Customer Success Specialist Insurance and Wealth
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Job Location:
Yearly Salary:
Posted on:
12 days ago
Vacancies:
1 Vacancy
Job Summary
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The Opportunity
Were looking for a highly organized detail-oriented professional to support our insurance and investment advisory practice. Youll play a key role in delivering exceptional client service managing administrative processes and supporting financial planning activities. This is a hybrid position with the flexibility to become fully remote.
What youll do
Responsibilities
- Respond to client emails and phone calls with professionalism and care
- Schedule meetings and coordinate follow-ups with clients and advisors
- Prepare and submit insurance applications; track progress and follow up as needed
- Draft and deliver Reason Why letters and policy delivery packages
- Maintain accurate and up-to-date client records and documentation
- Onboard new clients and guide them through the planning process
- Prepare investment and insurance paperwork for client signatures and carrier submission
- Process new investment accounts trades transfers and transaction requests (segregated funds only)
- Assist with financial analyses and help draft financial plans
- Prepare for client meetings and manage post-meeting action items
- Use SideDrawer to securely exchange documents with clients
What youll need
Qualifications
- 3-5 years of experience in a client service or administrative role in financial services
Life Licence Qualification Program (LLQP) preferred; candidates without LLQP must be willing to obtain certification
- Strong organizational skills and attention to detail
- Excellent written and verbal communication
- Tech-savvy with the ability to learn new systems quickly
- Critical thinking and problem-solving skills
- A client-first mindset and a proactive approach to service
Were looking for
Core Skills
A little bit about us
Black Star Wealth
Black Star Wealth is seeking a driven and client-focused professional to join our team. As a trusted financial advisory firm we empower individuals and businesses to build lasting financial confidence through personalized wealth management strategies. The ideal candidate will bring strong communication skills a passion for helping clients achieve their financial goals and a commitment to continuous learning in the financial services industry. This is an exciting opportunity to grow within a tech-forward organization that values relationships innovation and impact.
Required Experience:
IC
Key Skills
- Design Engineering
- Baan
- Customer Service
- Fund Management
- ABAP
- Elevator
