- Provide professional, high level client service with a "client first" approach
- Provide insurance and investment administrative services and support to clients and advisors
- Process end-to-end insurance, segregated, and mutual fund new business, transactions and inforce service
- Meticulously maintain electronic records and files, as well as ensuring timely follow-ups
- 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
- Post-Secondary education in business/office administration, or related work experience
- Knowledge of insurance and financial services, as well as mutual funds and segregated investments
- Proven experience in delivering a high level of professional client service
- Proven experience with Microsoft programs (Word, Excel and Outlook)
- Experience with WealthServ, MGA and carrier knowledge an asset
- Service oriented
- Attention to detail and follow-through
- Professional communication skills (written and verbal)
- Self-motivated 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
- 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 on-demand e-learning programs, Tuition reimbursement and Leadership development
-
Client Support Associate
2 days ago
Financial Horizons Group Kitchener, CanadaAre 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 ...
-
Associate Product Support Specialist
2 days ago
Open Text Corporation Waterloo, Canada**Associate Product Support Specialist**: · - Req id: Waterloo, ON, CA**OPENTEXT - THE INFORMATION COMPANY** · As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team t ...
-
Associate Product Support Specialist
2 days ago
Open Text Corporation Waterloo, Canada**Associate Product Support Specialist (Linux)**: · - Req id: Waterloo, ON, CA**OPENTEXT** · OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will h ...
-
Associate Product Support Specialist
1 day ago
opentext Waterloo, Canada**OPENTEXT** · OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the ...
-
Conestoga College Guelph, Canada Part timeRequisition Details · **Job Title**: · **Part-time Campus Services User Support Associate** · **Requisition #**: · **23-760** · **Campus**: · Guelph · **Department**: · Ancillary Services · **Starting Rate**: · $18.43 · **Payband Range**: · $ $21.10 · **Hours/Week**: · 24 · **Pos ...
-
Bath & Body Works Kitchener, CanadaBrand: Bath & Body Works · Location: Kitchener, ON, CA · Location Type: On-site · Job ID: 03WIX · Job Area: Store: Sales and Support Associate · Employment type: Part-time · Description · At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable an ...
-
Bath & Body Works Waterloo, CanadaBrand: Bath & Body Works · Location: Waterloo, ON, CA · Location Type: On-site · Job ID: 03WIV · Job Area: Store: Sales and Support Associate · Employment type: Part-time · Description · At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and ...
-
Groupe Dynamite Inc. Kitchener, Canada Part timeSeize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of _Montreal's Top Employers 2020_ and as one of _Canada's Top employers for Young people 2020_ Be part of our team We are currently looking f ...
-
Omni Customer Fulfillment Associate
2 days ago
Walmart Canada Kitchener, Canada**Position Summary... **:Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great way to develop your skills in the retail industry. An OMNI Customer Fulfillment Associate picks, packs and dispenses online orders ensuring high-quality standard and accuracy w ...
-
Circle of Friends Program Associate
1 day ago
Mennonite Central Committee Kitchener, Canada**Position Title** · - Circle of Friends Program Associate · **FTE** · - 1.00 · **Compensation Type** · - Salary · **Salary Minimum** · - $61,321.00 · **Salary Description** · **Benefits** · - Group Benefits package is employer-paid: Supplemental Medical/Dental/Vision, Life Insur ...
-
Technical Sales Associate
1 day ago
Biomatik Corporation Kitchener, CanadaAt Biomatik, we believe in teamwork and quality performance. We value our employees who have a "can-do attitude" and who are always willing to work hard. Our core mission is to bring our customers the finest research products at highly competitive prices, and we stand behind our ...
-
Groupe Dynamite Inc Kitchener, Canada Part timeSeize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of _Montreal's Top Employers 2020_ and as one of _Canada's Top employers for Young people 2020_ Be part of our team We are currently looking f ...
-
Associate Dentist
2 days ago
Heaps & Doyle Kitchener, CanadaFull-time Associate - Split between 2 locations: Kitchener & Harriston, ON · **Attention: ASSOCIATE DENTISTS** · Working in urban and rural communities has major benefits Spilt your time between our wonderful practices in Kitchener and Harriston, ON. · Tremendous number of patien ...
-
Undergraduate Student Relations Officer
2 days ago
University of Waterloo Waterloo, CanadaOverview: · The Undergraduate Student Relations Officer will provide direction on the implementation of initiatives that develop, support and guide strategies that increase student engagement and improve the student experience from the time of admission until graduation. The incu ...
-
Enrolment & Convocation Coordinator
2 days ago
Conestoga College Kitchener, CanadaRequisition Details · **Job Title**: · **Enrolment & Convocation Coordinator** · **Requisition #**: · **23-416** · **Campus**: · Doon · **Department**: · Registrar's Office · **Payband**: · I · **Starting Rate**: · $36.19 · **Payband Range**: · $ $41.94 · **Hours/Week**: · 37.5 · ...
-
Term Cyw
1 day ago
Waterloo Region District School Board Waterloo, CanadaThis posting is open to WRDSB employees who are members of the EA Association as well as External applicants. · **Qualifications/Requirements**: · **Child and Youth Worker Qualification**: · Must have a CYW/CYC Diploma or equivalent College or University degree in a Child Related ...
-
Operations Manager
1 day ago
University of Waterloo Waterloo, CanadaOverview: · **TERM: 4 months** · The Operations Manager is responsible for administering day-to-day operations of the Waterloo Institute for Sustainable Aeronautics (WISA). As a member of the WISA leadership team, the Operations Manager will support WISA's Directors and Associate ...
-
Retail Sales Associate
2 days ago
Best Buy Waterloo, Canada Part timeAre you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. · No experience required, we will equip y ...
-
Ces-waste Processing Tech Iii
2 days ago
Covanta Kitchener, CanadaWho we are · For more than 40 years, Covanta has been at the forefront of sustainable materials management, providing companies and communities world-class waste and resource solutions. · Through our diverse and scalable full-service capabilities, we're leading the charge to a ca ...
-
Sales Associate, Conestoga Mall, Non-mgmt
2 days ago
The Source (Bell) Electronics Inc. Waterloo, Canada**Req Id**:409759 · At The Source, we believe that the right tech makes all the difference and exist to help Canadians discover the endless possibilities of tech. We carry the latest tech, offer advice across all categories and networks, and put our customers first to ensure they ...
Client Support Associate - Kitchener, Canada - Financial Horizons
Description
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 (CSA) to join our team at Continuum Financial Centres (CFC)
Curious? Keep reading...
The CSA provides service to clients requiring assistance related to their investment and insurance products. The CSA will be responsible for responding to client inquiries, assessing and resolving client questions or concerns, and completing non-licensed services while delivering a professional client experience. The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients.
What will you be doing in this role?
What should your experience and qualifications look like?
What competencies are required?
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: