Client Support Associate - Kitchener, Canada - Financial Horizons Group

Financial Horizons Group
Financial Horizons Group
Verified Company
Kitchener, Canada

3 weeks ago

Sophia Lee

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Sophia Lee

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Description
Are you an organized individual who excels in providing support to advisors? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization?

If you nodded 'yes' to those questions, you may be the next
Client Support Associate to join our team at Continuum Financial Centres (CFC)

Curious? Keep reading


What will you be doing in this role?:

  • Provide professional, high level client service with a "client first" approach
  • Provide insurance and investment administrative services and support to clients and advisors
  • Process endtoend insurance, segregated, and mutual fund new business, transactions and inforce service
  • Meticulously maintain electronic records and files, as well as ensuring timely followups
  • Follow defined and documented processes consistently and accurately
  • Contribute as a valuable part of a high functioning operations team committed to the success of our clients and CFC
  • Ensure compliance standards are met and consistently maintained
  • Build and maintain collaborative and constructive working relationships
  • Communicate professionally and effectively to clients, advisors, colleagues, and carriers
  • Able to take on special projects, as required by the management team

What should your experience and qualifications look like?:

  • Post-Secondary education in business/office administration, or related work experience
  • Proven experience in insurance and investment/financial services
  • Proven experience in client service
  • Proven experience with Microsoft programs (Word, Excel and Outlook)
  • Experience with WealthServ, MGA and carrier knowledge an asset

What competencies are required?:


  • Service oriented
  • Attention to detail and followthrough
  • Professional communication skills (written and verbal)
  • Selfmotivated and driven
  • Problem solving skills
  • Resourceful
  • Organizational and time management skills
  • Adaptable
  • Positive and collaborative team player
  • Interpersonal skills
  • Ability to follow instructions and documented processes consistently
  • Aptitude for learning new technology and processes

Benefits & Perks:

Our service-driven approach at Continuum Financial Centres is facilitated by a collaborative and supportive work environment

These are some of the benefits we provide:

  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program Personal and Professional programs that allow you to grow, learn and develop including ondemand elearning programs, Tuition reimbursement and Leadership development

Who are we?:

Continuum Financial Centres offers a full range of financial services to help our clients meet their goals. Our team of experts are ready to assist clients solve even the most complex financial questions.

We have a wide suite of financial solutions offered by our many insurance and investment carrier partners - to suit every lifestyle.

We are headquartered in Kitchener, Ontario, and have a presence right across the country.

Continuum is part of the Financial Horizons group of companies, a leading, national, Canadian-owned and operated Managing General Agency (MGA).

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