Client Services Coordinator
About the role
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, BC
Expected Salary Range : $65,000 - $80,000 per year, commensurate with experience and skillset
Responsibilities :
- 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
About McNeill Nakamoto Recruitment Group
McNeill Nakamoto Recruitment Group (McNak) provides permanent and temporary recruitment services in the areas of Administration, Investment & Financial Services, Accounting, Marketing, Human Resources and Real Estate.
As a top recruitment agency, we have been serving the Vancouver market for more than 27 years. We take pride in our customized recruitment approached and high level of customer service to match exceptional candidates with outstanding employers.
Client Services Coordinator
About the role
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, BC
Expected Salary Range : $65,000 - $80,000 per year, commensurate with experience and skillset
Responsibilities :
- 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
About McNeill Nakamoto Recruitment Group
McNeill Nakamoto Recruitment Group (McNak) provides permanent and temporary recruitment services in the areas of Administration, Investment & Financial Services, Accounting, Marketing, Human Resources and Real Estate.
As a top recruitment agency, we have been serving the Vancouver market for more than 27 years. We take pride in our customized recruitment approached and high level of customer service to match exceptional candidates with outstanding employers.