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.
Customer Success Specialist - Insurance and Wealth • Halifax, NS, CA
Join BDO as a skilled Customer Success Manager overseeing Dynamics 365 Managed Services.Cultivate client relationships and enhance service delivery through strategic vision.This role is crucial in ... Show more
A local insurance brokerage in Elmsdale, Nova Scotia seeks a Commercial Insurance Customer Service Representative.The role involves providing exceptional client experiences, processing policy chang... Show more
Become a pivotal force in client success at BDO as the Strategic Client Success Manager Lead.Focus on governance and delivery excellence for Microsoft Business Applications engagements.This role is... Show more
HUB International’s National Accounts Team is the cornerstone of our Employee Benefits consulting expertise in Canada.Dedicated to delivering innovative and customized solutions, this team partners... Show more
A leading insurance network in Dartmouth, NS, is seeking a Business Development Executive to drive sales growth through advisor recruitment and support.Responsibilities include assisting advisors w... Show more
A leading financial services provider in Halifax is seeking a Licensed Insurance Advisor.In this role, you'll be responsible for handling inbound and outbound sales calls regarding Health & Dental,... Show more
Rooted in local values, Caldwell Roach is an independent brokerage who collaborates with Canada’s top insurers to bring you an array of choices, exceptional value, and security.They have a dedicate... Show more
At Baker Tilly, we care about the impact you make.That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.Manager, Assurance & Advisory - Audit.H... Show more
Join as an Assurance Manager with a focus on Audit, leading teams to achieve high-impact results.Shape meaningful financial analyses and ensure compliance in a supportive environment.This position,... Show more
A leading advisory firm in Dartmouth, NS is seeking an Assurance and Advisory Manager to lead audit engagements and mentor team members.The ideal candidate will have over 4 years of experience in a... Show more
Health & Dental, Travel, and Life Insurance.You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing ... Show more
A leading advisory and accounting firm in Dartmouth is seeking a Manager for Assurance & Advisory - Audit.In this role, you will lead Audit engagements, mentor staff, and ensure compliance with acc... Show more
Support the success and satisfaction of the Planning and Engineering groups within Irving Shipbuilding.As the most modern shipyard in North America, Irving Shipyard is defined by its pace and appet... Show more
A global consulting firm located in Canada is seeking a Consulting Actuary to manage Individual Pension Plans and enhance market recognition.The ideal candidate is a Fellow of the Canadian Institut... Show more
Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Show more
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more
As a Loyalty Retention Specialist, you will support client retention by working with the client and internal ADP departments to facilitate continued positive client experiences.You will thrive in a... Show more
Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Show more
A leading health organization in Halifax is seeking a Senior Consultant for their Health Equity, Safety, and Wellness Portfolio.This full-time position involves providing operational direction and ... Show more
A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS.This role involves collaborating with wealth coaches to manage clients through the life insurance appli... Show more
