Location: Nanaimo, BC
Reporting to: Advisor, Financial Services

POSITION OVERVIEW

The Client Service Representative, Financial Services, supports Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.

This is an on-site role at our Nanaimo location.

RESPONSIBILITIES:

• Assist with the overall client experience in the office
• Provide direct day-to-day support to internal and external stakeholders by communicating effectively through multiple streams (in-person, phone, emails, letters, etc.)
• Conduct investment and insurance-related administrative duties using various industry software
• Liaise with investment and insurance carriers to ensure effective and efficient administration of client files, confidentiality is paramount
• Prepare documentation for client meetings and presentations
• Manage client files physically and electronically and ensure the CRM database is up to date
• Support other internal processes and duties as assigned

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

• At least 2 years of administrative experience (relevant industry experience is an asset)
• Strong working knowledge of MS Office applications
• Ability to learn and manage multiple software systems
• Excellent organizational skills, discretion, critical thinking and sound judgement
• Ability to multi-task, meet deadlines, and manage competing priorities
• Excellent written and verbal communication skills and attention to detail
• High level of initiative and independence in getting work done

At Navacord Benefits Consulting & Financial Services (NBCFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen – to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.

We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.

NBCFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.

If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.

The salary range for this role is $42,500 to $52,500 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.