Client Service Specialist
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Client Service Specialist will provide support and assistance to the Senior Account Executive while also having a new business sales target. This includes prospecting for & closing new client accounts preparing and processing financial services proposals/statements in a timely manner; management of client documentation and client inquiries; and maintaining client files and all related information in secure client database.
This role requires 4 days/week in office and will require some regional travel to visit clients.
The Client Service Specialist will:
Provide confidential support to the Senior Account Executive
Prepare Marketing Renewal and New Business Proposals for the Senior Account Executive
Act as a main point of contact for clients enquiries; responding to client questions and requests within one business day
Meet/exceed new business sales targets
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Contributing to the team by sharing information knowledge and personal strengths; and seeking to understand and build on differing perspectives of others to enhance team efficiency and quality outcomes.
Maintain financial services operations by following policies and procedures
Process confidential client information and maintaining clients records accurately in database system (EPIC)
Prepare special reports as requested by Senior Account Executive
To be successfulas aClient Service Specialistwith People Corporation you will need:
5 years of financial services industry experience
A Mutual Funds license (not required but highly desired)
Highly developed time management skills with ability to prioritize/manage deadlines
The ability to work under pressure and take ownership of work
Exceptional communication skills
Proficiency with Microsoft Office products including excellent knowledge of Excel
All-star candidates will have:
Mutual Funds License or willingness to obtain
Certified Financial Planner (CFP) designation either studying or qualified
LLQP (Life License Qualification) in good standing/willingness to obtain
Certified Employee Benefit Specialist (CEBS) designation either studying or qualified
Whats in it for you:
Learn by working alongside our experts
Extended health care and dental benefits
A retirement savings plan with company contributions
A suite of Health & Wellness offerings
Mental Health programs and support for you and your family
Assistance for the completion of industry designations
Competitive compensation
Dobson & Toncic is a trusted provider of group benefits and financial planning solutions for businesses and individuals. Known for our personalized approach we help clients design implement and manage benefits programs that meet both business objectives and employee needs.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
