Client Services Coordinator

McNeill Nakamoto

  • Vancouver, BC
  • 65.000-80.000 $ par an
  • Permanent
  • Temps-plein
  • Il y a 2 mois
Our client, a Vancouver-based insurance and investment service provider with a solid reputation of several decades in the business of providing innovative solutions to grow and preserve their clients' wealth, is seeking a proactive, personable, and detail-oriented Client Services Coordinator with strong client service experience and life insurance and investment acumen.Location: Vancouver, BCExpected Salary Range: $65,000 - $80,000 per year, commensurate with experience and skillsetResponsibilities:
  • Process new business applications for life insurance and investment products, ensuring all forms and follow-ups are completed
  • Oversee the processing of policy placements, replacements, and conversions, while ensuring deadlines are met
  • Generate and distribute listings for term insurance anniversaries and GIC maturities
  • Provide insurance quotes and prepare/update insurance and investment summaries
  • Process client transactions, including deposits, fund transfers, withdrawals, and PAC/SWP changes
  • Provide superb client service and resolve inquiries related to policies
  • Manage special projects and tasks as required by Advisors
  • Foster strong relationships with insurance and fund companies
Requirements:
  • At least 3 years' experience in the insurance and investment industry
  • LLQP license. If direct experience working with insurance products, the company can support the completion of the LLQP license
  • Exceptional verbal and written communication
  • Strong MS Office skills
  • Excellent multi-tasking and prioritizing abilities
  • Adept at working in a fast-paced, busy environment
  • Great team player who works well independently and in a group
Individuals meeting the criteria above are encouraged to submit their resume by clicking on the "APPLY" button. McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion, therefore, we strongly encourage applications from underrepresented groups. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.WOW. FUN. PEOPLE.Learn more at

McNeill Nakamoto