service Specialist will provide support and assistance to the Senior Account Executive. This includes preparing and processing financial services proposals/statements in a timely manner; management of client documentation and client inquiries; and maintaining client files and all related information in secure client database. This role requires 4 days/week in office and will require some regional travel to visit clients. The Client Service Specialist will: Provide confidential support to the Senior Account Executive Prepare Marketing, Renewal and New Business Proposals for the Senior Account Executive Act as a main point of contact for client's enquiries; responding to client questions and requests within one business day Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies Contributing to the team by sharing information, knowledge and personal strengths; and seeking to understand and build on differing perspectives of others to enhance team efficiency and quality outcomes. Maintain financial services operations by following policies and procedures Process confidential client information and maintaining client's records accurately in database system (EPIC) Prepare special reports as requested by Senior Account Executive T o be successful as a Client Service Specialist with People Corporation, you will need : 2+ years of financial services industry experience A Mutual Funds license ( not required but highly desired ) Highly developed time management skills with ability to prioritize/manage deadlines The ability to work under pressure and take ownership of work Exceptional communication skills Proficiency with Microsoft Office products, including excellent knowledge of Excel All-star candidates will have: Mutual Funds License or willingness to obtain Certified Financial Planner (CFP) designation either studying or qualified LLQP (Life License Qualification) in good standing/willingness to obtain Certified Employee Benefit Specialist (CEBS) designation either studying or qualified
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