Customer Success Specialist - Insurance and Wealth

We're looking for a highly organized, detail-oriented professional to support our insurance and investment advisory practice. You'll play a key role in delivering exceptional client service, managing administrative processes, and supporting financial planning activities. This is a hybrid position with the flexibility to become fully remote.

Responsibilities

Respond to client emails and phone calls with professionalism and careSchedule meetings and coordinate follow-ups with clients and advisorsPrepare and submit insurance applications; track progress and follow up as neededDraft and deliver Reason Why letters and policy delivery packagesMaintain accurate and up-to-date client records and documentationOnboard new clients and guide them through the planning processPrepare investment and insurance paperwork for client signatures and carrier submissionProcess new investment accounts, trades, transfers, and transaction requests (segregated funds only)Assist with financial analyses and help draft financial plansPrepare for client meetings and manage post-meeting action itemsUse SideDrawer to securely exchange documents with clients

Qualifications

3-5 years of experience in a client service or administrative role in financial servicesLife Licence Qualification Program (LLQP) preferred; candidates without LLQP must be willing to obtain certificationStrong organizational skills and attention to detailExcellent written and verbal communicationTech-savvy with the ability to learn new systems quicklyCritical thinking and problem-solving skillsA client-first mindset and a proactive approach to service

Skills

Problem Solving Skills, Critical Thinking, Technology, Detailed Organization, Highly-organizedArray

About Black Star Wealth

Black Star Wealth is seeking a driven and client-focused professional to join our team. As a trusted financial advisory firm, we empower individuals and businesses to build lasting financial confidence through personalized wealth management strategies. The ideal candidate will bring strong communication skills, a passion for helping clients achieve their financial goals, and a commitment to continuous learning in the financial services industry. This is an exciting opportunity to grow within a tech-forward organization that values relationships, innovation, and impact.