Top Benefits
About the role
Client Services Administrator
"Building financial foundations for families to empower them today and leave a legacy for tomorrow".
Experior Financial Group Inc. is seeking a highly motivated Client Services Administrator who excels in both collaborative and independent settings and can effectively manage multiple tasks. This role offers stimulating challenges and opportunities for skill development. The ideal candidate is adaptable, enjoys client interaction, and places a high value on attention to detail. As a team member, you will thrive in a dynamic and positive work environment where fun and professionalism go hand in hand.
Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence.
Responsibilities:
- Work with insurance providers to connect clients with new financial associates.
- Communicate between clients, agents, and insurance providers to transfer enforce policies.
- Establish solid working relationships with the sales force and support them with processing client applications.
- Review client transfer forms to ensure completion and required agent codes are included.
- Maintain and update department process manual.
- Perform other duties pertaining to the Client Services department requested by your immediate manager.
Qualifications:
- Prior experience in office administration is required.
- Background in an MGA or insurance sector is a plus.
- Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels.
- Friendly and approachable demeanor, capable of building rapport while explaining complex information.
- Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments.
- Technically proficient, with the ability to quickly learn and adapt to new software and systems.
- Calm and solution-oriented under pressure, maintaining a positive and proactive approach.
- Strong critical thinking and problem-solving abilities.
- Reliable, trustworthy, and committed to accuracy and attention to detail.
- Demonstrates accountability, ownership of responsibilities, and openness to feedback.
- Must reside and be authorized to work in Canada.
- Proficiency in French or Spanish is a significant asset; willingness to learn these languages is also valued.
What Experior Financial Group Inc. can offer you:
- Work-life balance with paid vacation and sick days
- Competitive compensation
- Comprehensive medical, dental, and vision benefits
- Flexible work options: on-site remote, and hybrid
- Career growth and development opportunities
- Diverse team environment
- On-site parking and weekly grocery orders (on-site only)
- Straight day shifts with no weekends
- Company events and celebrations
- Tuition reimbursement
- Company-provided equipment
Experior Financial Group Inc. is committed to job posting transparency. The Client Services Administrator position is currently an open and vacant role within the organization.
Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!
About Experior Financial Group Inc.
Experior Financial Group Inc. is an esteemed Managing General Agency (MGA) and Independent Marketing Organization (IMO) at the forefront of the financial industry. With our headquarters located in Guelph, Ontario, and Cheektowaga, New York, we have established ourselves as a trusted partner for clients across North America. Our dedicated team of over 3000+ experienced Financial Associates is committed to helping clients achieve their financial goals with personalized strategies and expert guidance.
At Experior Financial Group, our leadership team possesses extensive knowledge and expertise in the financial services industry. They provide exceptional direction, ensuring our employees, associates, and clients receive the utmost support and satisfaction.
We are proud to be certified as a Great Place to Work® May 2024 to May 2025, a testament to our commitment to creating an exceptional work environment. We believe in fostering a collaborative atmosphere that values both teamwork and individual initiative. We are currently seeking individuals who are not only experienced but also self-motivated to join our team at our head offices. If you possess the drive and expertise to excel in a dynamic and challenging environment, Experior Financial Group Inc. offers an opportunity for professional growth and success.
Additionally, we are currently seeking both full-time and part-time financial associates. As a leading brokerage, we represent over 26 esteemed insurance companies and maintain a strong affiliation with an MFDA mutual fund dealer. Experior Financial Group provides the rare opportunity to establish a brokerage agency within our organization, allowing you to cultivate a team of associates and unlock management and royalty bonuses. Our commitment to providing the best brokerage compensation in the financial services industry further distinguishes us. This ground floor opportunity is ideal for entrepreneurial associates who aspire to build their own business or agency. Join Experior Financial Group Inc. today and be part of an innovative organization that empowers you to reach new heights.
Top Benefits
About the role
Client Services Administrator
"Building financial foundations for families to empower them today and leave a legacy for tomorrow".
Experior Financial Group Inc. is seeking a highly motivated Client Services Administrator who excels in both collaborative and independent settings and can effectively manage multiple tasks. This role offers stimulating challenges and opportunities for skill development. The ideal candidate is adaptable, enjoys client interaction, and places a high value on attention to detail. As a team member, you will thrive in a dynamic and positive work environment where fun and professionalism go hand in hand.
Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence.
Responsibilities:
- Work with insurance providers to connect clients with new financial associates.
- Communicate between clients, agents, and insurance providers to transfer enforce policies.
- Establish solid working relationships with the sales force and support them with processing client applications.
- Review client transfer forms to ensure completion and required agent codes are included.
- Maintain and update department process manual.
- Perform other duties pertaining to the Client Services department requested by your immediate manager.
Qualifications:
- Prior experience in office administration is required.
- Background in an MGA or insurance sector is a plus.
- Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels.
- Friendly and approachable demeanor, capable of building rapport while explaining complex information.
- Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments.
- Technically proficient, with the ability to quickly learn and adapt to new software and systems.
- Calm and solution-oriented under pressure, maintaining a positive and proactive approach.
- Strong critical thinking and problem-solving abilities.
- Reliable, trustworthy, and committed to accuracy and attention to detail.
- Demonstrates accountability, ownership of responsibilities, and openness to feedback.
- Must reside and be authorized to work in Canada.
- Proficiency in French or Spanish is a significant asset; willingness to learn these languages is also valued.
What Experior Financial Group Inc. can offer you:
- Work-life balance with paid vacation and sick days
- Competitive compensation
- Comprehensive medical, dental, and vision benefits
- Flexible work options: on-site remote, and hybrid
- Career growth and development opportunities
- Diverse team environment
- On-site parking and weekly grocery orders (on-site only)
- Straight day shifts with no weekends
- Company events and celebrations
- Tuition reimbursement
- Company-provided equipment
Experior Financial Group Inc. is committed to job posting transparency. The Client Services Administrator position is currently an open and vacant role within the organization.
Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!
About Experior Financial Group Inc.
Experior Financial Group Inc. is an esteemed Managing General Agency (MGA) and Independent Marketing Organization (IMO) at the forefront of the financial industry. With our headquarters located in Guelph, Ontario, and Cheektowaga, New York, we have established ourselves as a trusted partner for clients across North America. Our dedicated team of over 3000+ experienced Financial Associates is committed to helping clients achieve their financial goals with personalized strategies and expert guidance.
At Experior Financial Group, our leadership team possesses extensive knowledge and expertise in the financial services industry. They provide exceptional direction, ensuring our employees, associates, and clients receive the utmost support and satisfaction.
We are proud to be certified as a Great Place to Work® May 2024 to May 2025, a testament to our commitment to creating an exceptional work environment. We believe in fostering a collaborative atmosphere that values both teamwork and individual initiative. We are currently seeking individuals who are not only experienced but also self-motivated to join our team at our head offices. If you possess the drive and expertise to excel in a dynamic and challenging environment, Experior Financial Group Inc. offers an opportunity for professional growth and success.
Additionally, we are currently seeking both full-time and part-time financial associates. As a leading brokerage, we represent over 26 esteemed insurance companies and maintain a strong affiliation with an MFDA mutual fund dealer. Experior Financial Group provides the rare opportunity to establish a brokerage agency within our organization, allowing you to cultivate a team of associates and unlock management and royalty bonuses. Our commitment to providing the best brokerage compensation in the financial services industry further distinguishes us. This ground floor opportunity is ideal for entrepreneurial associates who aspire to build their own business or agency. Join Experior Financial Group Inc. today and be part of an innovative organization that empowers you to reach new heights.