
Client Services
4 days ago
Overview:
We are seeking a proactive and detail-oriented individual to support our financial advisory practice. The role involves client servicing, administrative support, and ensuring smooth coordination of client engagement activities.
Key Responsibilities:
Client Relationship Support
Manage, schedule and coordinate meetings.
Assist with birthday gifting, client appreciation initiatives, and other relationship-building activities.
Provide support for claims servicing and ensure timely follow-up with clients.
Share health and investment updates with clients where required.
Administrative & Data Management
Prepare and maintain Excel reports for client tracking, claims, and updates.
Update CRM systems & frameworks with accurate and timely information.
Confirm and coordinate client appointments, ensuring schedules run smoothly.
Support the advisor in system updates, workflow improvements, and project-specific admin tasks.
Assist in ad-hoc tasks to ensure smooth business operations.
Requirements:
Strong organizational and time management skills.
Proficiency in Microsoft Excel and Canva tools.
Good communication and interpersonal skills.
Attention to detail and ability to handle sensitive client information with confidentiality.
Able to start work immediately
Possess laptop to work
Prior experience in client servicing, financial services, or administrative roles is a plus.
Work Arrangement:
Flexible (part-time or full-time, 3-5 day work week).
$10 / hour ($12 / hour after probation)
Hybrid / remote work arrangements may be considered after probation
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