Client Service Representative, Financial Services

This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services. This is an on-site position working out of the Nanaimo location.

Position Summary

The Client Service Representative, Financial Services supports multiple Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.

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 software
• Liaise with investment and insurance carriers to ensure effective and efficient administration of client files
• Prepare documentation for client meetings and presentations
• Manage client files physically and electronically to ensure the CRM database is up to date
• Support other internal processes and duties as assigned

Skills & Experience

• 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, and sound judgement
• Ability to multi-task, meet deadlines, and manage competing priorities
• Excellent written and verbal communication skills
• High level of initiative and independence in getting work done

About Us

At Waypoint Benefits & Financial Services (WBFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen - to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.

We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.

WBFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Smithers, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative, Customer Service, and Finance

Industries

Insurance

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